Uploading the Bulk Operations CSV File

Once you've prepared your CSV file with card operations, you're ready to upload it to Modulr. The system will import your operations and validate them so you can review everything before processing.

First time uploading? Download the CSV template from the Bulk Operations screen and check out our guide on Formatting the CSV File to ensure your file is set up correctly.

How to upload a CSV file

1. Go to the Cards screen
2. Click Bulk Operations above the card list
3. Click Import
4. Click Select File and choose your CSV file
5. Click Import

Once you see the "Importing File" dialog, your upload has started. Click Close to return to the Bulk Operations list, where you'll see your newly uploaded file.

The filename you uploaded appears in the Name column, and the Status column shows where your file is in the import process.

Understanding file statuses

Your bulk operation moves through different statuses as it's processed:

Submitted: Your file is being imported. This is usually very quick, but may take a couple of minutes for large operations (around 3,000 rows).

Valid: All operations have been imported successfully with no errors detected. You're ready to review and process your operations.

Contains Errors: One or more operations have validation errors that need attention. Don't worry—you can still review the file, identify the issues, and decide how to proceed.

If you see a duplicate filename warning

Uploading a file with the same name as an existing unprocessed file will trigger a duplicate filename warning.

If you click Proceed, the new file will replace the previous one. This is useful when you've corrected errors in a file you uploaded earlier and want to upload the fixed version.

If you don't want to replace the existing file, click Cancel, rename your new file, and upload it again.

Resolving upload errors

If you encounter an error during upload, here's what it means and how to fix it:

"CSV file contains duplicate header: [header name]"

A column name appears twice in your file. Remove the duplicate column and upload again.

"CSV file cannot be empty"

The file you uploaded contains no data. Add your card operations and try again.

"File must have .csv extension"

The file you're uploading isn't recognised as a CSV. Make sure your file has a .csv extension and try again.

"CSV file must contain at least one data row"

Your file has headers but no operations. Add at least one row with card operation data.

"Mandatory header 'Operation' or 'operationType' is missing in CSV file"

Your file is missing the Operation column, which tells the system what action to perform (Create, Edit, or Cancel). Add this column and upload again.

"accountId is required for CREATE operations"

One or more Create operations are missing the Account ID. Add the Account ID for each Create operation and reupload.

"Failed to read CSV file"

There's a problem reading your file. Make sure it's a properly formatted CSV file. If the problem persists, contact Modulr support.

What happens next?

After uploading successfully:

1. Your bulk operation appears in the Bulk Operations list
2. If the status is Submitted, wait a moment and refresh the page—the file is still importing
3. Once the status changes to Valid or Contains Errors, click on the row to review your operations
4. You'll be able to see all operations in the file and identify any issues before processing

Related guides

1. Bulk Operations Overview
2. Creating and Formatting the CSV File: learn what information to include and how to format it
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