> ## Documentation Index > Fetch the complete documentation index at: https://www.cashfree.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Beneficiary Management > Add and manage Cashfree Payouts beneficiaries with bank account or UPI details so you can send instant, automated disbursements to customers and vendors. To initiate payouts/payments to your customers, you must add them as beneficiaries to your Cashfree's Payouts account. Include their bank account details or UPI information to make instant and automated payments. You can add your customer details individually or upload them using a single file following the specified format. ## Add beneficiary Ensure you have the customer details such as name, email ID, phone number, and bank details while adding them as a beneficiary. Bank details are required to initiate payouts. There is no limit to the number of beneficiaries you add. Provide accurate information to make successful payouts. You can verify your beneficiary details like bank account number, UPI VPA, and IFSC using [Secure ID](/docs/secure-id/introduction) before making any payouts to their bank account. Follow the instructions below to add a beneficiary account: 1. Log in to the [Merchant Dashboard](https://merchant.cashfree.com/auth/login). 2. Go to **Payouts Dashboard** > **Beneficiaries** > and click **Add Beneficiary**. 3. **Add Beneficiary** pops up. In the **Beneficiary Details** screen, fill in the following information and click **Next**: * **Beneficiary ID**: Enter a unique ID to identify the beneficiary. * **Beneficiary Purpose**: Select how you want to send money to the beneficiary. * **Name**: Enter the name of the beneficiary. * **Phone Number**: Enter the phone number of the beneficiary. * **Email ID**: Enter the email ID of the beneficiary. * **Address**: Enter the address of the beneficiary. 3. Fill in the following information and click **Next**. You can skip this step and add the information later. * **Account Number**: Enter the bank account number of the beneficiary. * **IFSC**: Enter the IFSC information of the beneficiary bank account. * **UPI VPA**: Enter the UPI VPA information of the beneficiary. * **Card Number**: Enter the card number of the beneficiary. 4. Click **Add Beneficiary**. Once the verification is complete, the beneficiary is successfully added to your Payouts account. You can now initiate payouts to the added beneficiary. ## Batch upload beneficiary details When you have a large number of beneficiaries to be added, you can upload a single file with all the details of the beneficiaries you want to add in one go. Follow the instructions below to upload a batch file: 1. Log in to the [Merchant Dashboard](https://merchant.cashfree.com/auth/login). 2. Go to **Payouts Dashboard** > **Beneficiaries** > **Batch**. 3. Click the **Download Sample File** dropdown menu. 4. You will see two options: * **Amazon Pay Wallet**: Select and download this template to upload beneficiary details in bulk for making Amazon Pay Wallet transfer requests. * **Others**: Select and download this template to upload beneficiary details in bulk for other transfer requests. 5. You can download the template in an .XLS or .CSV format. 6. View the downloaded template and add the required details as mentioned in the format and upload the file to add beneficiaries in bulk. 7. Click the uploaded file to view the status of the beneficiaries uploaded in the file. ## Manage beneficiary The created beneficiaries are listed on the **Beneficiaries** screen. You can view specific details of the beneficiary by selecting a specific beneficiary. You have the flexibility to search for beneficiaries using the Beneficiary ID, Phone No., or Bank A/c Number using the Search & Filter option. You can also filter for beneficiaries based on a selected time period. **API Integration** You can also use our APIs to add beneficiaries. For more information, see [Add Beneficiary API](/docs/api-reference/payouts/v1/add-beneficiary#add-beneficiary). *** *** ## Delete beneficiary To delete a beneficiary, 1. Log in to the [Merchant Dashboard](https://merchant.cashfree.com/auth/login). 2. Go to **Payouts Dashboard** > **Beneficiaries**. 3. Select the beneficiary you want to delete and select **Delete** to the right of the dashboard. You cannot initiate payouts to beneficiaries after you have deleted them.