How to Add Multiple Beneficiaries in Bulk 👥

Streamline your treasury management by registering up to 100 beneficiaries in a single step. By uploading them in bulk, their information will be securely saved in your database, speeding up future disbursements and vendor payments.

Step-by-Step Instructions

1. Payments Section: Go to the Payments (Pagos) module in your Clara account.

2. Add: Click the "Add" (Agregar) button and select "Beneficiary".

3. Choose Method: Select the "Multiple" (Múltiples) option.

4. Download and Fill: Download the official template. Enter the required information (CLABE, RFC, Name/Alias) without altering the column headers and upload your file.

5. Verify and Save: Check that the information is correct, click "Continue", and you're all set!

   Key Information	Requirement
   Bulk Limit	Up to 100 beneficiaries per upload.
   File Format	Always use the official downloadable template to prevent errors.