How do I fill in my batch template?

First, select and download a template here. You’ll also find a template builder guide for each one to help you fill it in. 

Each template has its own default columns. They’ll vary depending on the type and currencies you choose. The most important columns are:

• Name — the name of your recipient, as shown on their bank account

• sourceCurrency — the currency you use to pay for your batch

• targetCurrency — the currency your recipients will get 

• Amount — the value amount of your transfer (numerical characters only)

• amountCurrency — defines your payment type:

1. Fixed Source Payment — choose this to send an exact amount in the source currency. The fees will be deducted from your recipients

2. Fixed Target Payment — chose this to send an exact amount to your recipients in the target currency. The fees will be deducted from you, and your recipients will get the exact amount

Read more about sending exact amounts using batches.

Send by email and Send to saved recipients

Log in to your Wise account and download the files from here. Then open the .CSV file with a spreadsheet app such as Microsoft Excel or Numbers and fill it out.

Saved to bank accounts

You can pre-fill some information about recipients (for example, their currency, country and amount) in our template builder.

Each currency combination requires different information. Using the template builder, choose the target currencies and click “add row" for each combination. Then all relevant columns will be added to the batch file before you download it and fill in any missing fields manually. 

Make sure you only fill in the fields starting with “e.g.”. “Email” and “Payment reference” are optional, so you can leave these blank. If you follow our template builder, you shouldn't make any mistakes. 

Tips for every template

• Don’t edit the names of the column headers — this will make your file unreadable. You can reorder columns if needed

• Each row in the file spreadsheet shows one transfer — you can add up to 1,000 transfers per batch file

• You can make batch payments to different currencies, but can only pay in one

• Once you’ve filled in your template, just save it as a .CSV or .XLSX and upload to your account