If you want to schedule payments to many contractors at once, you can do that by importing payments. Follow the instruction below:
- Log into your account on manage.pilot.co and go to Pay contractors.
- Click on the three purple dots on the right and select 'Import from file'.
- Download the CSV template and fill it in with payment information. Keep in mind that for the correct import CSV headers should be kept.
- Upload a CSV file and click on 'Upload and import'.
If everything is correct you'll see a notification 'Successfully imported x payment records' and a list of payments that you can continue with as you would with regular payments.
In case of an error, you'll see a notification 'Failed to import x payment records'. By clicking on 'Show details' you'll see where the error is and understand how to fix it.