Bulk Branch Management

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    🚧 Early Release — Beta

    This product is in early access. Parameters, response structures, and behaviors are subject to change without prior notice. Do not use this version in production without previous coordination with the Kushki integrations team.

    Instructions for loading and updating configurations for multiple Branches simultaneously using a CSV file.

    1. What is bulk update used for?

    The bulk update of Branches allows you to modify:

    • Trade name
    • Store addresses
    • Number of activation codes for multiple Branches at the same time, without needing to edit each one individually.

    This process is especially useful when:

    • Merchants already exist in the console and need to have their Kushki One terminal configuration added.
    • It is necessary to update the address or name of dozens of stores at once.
    ℹ️ Note: This bulk flow is intended for merchants that already exist in the console. For new merchants, data is captured directly during Branch creation.

    2. Identify Kushki One Branches

    Branches that have Kushki One terminal configuration appear in the list with a special label called CP - Kushki One. You can filter by this label to recognize which branches are Kushki One — they will appear as follows:

    Animation: How to identify and filter Branches with the CP - Kushki One label

    ℹ️ Note: If a Branch does not have this label, it means it has no Kushki One terminals configured. The bulk process only applies to Branches with this label.

    3. Select the Branches to update

    1. In the Branch list, select two or more Branches with the CP - Kushki One label using the selection checkboxes.
    2. When two or more are selected, the Bulk terminal management button appears at the top of the list.
    3. Click that button. A modal opens and loads the bulk update screen.
    ⚠️ Important: The bulk management button only appears when two or more Branches are selected. It is not visible if only one is selected.

    Animation: Selecting Branches and opening the bulk management modal

    4. Download and complete the CSV template

    4.1 Download the template

    When the bulk update modal opens, the screen automatically generates a CSV file with the data of the selected Branches. Download this file by clicking the download button.

    4.2 File structure

    The CSV file comes pre-loaded with the following data for the selected Branches:

    ColumnPre-loaded?Description
    Branch ID / Merchant IDYesUnique identifier of the Branch. Must not be modified.
    Business nameYes (up to the name)Trade name or brand name that appears on vouchers. Must be completed or verified.
    AddressNoPhysical address of the store where the terminals will operate. Must be completed.
    Number of activation codesNoNumber of terminals that Branch will operate. Must be completed.
    ℹ️ Note: The address and number of activation codes columns are not pre-loaded. The onboarding team must fill them in with each merchant's information.

    Structure of the bulk update CSV file

    Example of the CSV file structure for bulk Branch update

    4.3 Rules for completing the file

    • Do not modify the Branch ID or the column order.
    • Fill in the address with the exact physical address of the store (not the merchant's registered address, but the location where the terminal is installed).
    • The number of activation codes must be a whole number equal to the number of terminals that will be installed at that store.
    • If a Branch already has active codes, the system will only generate the missing codes to reach the total indicated.
    • Save the file in CSV UTF-8 format to avoid issues with special characters (accents, special letters, etc.).

    5. Upload and validate the file

    1. In the bulk update modal, use the upload button to select the completed CSV file.
    2. The system automatically validates the file before processing it.
    3. If validation is successful, a message will be displayed indicating that all records are correctly created and showing the number of Branches that will be updated.
    4. If there are errors, the system lists them indicating the row and field that has the issue. Correct them in the CSV and upload it again.

    6. Submit and confirm

    1. Once the file is validated, click the Send codes button (or Process, depending on the console version).
    2. The system processes the file in the background: it updates the data for each Branch and generates the activation codes for the terminals.
    3. A message appears on screen confirming that the file has been submitted and that you will receive an email notification when the process is complete.
    ℹ️ Note: Once the file is submitted, you will receive a confirmation email with a summary of the process. The email indicates how many records were successfully updated and whether there were any errors in any specific Branch.

    Submission confirmation screen

    Confirmation screen after submitting the CSV file

    Frequently Asked Questions (FAQ)

    Can I update Branches from different Customers in the same file?

    Yes. By selecting Branches from different Customers in the general list, the CSV file will include all of them and they can be updated in a single process.

    Can I update the address or trade name of a Branch without generating new codes?

    Yes. If the number of codes field already has the correct value or no additional terminals are needed, you can leave that field with the same number it already has. The system will update the Branch data but will not generate additional codes.

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