# Bulk boarding guide

> Onboard entire merchant portfolios efficiently with bulk boarding. Streamline the process for multi-entity organizations and portfolio migrations with spreadsheet-based batch merchant provisioning

For organizations with subsidiary entities or partners managing a large merchant portfolio, boarding each merchant individually can be an arduous, time-consuming process. Payabli's bulk boarding process streamlines this operation and gets merchants boarded quickly with minimal hassle.

<Info>
  Bulk boarding isn't a self-serve process. You must reach out to the Payabli team to get started.
</Info>

## Use cases

Bulk boarding is most valuable in these scenarios:

* Multi-entity organizations: Companies that own or control sub-entities can use bulk boarding to bring all of them to Payabli at the same time.
* Portfolio migrations: Partners migrating their entire merchant portfolio to Payabli can use bulk boarding to bring all their merchants with little hassle. .

## Bulk boarding process

Before you begin, you must work with the Payabli Support team to get the spreadsheet template, discuss the number of merchants you need to board, and set expectations.

<Steps>
  <Step title="Provide merchant data">
    The partner or managing organization supplies a spreadsheet containing merchant information via secure upload.
  </Step>

  <Step title="Import and create applications">
    Payabli ingests the spreadsheet and generates an application for each merchant.
  </Step>

  <Step title="Collect signatures (If needed)">
    If needed, Payabli sends the applications for approval and signature. If all applications are under the same signer, then Payabli only needs one application signed. If each application has a different signer, then each application must be signed.
  </Step>

  <Step title="Underwriting Review">
    After applications are signed, they proceed to underwriting for risk evaluation and approval. Payabli may request further documentation during this phase.
  </Step>

  <Step title="Automated Account Provisioning">
    After underwriting approval, each application is sent through Payabli's automation workflow to formally set up the merchant account through the processor and bank. This typically completes within one business day.
  </Step>
</Steps>

## Related resources

See these related resources to help you get the most out of Payabli.

<AccordionGroup>
  <Accordion title="References">
    * **[Boarding statuses reference](/guides/pay-ops-boarding-status-reference)** - Learn about statuses and substatuses during the merchant boarding process
    * **[Paypoint statuses](/guides/pay-ops-paypoint-status-reference)** - Learn about the different statuses of paypoints
    * **[Pay In TransEvent reference](/guides/pay-in-transevents-reference)** - Learn about TransEvent values for pay in transactions
  </Accordion>

  <Accordion title="Related topics">
    * **[Boarding overview](/guides/pay-ops-boarding-overview)** - Learn how boarding merchants works
    * **[API-driven boarding quickstart](/guides/pay-ops-developer-boarding-quickstart)** - Learn to use example code to set up a custom app for boarding using the Payabli API
  </Accordion>
</AccordionGroup>