How to assign multiple cards at once?

Table of Contents:

1. Ways of assigning cards in the Sparados service

2. How to assign couple cards at once?

3. ASSIGN - process of assigning multiple cards at once

4. EDIT - process of editing multiple cards at once

5. Naive and Simple (totalAmountType)

6. Where to find Account ID and Card Graphic ID?

7. MCC Codes

8. Where to find the status of card assignment?

9. What does a report consist of?

10. Comparison of Card Assignment via API and Batch File

There are three ways to assign business cards in the Sparados service:

1. Filling out the card assignment form (by clicking the ASSIGN CARD button).

2. Assigning a card using the Sparados API (link to documentation).

3. Using a batch file to assign multiple cards at once.

   
   

Assigning cards from a batch file works similarly to filling out the form from option 1, but it allows you to assign multiple cards simultaneously.

In this tutorial, you'll learn how to do it:

How to assign couple cards at once?

Go to the CARDS tab

After clicking the ASSIGN MULTIPLE button, you will be redirected to the page for assigning multiple cards. Here, you need to upload a valid .csv file containing all the information required to generate the cards. You can use the sample file "example.csv" provided above the main field as a reference (The data in the file is for example purposes and should be replaced).

All group limits will follow the same rules as when assigning a single card. If the assigned limit exceeds your group's limit, approval will need to be obtained from the higher-level group.

If the information in the file is in an incorrect format, the system will display a message indicating the issue with a specific row or cell:

ASSIGN

The process of assigning multiple cards at once

What should a correct CSV file contain when assigning cards?

Field name	Format	Description	Example
operation	text field	Operation Type  REQUIRED	assign – when the card is to be assigned edit – when the data on the card is to be updated
approvalId	UUID	Loan ID NOT REQUIRED FOR THE ASSIGN OPERATION
email	email	Employee's email address REQUIRED	[email protected]
phonePrefix	prefix	Employee's phone number prefix REQUIRED	48
phoneNumber	phone number	Employee's phone number REQUIRED	123456789
totalAmount	number field	Account balance (for decimal amounts, use a dot as the separator) REQUIRED	2000.99
totalAmountType	text field	ONLY FOR EDITING
limitGeneral	amount:period	Periodic limit for all types of transactions with the period (daily, weekly, monthly) OPTIONAL (no limit by default)	50:weekly
limitEcommerce	amount:period	Periodic limit for online payments OPTIONAL (no limit by default)	100:monthly
limitAtm	amount:period	Periodic ATM withdrawal limit (To block ATM withdrawals, enter 0:daily)OPTIONAL (no limit by default)	50:daily
limitForeignTransaction	amount:period	Periodic foreign transaction limit OPTIONAL (no limit by default)	50:daily
startDate	Date	Account start date in the format YYYY-MM-DD, YYYY.MM.DD, or YYYY/MM/DD REQUIRED (Current date by default)	2025-01-01
endDate	Date	Account expiration date in the format YYYY-MM-DD, YYYY.MM.DD, or YYYY/MM/DD REQUIRED	2027-01-01
cardAliasId	UUID	Account ID (you can find it in account details in the ACCOUNTS tab) REQUIRED	1ee5c171-393c-6140-b3d6-b9784a774ec2
visualId	UUID	Card graphic ID (you can find it on the card template in the CARDS -> ASSIGN CARD tab) OPTIONAL	4b8a1286-4c79-475f-8932-4f3b29e7610e
cardName	text field	Card name OPTIONAL (empty by default)	Lunch card Adam Kowalski
allowChangeRequests	yes/no	Ability to request a limit increase OPTIONAL (yes by default)	yes
labels	number field	Two-digit label codes separated by a delimiter OPTIONAL – CANNOT BE MODIFIED	22 | 35
mccList	number field	Four-digit merchant category codes separated by the "|" delimiter, allowing purchases only in a specific category OPTIONAL	5819|1911
mccType	text field	blacklist (excludes the specified MCC codes) whitelist (restricts payments only to the specified MCC codes) OPTIONAL (whitelist by default)	whitelist

EDIT

The process of editing multiple cards at once

What should a correct CSV file contain when editing cards?

💡 Tip: The easiest file to fill out for editing purposes is the card assignment report (ASSIGN) – the approvalid field is already filled in with the correct number. You only need to remove two columns – status and statusCode – and make the necessary changes.

