Upload a CSV file of payment instructions and send or schedule them all as a batch — instead of entering each payment one by one. You can use the Venn template or your own file (exported from your bank, accounting software, or AP tool).

Available on Plus and Pro plans, on web only (not mobile). Any team member with transfer permissions (Owner, Admin, AP Clerk, Employee) can upload a file. Payments are still subject to your business's approval rules.

Up to 300 rows per file. If you have more, split them into multiple files — note that only one bulk payment run can be in progress at a time.

No. You can upload your own file. If your column headers don't match Venn's, you'll see a mapping screen where you match your columns to Venn's fields — headers we recognize are mapped automatically.

No. This is a payment instruction file only — every recipient (and their payment details) must already exist in Venn before you upload. If you need to add recipients in bulk, use Bulk Recipient Upload first, then upload your payments file.

Venn will not process the bank details as part of the payments. Every recipient (and their payment details) must already exist in Venn before you upload. If you need to add recipients in bulk, use Bulk Recipient Upload first, then upload your payments file.

By recipient name, matched against your existing Venn recipients. Capitalization differences are fine. If the match isn't exact (e.g. "Test Co" vs "Test Inc") or the recipient isn't found, the row is flagged for your review — nothing is sent without your confirmation.

Each row needs: recipient name, payment method, amount, currency, and reference (the reference appears on both bank statements). Optional fields include account to debit, invoice number, payment date, and confirmation email settings.

Common spelling variations are recognized automatically (e.g. "e-Transfer", "eTransfer", "Interac" all work).

INR (Indian Rupee) payments are not supported in bulk upload. Send INR payments individually.

Most common formats work — 154.06, $2,847.72, CAD 500.00, USD 1000. Currency symbols, currency codes, and negatives are ignored. Do not upload zero for amount.

Yes. If Venn detects multiple rows for the same recipient (e.g. one row per invoice line item), it will group them into a single payment — amounts are summed if they have the same invoice number, same recipient information, and same payment method.

Remove any extra metadata rows first — your file should have exactly one header row with column names, followed by the payment rows.

Venn validates every row and shows a review screen with two tabs:

Click any flagged row to fix it in a side panel. Flagged rows you don't resolve can be deleted or saved to Drafts to finish later.

A summary showing which accounts will be debited, the total per currency, total fees, and total transfer amount.

No — once you submit, the batch processes even if you close the window or log out. Review the summary screen carefully before confirming. Bulk edit or bulk cancel of submitted payments isn't available.

Yes. Payments that trigger your approval rules route to the approval queue instead of sending immediately. The completion summary shows how many were sent, sent for approval, or failed.

Yes. Standard limits apply per payment (e.g. Interac e-Transfers can't exceed $10,000). Rows over a limit are flagged before submission. Anything that fails during the payment process after submitting will be saved to drafts, and an error report will be provided.

You'll see a persistent banner at the top of the app. You can safely leave the page — click the banner anytime to reopen progress. When done, you get an in-app notification and an email summary.

Payments execute one by one. If one fails (e.g. insufficient funds), the remaining payments continue. Failed payments move to your Drafts, and in the download-able summary report with the failure reason, so you can fix and retry them.

Yes. Add a payment_date (format: YYYY-MM-DD). Blank means send immediately; a future date schedules the payment. A past date is flagged for review.

Scheduled FX payments execute at the live exchange rate on the day they're sent — not the rate shown when you scheduled. You're authorizing the payment amount at the prevailing rate, so the amount debited from your account may be higher or lower than the estimate shown at scheduling. You'll see the actual rate after the payment completes.

Venn shows an indicative total per account alongside your available balance at review, and warns you if the estimate exceeds it — but doesn't block submission. FX rates are indicative and fees aren't included in the estimate, so final amounts may differ. If a payment fails for insufficient funds, it moves to Drafts for retry.

When you release it from Drafts, it's queued to send immediately.

Yes — recipients receive a confirmation email by default. You can turn this off per row (confirmation_email_send = No) or send the confirmation to a different email address (transfer_confirmation_email).