---
title: "Merchant Bulk Upload Requirements"
slug: "merchant-bulk-upload-requirements"
updated: 2026-04-27T15:34:35Z
published: 2026-04-27T15:34:35Z
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://resource.payrix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Merchant Bulk Upload Requirements

This topic describes the requirements and timeline for a bulk upload of merchant data and also provides a questionnaire.

Worldpay for Platforms will work with you to meet the necessary technical and underwriting requirements for boarding using the bulk upload process, streamlining the migration of existing merchants from another platform to Payrix Pro.

> [!NOTE]
> Note
> 
> This Merchant Bulk Upload process is also known as *Portfolio Conversion*, *Merchant Conversion*, *Migration*, *Import*, or *Transition*.

## Bulk Upload Requirements and Timeline

### 60 Days Before Bulk Upload

1. Notify your Payrix Pro Partner Experience Manager of your intended import date.
  - Submit all payment processor agreements for you and your merchant portfolio.
2. Submit a Bulk Upload Data Import File.
  - Map all data to each field of the Worldpay processor, as shown below:
    - [](https://cdn.us.document360.io/f243b0b3-0695-4293-966a-033fdd216918/Images/Documentation/worldpay-bulk-merchant-import-data.xlsx)worldpay-bulk-merchant-import-data173.64 KB[**](https://cdn.us.document360.io/f243b0b3-0695-4293-966a-033fdd216918/Images/Documentation/worldpay-bulk-merchant-import-data.xlsx)
    - This is the data required to bulk upload the merchants to Payrix Pro.

### 30 Days Before Bulk Upload

1. Address any data formatting or general portfolio issues identified by Worldpay for Platforms.
2. Provide your Merchant’s Terms of Service change notification plan:
  - What your change notification will say
  - How your change notification will be delivered
  - How you will capture your Merchants' agreement to the new terms
3. Provide any additional documents or information requested by Worldpay for Platforms.

### 15 Days Before Bulk Upload

1. Using 5 to 10 non-critical merchant accounts, test the initial migration.
2. If applicable, make any data formatting corrections.
3. Review auto-boarding fallout to determine if additional changes need to be made to the file to ensure greater success.

## Bulk Migration Risk Questionnaire

### Day of Bulk Upload

Work with Worldpay for Platforms to submit, upload, and auto-board the remainder of your portfolio.

Below is a list of questions that will help you prepare to initiate a Merchant Bulk Upload (*Migration*).

### General

- What is the total number of merchants you will be migrating?
- What is the intended date of migration? This must be a minimum of 60 days in the future.

### Merchant Risk Factors

- What is the average age of your portfolio (the time the merchants have been with your software company)?
- Have your merchants previously processed payments with a different processor?

### Partner Preparation

- Do you have all the required data to begin? See [Bulk Upload Requirements and Timeline](/v1/docs/merchant-bulk-upload-requirements#bulk-upload-requirements-and-timeline).
- Is there a defined Terms of Service change acknowledgment capture process ready for merchants?
- Is your Bulk Upload Data Import file formatted and ready?

An entity that can process transactions and has been onboarded through a Payrix Pro partner.

A process that primarily focuses on the following key elements of the merchant’s application and the data provided when signing up for Payrix Pro:

- Validating the merchant’s business, known as *Know Your Business (KYB)*
- Validating the owners, known as *Know Your Customer (KYC)*
- Preventing illegal and fraudulent activity
- Validating the merchant’s bank account

The process of adding clients (merchants) to the Payrix Pro platform to use the Payrix Pro payment solutions. Also known as *onboarding*.

A PayFac-as-a-service platform. Software companies can act as payment facilitators without taking on the associated risks, compliance burdens, and investment.

The company that's responsible for processing and settling the transactions that are initiated by a payment facilitator’s merchants. Along with the acquiring bank, a relationship with a processor is necessary to operate as a payment facilitator.

A business that enables financial transactions with customers from various channels such as credit cards and debit cards or bank accounts. Worldpay is the primary processor of the Payrix Pro platform, which offers limited omnichannel integration options for compatibility with third-party processors TSYS, Chase Payment Tech, Fiserv, and Global Payments.