Allocate budgets with a CSV file
In Rewards Hub → Budgets, select Allocate with CSV, fill in the template and upload it. Everyone in the file must already be a budget holder, or the whole file is rejected.
Who can do thisSuper admins, Hr admins with allocate reward budgets
PlanRewards Hub
WhereAdmin dashboard
Last checked15 Oct 2026, against the current product
A CSV file gives budget to many people in one go. All the points come from one country’s company wallet.
Before you start
- You need to be a super admin, or an HR admin whose role includes Allocate reward budgets.
- Everyone in the file must have an account and an admin role that includes Award points. If even one person doesn’t, the whole file is rejected. See Roles and permissions.
- A file can have up to 100 people. Some accounts have a higher limit. The file must be under 5 MB.
- The total of the file must fit in the country’s Available in company wallet.
Upload the file
- Go to Rewards Hub → Budgets. Pick one Country and the Current budget cycle.
- Select Allocate with CSV.
- Check Budget type and Country. They start on what you picked on the page.
- Select Download CSV template. It has three columns:
employee_id/email_id,reasonandamount. - Add one row per person: their email address or employee ID, a short reason such as “Budget top-up”, and a whole number of points. Save it as a CSV file with a name you haven’t uploaded before.
- Select Choose CSV file and pick your file.
- Turn on Send email to receivers if each person should get an email about their budget. It’s off by default.
- Select Upload.
You’ll see “Bulk allocation uploaded”. The file is then processed in the background, so the list can take a moment to show the new budgets. Reload the page to check. You get an email with a summary when the file has been processed.
If the file is rejected
| Message | What to do |
|---|---|
| ”Row 3: expected employee ID or email, reason and amount” | Fill in all three columns on that row. Up to 20 rows are listed. |
| ”Row 3: amount must be a whole number” | Remove decimals, spaces and currency signs from the amount. |
| ”2 user(s) are not registered in the system.” | Check the emails and employee IDs. Remove anyone without an account. |
| ”2 user(s) are not eligible budget holder(s).” | Give those people a role with Award points, or remove them. You also get an email listing them. |
| ”No of entries in the csv should be less then or equal to 100” | Split the file and upload each part with a different name. |
| ”Insufficient Budget” | The total is more than the country’s company wallet. Lower the amounts. |
| ”The selected file is already submitted for processing” | A file with this name was uploaded before. Rename it and upload again. |
| ”… is over the 5 MB limit” | Split it into smaller files. |
Nothing is allocated from a rejected file, so you can fix it and upload it again.
If your company has more than one fund, CSV uploads currently take points from the Rewards fund, whatever you choose in Budget type.
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