Field Name	Format	Description	Example
operation	text field	Type of operation REQUIRED	assign – when the card is to be assigned edit – when data on the card is to be updated |
approvalId	UUID	Rental ID REQUIRED – MUST MATCH THE ONE ASSIGNED TO THE CARD	4b8a4286-4c79-475f-8932-4f3b29e7610e
email	email adress	Employee’s email address NOT REQUIRED FOR EDIT – CAN BE CHANGED IF CARD IS NOT GENERATED
phonePrefix	prefix	Employee’s phone country code NOT REQUIRED FOR EDIT – CAN BE CHANGED IF CARD IS NOT GENERATED
phoneNumber	phone number	Employee’s phone number NOT REQUIRED FOR EDIT – CAN BE CHANGED IF CARD IS NOT GENERATED
totalAmount	numeric field	Account balance (use a dot to separate decimals) REQUIRED	300.99
totalAmountType*	text field	Type of account balance. naive – adds funds to balance simple – sets current balance to new value REQUIRED (Default is simple)	naive
limitGeneral	amount:period	Periodic limit for all transaction types with the period (daily, weekly, monthly) OPTIONAL (No limit by default) – CAN BE CHANGED	50:weekly
limitEcommerce	amount:period	Periodic limit for online transactions OPTIONAL (No limit by default) – CAN BE CHANGED	100:monthly
limitAtm	amount:period	Periodic limit for ATM withdrawals (If you want to disable ATM withdrawals, enter 0:daily) OPTIONAL (No limit by default) – CAN BE CHANGED	50:daily
limitForeignTransaction	amount:period	Periodic limit for foreign transactions OPTIONAL (No limit by default) – CAN BE CHANGED	50:daily
startDate	Date	Start date of the account in the format: YYYY-MM-DD, YYYY.MM.DD, or YYYY/MM/DD REQUIRED (Default is current date)	2025-01-01
endDate	number:period or date	Expiry date of the account in format: number:period or YYYY-MM-DD, YYYY.MM.DD, or YYYY/MM/DD REQUIRED	3:months
cardAliasId**	UUID	Account ID NOT REQUIRED FOR EDIT
visualId**	UUID	Card graphic ID (you can find it on the card template under CARDS -> ASSIGN CARD) OPTIONAL – CAN BE CHANGED	4b8a1286-4c79-475f-8932-4f3b29e7610e
cardName	text field	Card name OPTIONAL – CAN BE CHANGED	Lunch card Adam Kowalski
allowChangeRequests	yes/no	Allow requests for increasing the limit OPTIONAL (Default is yes) – CAN BE CHANGED	yes
labels	numeric field	Two-digit label codes separated by delimiter "|" OPTIONAL – CANNOT BE MODIFIED	22 | 35
mccList***	numeric field	Four-digit merchant category codes (MCC) allowing purchases only in specific categories OPTIONAL – CAN BE CHANGED	5819|1911
mccType	text field	blacklist – excludes the provided MCC codes whitelist – restricts payments only to the provided MCC codes OPTIONAL (Default is whitelist)	whitelist

*Example of editing:

Simple → changes the card balance

1. You have 8,000.00 PLN / 13,776.80 PLN on the card

2. You add 14,000 PLN with Simple (+6,000 PLN)

3. Now you have 14,000 / 19,776.80

   
   

Naive → adds funds to the current balance

1. You have 8,000.00 PLN / 13,776.80 PLN on the card

2. You add 14,000 PLN with Naive

3. Now you have 22,000 PLN / 27,776.80 PLN

**Where to find Account ID and Card Graphic ID?

Most fields should be straightforward, but two columns might be harder to identify: Account ID and Card Graphic ID

Account ID:

ACCOUNTS -> Select an account

In the account details, next to the name of your account, there is a button to copy the Account ID

Card Graphic ID:

CARDS -> ASSIGN CARD

Scroll down to the Card Attributes section and select the graphic you want to assign to your new card. A button to copy the Graphic ID will appear.

*** MCC Codes

quick-reference-booklet-merchant.pdf

Download PDF • 1.15MB

If you have filled in all fields in the correct format, save your file with the extension CSV (Comma delimited) (*.csv) or CSV UTF-8 (Comma delimited) (*.csv). Upload it to the field with the "drop file or browse" cloud on the panel. You should see a message confirming that your cards are being processed.

Where o find the status of card assignment?

In the REPORTS -> BULK CARD ASSIGNMENT tab, you can track the status of card assignments and download the report when it is ready. You will also see the date, information about the number of assigned cards, and how many were successful or failed.

After downloading the report, you can open it in programs like Excel or Numbers. It contains three additional columns:

What does a report consist of?

Field name	Description	Example
status	This field will display one of two messages (success, error), indicating the outcome of the operation.	error
statusCode	Code for the status (helps you identify the error)	400
approvalid	assignment identification number	1f058dff-44ed-6222-879e-2b9a199c3a1d

Comparison of Card Assignment via API and Batch File:

API

Advantages:

✅ Integration with own systems

✅ Full automation of card management process

✅ Free access to Sparados API (API documentation)

Disadvantages:

❌ Implementation cost on the client’s side (approximately 20,000 - 40,000 PLN)

❌ Need to maintain a service connected to the API

❌ Implementation time: approximately 2 - 3 months

Advantages:

✅ Immediate implementation possible

✅No implementation or maintenance costs

Disadvantages:

❌ Manual work required to create the file

❌ Manually uploading the file to the service

If you'd like to learn more about MCC codes or assigning individual cards, check out the guides: MCC codes - what are they and how they work? How to activate Sparados card with no application?