Drivers are one of the key assets to manage with PayByPhone Business.
Account Owners and Business Managers create Driver Profiles in two ways:
- Singular creation using the driver add modal.
- Bulk Driver Profile creation using file upload.
Bulk Driver Profile creation using file upload.
- Select Drivers from the menu on the left
- Click Upload. This will open the upload dialogue box.
- Download the template.
- Add your driver details, checking the data format is correct.
- Driver names: Text string
- Driver email: email@example.com
- Country code = UK
- Phone numbers
- Save the template as a *.csv file.
- Click Upload to upload the .csv file you have saved.
N.B Time will be required to validate and to upload the Driver Profiles before they are shown in the Drivers section of the PayByPhone Business Portal.
If there are any errors with the data upload process, an email will be sent to the email address of the user who uploaded the file.