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Creating and Formatting the CSV File

Process up to 1,000 card operations at once by uploading a simple CSV file. This guide will help you create and format your file correctly so your operations process smoothly.

What is a CSV file?

A CSV (comma-separated values) file is a spreadsheet where each row represents one card operation. You can create CSV files using tools like Microsoft Excel, Google Sheets, or free web-based editors. Several free CSV editors work right in your browser without requiring sign-up—search for tools like "Edit CSV" or "Chat DB" to find options that let you create and manipulate large CSV files easily.

Tip: If you're using Excel or Google Sheets, format all date columns as text before entering dates. This prevents the software from automatically changing your date formats.

Download your CSV template

The easiest way to get started is to download a pre-formatted template from Modulr:

  1. Go to the Cards screen
  2. Click Bulk Operations above the card list
  3. Click Import
  4. Click Download Template
  5. Open the downloaded file in your spreadsheet tool

The template includes all the columns you need, including any custom fields you've set up. It even comes pre-filled with your Account IDs to save you time. If you have Secure Card Sharing enabled, you'll see the relevant sharing columns too.

Building from scratch? You don't need to use the template—just make sure your file includes the columns needed for your specific operations.

Understanding operations

Each row in your CSV represents one operation. You can mix different operation types in the same file.

Create operation

Use this to create new cards.

Required columns:

  • Operation (value: Create)
  • Account ID
  • Alias
  • Product Code (only if your account has more than one)
  • Expiry Date
  • Limit
  • Any required custom fields you've set up

If you're using Secure Card Sharing and choose Email as your Share Method, you'll also need at least one email address.

Update operation

Use this to edit the properties of existing cards.

Required columns:

  • Operation (value: Update)
  • Card ID
  • The field(s) you want to update

What you can edit:

  • Limit
  • Auth Window
  • Cancellation Date
  • Custom fields
  • Link Expiry Date, Message, and Reveal Count (if you have Secure Card Sharing)

What you can't edit:

  • Alias
  • Product Type
  • Account ID
  • Auth Window (once it has started)
  • Expiry Date

Cancel operation

Use this to cancel cards.

Required columns:

  • Operation (value: Cancel)
  • Card ID

Formatting your columns

Here's what to enter in each column:

Operation

The type of operation to perform.

  • Allowed values: Create, Update, or Cancel

Card ID

The unique identifier for an existing card. Find this on the Card Details screen.

  • Required for: Updage and Cancel operations
  • Not needed for: Create operations

Usage

Whether the card can be used once or multiple times.

  • Required for: Create operations
  • Allowed values: “Single use” or “Multi use”

Alias

A name to help you identify the card in the portal.

  • Required for: Create operations
  • Format: Up to 50 alphanumeric characters

Account ID

The account that will fund the card. The account's currency becomes the card's currency.

  • Required for: Create operations
  • Where to find it: Accounts screen or the Import File dialog
  • Allowed values: Any Account ID you have access to

Product Code

Determines the card type and rebate rate.

  • Required for: Create operations (only if your account has multiple product codes)
  • Where to find it: Import File dialog, in the 'Product codes for use in the CSV' section
  • Allowed values: Any product code associated with the account in this row

Limit

The maximum amount that can be spent on the card, in the account's currency.

  • Required for: Create operations
  • Format: Any number greater than 0, like 712.00

Auth Start

The first day a transaction can be authorised on the card.

  • Optional
  • Format: yyyy-MM-dd (e.g., 2026-01-15)

Auth End

The last day a transaction can be authorised on the card.

  • Optional
  • Format: yyyy-MM-dd (e.g., 2026-03-31)
  • Must be: Between Auth Start and the Cancellation Date or Expiry Date

Cancel Date

The card will be cancelled on or after this date.

  • Optional
  • Format: yyyy-MM-dd (e.g., 2026-12-31)
  • Must be: Before the Expiry Date

Expiry Date

The month and year when the card expires.

  • Required for: Create operations
  • Format: yyyy-MM (e.g., 2026-12)

Supporting Data

Additional information to share with the recipient beyond the card number, expiry, and CVV.

  • Optional
  • Examples: Card limit, authorisation window, booking reference, guest name
  • Format: Separate multiple fields with semicolons (;)

Message

A personal note to include with the card details.

  • Optional
  • Format: Any alphanumeric characters

Formatting Custom Fields columns

If you've set up custom fields in Modulr, they'll appear as columns in your template. Fill them in according to your configuration—some may be required, others optional.

Tips for success

  • Use the template – It's the fastest way to get the format right
  • Format dates as text – Prevents Excel and Google Sheets from changing them
  • Check your Account IDs – They're on the Accounts screen or in the Import File dialog
  • One operation per row – But you can mix Create, Edit, and Cancel operations in the same file
  • Keep it under 1,000 rows – That's the maximum for a single file

Related pages

  1. Creating and Formatting the CSV File: learn what information to include and how to format it
  2. Uploading the Bulk Operations CSV File: upload your prepared file to the portal
  3. [Coming Soon] Review and Process Bulk Card Operations: check your operations, fix errors, and submit
  4. [Coming Soon] Managing Bulk Operations: track ongoing batches and access previously uploaded files