Inviting multiple payees to Corpay Cross-Border Connections

To invite more than one payee at a time, download the mass invite template, fill in your payees’ email addresses, names, and optional identifiers, and upload the template to send the mass invitations.

Important: Before you invite payees to connect with you, we recommend that you add your logo and signature to the email template. For more information, see Creating custom email templates.

To invite multiple payees to Corpay Cross-Border Connections

  1. In the toolbar, under Templates, click Connections.
  2. On the Connections page, click NEW INVITATION.

    Connections page showing the New Invitation button
  3. From the Invitation Template dropdown list, choose the template that you want to use. A preview of the selected email appears on the right side of the page.
  4. Click MASS INVITE.
  5. Click Download 'Mass Invite' template to download a pre-formatted upload template. Save the file as .csv.

    Connections Mass Invite

  6. Each file can contain a maximum of 500 invites.
    Important: Do not modify or delete the header row. Doing so, will invalidate the file.
  7. Enter the information in the file:
    • Name (required): Enter the payee's name .
    • Email (required): Enter a valid email address.
    • Identifier (optional): Add a beneficiary identifier in the Identifier column. You can enter up to 50 alphanumeric characters. If left blank, the system auto-generates an identifier. Identifier can be updated manually at any time.
    • Type (required): Enter I for individual payee or C for corporate.
    • Company (required): Required if inviting Corporate.
  8. To upload, drag & drop your file, or click anywhere in the upload section to browse and select the file.
    Note: Only .csv files are accepted. Uploading a file in any other format will trigger an error.
  9. If there are any data errors in the file, a message will appear indicating the number of invalid entries (#) Invalid Entry.  See Review and Fix Upload Errors.
  10. (Optional) In the Custom Message section, you can enter additional notes. This note won’t be saved to your default email template and will only apply to the current batch of invitations.
  11. Click INVITE to send the mass invitation.

If there are any data errors in the file, you will see a message to review the file entries.

  1. Click REVIEW ENTRIES to view the errors.
  2. In the Invalid Entries modal, mouse over the listed entry to view the error. Correct the errors in the file and re-upload.

Connections review and fix errors

Some of the common reasons a file might be invalid include:

  • Blank or missing fields - Name, Email, Type, Company (for corporate invitations)
  • Duplicate names, identifier, or email (same email assigned to multiple payees)
  • Invalid email format
  • Name exceeds 150 characters or contains invalid characters
  • Beneficiary Identifier exceeds 50 characters or contains invalid characters