How to enter right owner’s information in batch for payments

How it’s done

1 – Export the owners’ metadata in a spreadsheet (CSV)

First, you must export the holders’ information in a spreadsheet (CSV).  To learn how, go to “How to Export Right Owner’s Metadata“.

2- Enter all the desired information in the spreadsheet.

In the respective fields, enter the owner’s information for payment.

Person: enter “pj” for corporations or “pf” for individuals

By indicating the owner as an “Individual“, the system will automatically calculate the withholding of Income Tax, according to the current tax spreadsheet.

Bank_name: enter bank name
Bank_number: enter bank number
Bank_agency: enter branch number (routing)
Bank_account: enter account number
Bank_pix_type: Enter “Email” if the Pix key is the owner’s email, “cpf_cnpj” if the Pix key is the owner’s CPF or CNPJ, “random_key” if the Pix key is a random number, “Phone” if the Pix key is the owner’s phone number
Bank_pix_code: Enter the PIX identifier as indicated in the previous field.

After entering the information, save your spreadsheet.

4 – Import the spreadsheet with all the information to update the system.

 

Done! You can now forward your holders for payments!

Got any doubts, any suggestions? Contact us!
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