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How to Create Cards in Bulk

In a few easy steps, you can create multiple Rho cards in bulk for a group of employees.

After logging in to Rho, select the Cards tab in the left navigation menu, followed by Team Cards.

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On the right-hand side of the screen, click the black Create Card button, followed by the Bulk Create Cards option in the drop-down menu.

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This will prompt an “Upload CSV” pop-up window. To ensure a smooth upload process, we recommend using the CSV file template you can access by clicking download the template.

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Inputs for CSV file:

Input name Optional? Examples

User Email

No

test@rho.co

Card Type

No

Virtual, Physical

Card Limit Amount

Yes

Example: 1000

Card Limit Type

Yes

Fixed, Monthly, Single User

Budget Name

Yes

Test

Shipping Address

Yes

Example: 100 Crosby Street

Once you are finished adding your data, proceed to upload the file and click Import & Review.

This will bring you to the Review and Create Cards screen, where you should see your uploaded CSV information and any errors that have been flagged. Take a moment to review the listed information and make any corrections as needed as you can edit any of the values listed.

For convenience, you have the option to set bulk settings by selecting the checkmark next to the desired individuals and choosing the applicable setting to apply from the row of buttons found in the top-right corner.

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Once you have finalized the information, save your changes and create the cards by clicking the Submit button.

These cards will now appear in the Cards section of your Rho dashboard.

Rho is a fintech company, not a bank. Checking and card services provided by Webster Bank, N.A., member FDIC; savings account services provided by American Deposit Management Co. and its partner banks.