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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 validates your operations during import so you can review everything before processing.

First time uploading? Download the CSV template from the “Import File” dialog and check out the Creating and Formatting the CSV File guide to make sure your file is set up correctly.

Before you upload: Check your Account IDs and Product Codes

To avoid validation errors, verify that the Account IDs and Product Codes in your CSV match the values available to you:

  1. Click Bulk Operations button on the Cards screen
  2. Click Import
  3. Click the "Product codes for use in the CSV" header to see all available Account IDs, the associated Product Codes and currencies

You can also find your Account IDs on the Accounts screen.

Make sure the values in your CSV file exactly match what's shown on these screens.

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. The system will validate your file and check each operation for errors.

Click Close to return to the Bulk Operations list, where you'll see your newly uploaded file.

Understanding file statuses

Your bulk operation moves through different statuses during import:

Submitted: Your file is being imported and validated. This usually takes a few seconds, but may take a couple of minutes for large files (around 1,000 rows).

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

Contains Errors: One or more operations have validation errors that need attention. Don’t worry—you can still review the file, see exactly what's wrong, and decide how to proceed. You can process only the valid operations while you fix the errors.

If you see a duplicate warning

If you upload a file with the same name as an existing unprocessed file, you'll see a duplicate filename warning.

Click Proceed if you want the new file to replace the previous one. This is useful when you've fixed errors in a file and want to upload the corrected version.

Click Cancel if you want to keep both files. 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 more than once in your file. Remove the duplicate column and upload again.

“CSV file cannot be empty”

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

“File must have .csv extension”

The file 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 column 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, Update, 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 upload the file again.

“Failed to read CSV file”

There was a problem reading your file. Please make sure it is a properly formatted CSV file.

Things to check:

  • Valid Account ID
  • Correct spelling and values in the "Usage" column
  • Correctly formatted limit (no commas)
  • Correctly formatted dates
  • Expiry Date contains only month and year (no day value)

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 being imported
  3. Once the status changes to Valid or Contains Errors, click the row to review your operations
  4. You'll see all operations in a table, with any errors highlighted at the top
  5. You can then choose to process all valid operations or fix the errors first. For more info, check the Reviewing and Processing Bulk Card Operations guide

Need more help with Bulk Operations? 

  1. Bulk Operations Overview
  2. Creating and Formatting the CSV File: learn what information to include and how to format it
  3. Reviewing and Processing Bulk Card Operations: check your operations, fix errors, and submit
  4. Managing Bulk Operations: track ongoing batches and access previously uploaded files