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Feature Request
This is an on-demand feature. Please raise a request with your Razorpay point-of-contact to get it activated on your Razorpay account. You can send an invite link to an individual account or multiple accounts.

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Add One Sub-Merchant

To invite a new sub-merchant using email ID:
1

Log in to the Dashboard.

Log in to the Dashboard.
2

Click **Partner** and navigate to **Affiliate Accounts**.

Click Partner and navigate to Affiliate Accounts.
3

Select the **Payments** or **RazorpayX** tab depending on the produ...

Select the Payments or RazorpayX tab depending on the product you want to refer a client to.
4

Click **+ Add New Clients**.

Click + Add New Clients.
5

Select the app for which you want to add a client.

Select the app for which you want to add a client.
6

Under the **Using Email** tab, enter your contact's details. Click...

Under the Using Email tab, enter your contact’s details. Click Send Invite.

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Bulk Upload Sub-Merchants

You can send invites to multiple users using the Bulk Upload option. Upload an XLSX or CSV file with the Dashboard’s required data. This sends a single sign up invitation link to multiple affiliate accounts in bulk. This enables your sub-merchants to sign up and register on Razorpay.

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Bulk Upload Template

To view and understand the file format requirements, download the sample template. The account creation template contains the following headers. account_name optional : Name of the sub-merchant’s account. email mandatory : The Email address of the sub-merchant.
Watch Out!
  • Do not modify field names/headers (account_name and email) in a batch as it might result in an upload failure.
  • There should be only 1 sheet in the file.
  • The size of the file can be up to 50 MB. You can add up to 5,000 rows in a particular file. The links will be processed in the same sequence as listed in the file.
To add multiple accounts using the bulk upload template:
1

Log in to the Dashboard.

Log in to the Dashboard.
2

Click **Partner** and navigate to **Affiliate Accounts**.

Click Partner and navigate to Affiliate Accounts.
3

Select the **Payments** or **RazorpayX** tab depending on the produ...

Select the Payments or RazorpayX tab depending on the product you want to refer a client to.
4

Click **+ Add New Clients**.

Click + Add New Clients.
5

Select the app for which you want to add a client.

Select the app for which you want to add a client.
6

Shift to the **Bulk Upload** tab.

Shift to the Bulk Upload tab.
7

Upload the file. You can drag and drop or **click to upload**.

Upload the file. You can drag and drop or click to upload.
8

The file is validated for any associated errors and uploaded to the...

The file is validated for any associated errors and uploaded to the Razorpay server. Click Next.
Once the file is successfully processed, you will receive the account creation status via email. The email attachment will include both success and/or failure details for each account, including the error code and exact reason for the failure.
Share a referral link with potential sub-merchants via social media or instant messengers. You can also copy the referral link and send it via email. To add sub-merchants using a referral link:
1

Log in to the Dashboard.

Log in to the Dashboard.
2

In the **Partner** section, navigate to **Affiliate Accounts**.

In the Partner section, navigate to Affiliate Accounts.
3

Select the **Payments** or **RazorpayX** tab depending on the produ...

Select the Payments or RazorpayX tab depending on the product you want to refer a client to.
4

Click **+ Add New Clients**.

Click + Add New Clients.
5

Select the app for which you want to add a client.

Select the app for which you want to add a client.
6

Switch to the **Public Link** tab.

Switch to the Public Link tab.
7

You can share the link using:

You can share the link using:
  1. Copy button: This copies the referral link. You can copy-paste this link and send it via email or instant messaging apps such as WhatsApp.
  2. Facebook: Click the Facebook icon to share the referral link as a post on your Facebook account.
  3. Twitter: Click the Twitter icon to send a tweet with the referral link.
  4. WhatsApp: Click the WhatsApp icon to send a message with the referral link.
Businesses can click on this referral link and sign up as an affiliate account. As a Service Partner, you will get 0.1% commission for every transaction done by the affiliate accounts who sign up using this link.

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Actions After Inviting

The actions after inviting differs based on the product referred.

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Payments

Your contact will receive an invite via email and SMS to create a Razorpay account. To get started, the contacts invited for Payment products, must proceed to create a Razorpay account and complete account activation and KYC Verification. The newly added Payments sub-merchants will appear on your list on the Partner Dashboard with a default Activation Status as Not Submitted.

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All Invites and Accepted Invites Sub-merchants invited for Payments can be seen under Payments.
  • You can check all the invites sent in the All Invites tab. Here you can resend invites to your contacts.
  • To see the contacts that have accepted your invite, switch to the Accepted Invites tab. Here you can check the activation status and request for KYC.
You can use the Switch option to access the sub-merchant’s account. Once you are on the sub-merchant’s Dashboard, you can perform all the actions that the sub-merchant can perform. Know more about switching to sub-merchant Dashboard.

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RazorpayX

A RazorpayX affiliate will be displayed with a default CA status as Application not initiated. Sub-merchants referred for RazorpayX powered Current Account must log in to their RazorpayX Dashboard and initiate Current Account application. Sub-merchants invited for Current Account can be seen under RazorpayX: