Bulk Imports Overview

Learn how to import resources in bulk using CSV, Excel, and text files.

Modern Treasury supports the bulk creation of certain resources in the dashboard using Bulk Imports. Bulk Imports allow you to upload a structured files such as a CSV, Excel, or text file to create new resources.

Bulk Imports are limited to specific resources and specific attributes for those resources. See below for more details about each of those resources.

Supported Resources