To get started, log in to the OakNorth web platform and follow these steps.
- From the main menu, select Payments, then go to the Bulk tab.
- Click the Pay dropdown and choose Bulk.
- Name your bulk payment (e.g. ‘Payroll April 2025’).
- Download the CSV template provided.
- Fill in the CSV
- Add the details for each recipient into the template, including:
-
- Full name
- Account number
- Sort code
- Account type
- Payment reference
- Amount
Upload and review. Once your file is complete:
- Upload the CSV to OakNorth.
- We’ll automatically check for errors or duplicate entries and flag anything that needs attention.
- If needed, fix the issues in your file and upload it again.
- Complete the payment.
Once everything looks good:
- Choose the account you want to make the payments from.
- You can either pay immediately or save the payment as a draft to complete later.
Tips and things to know
- Bulk payments can only be set up via the web app.
- Anyone with account access can create a bulk payment – it’s not limited to admins.
- There’s no limit to how many bulk payments you can make per month.
- To avoid delays, submit your bulk payments between 9am and 5pm, Monday to Friday.
Need more help?
If you have any questions, check out the Help Centre or contact our team via the Help section in your app or on the web platform.