Welcome to Bold!
Bold makes the payouts process accurate, reliable and easy.
The two primary functions are:
- Adding recipients to the system
- Sending transfers to recipients
Bold enables three ways to perform each function:
- Manually in the Bold Client Portal
- Batch file import (CSV)
- Server to server API
You may select whichever method is right for you, including mixing methods based on your procedures, payout frequency, and resource availability.
Manual processing is straight-forward. Log in to the Bold Client Portal and select from the navigation menu to Add Recipients and Create Transfers.
Batch processing is a popular option: + For adding recipients when switching to Bold and have a large number of existing recipients + When processing payouts on a consistent cycle such as weekly, bi-weekly or monthly
Bold’s batch file format is a simple CSV file with one row per payout or recipient. Files are imported in the Bold Client Portal and results are available immediately.
Bold offers a complete API that supports nearly every possible interaction with the system. In fact, the Bold Client Portal is run entirely on the public API suite!
The complete API Reference is included in this documentation.