Got a long list of recipients from another bank account or system? Upload them all in one go using a CSV file. It’s the fastest way to get set up – no need to add them one by one. Here’s how:
- Go to the ‘Recipients’ area on OakNorth web
- Download the CSV template
- Fill it out – add your recipients’ names and account details to the template. Some banks let you export payment history or payee information, which can help speed things up. If not, check if your accounting platform holds the details you need.
- Upload the file and we’ll run our usual checks
- Need to make a change? No problem – just update your CSV and re-upload it
- Once you’re ready, tap ‘Add’ and your recipients will be imported to your account
Already have some recipients saved? Head to ‘Recipients’, open the ‘Add’ dropdown, and select ‘Upload CSV’ to add more.