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Dashboard

The Celar Dashboard provides an easy way for PSPs to manage customers. This is especially useful for operators who prefer manual workflows instead of using the api.

1. Register a Customer​

From the Customers tab in the dashboard:

  1. Click “Add Customer”.

  2. Fill in details customer details then select type (individual or business).

  3. Choose a document_type based on the customer type:

    • Individual: id_card, passport, driver_license.
    • Business: incorporation_certificate.

  4. Proceed to upload compliance documents for that customer.

  5. Click Create to save the customer.

Add Customer UIAdd Customer UI

2. Mass Upload Customers​

You can import multiple customers at once using a CSV template.

  1. Navigate to Customers → Upload CSV.
  2. Download the CSV template: Download Customer CSV Template
  3. Open the file and review the headers.
    • The template contains one sample row to show you the expected structure.
    • ⚠️ Remove this sample row before adding your own customers.
  4. Fill in the required fields.
  5. Upload the CSV file back into the dashboard.
  6. Review and confirm the imported data before saving.

Notes​

  • Country must use the ISO 3-letter standard.
    • Example: KEN for Kenya, UGA for Uganda, TZA for Tanzania.
  • Type is case-sensitive. Allowed values:
    • individual
    • business
Bulk upload customers UIBulk upload customers UI

3. Update a Customer​

To edit an existing customer:

  1. Click the three-dot menu (…) next to the customer.
Customer actions menuCustomer actions menu
  1. Select Edit.
  2. Update fields allowed which are name, email, address, wallet_address, document_type, verification_document, incorporation_certificate.
  3. You can also upload compliance documents here.
Edit Customer UIEdit Customer UI

4. Deactivate a Customer​

To deactivate a customer:

  1. Click the three-dot menu (…) next to the customer.
  2. Select Deactivate.
Deactivate customer UIDeactivate customer UI

⚠️ Deactivation is irreversible — once a customer is deactivated, they cannot be linked to new transactions.

Summary​

The dashboard allows you to:

  • Add a single customer.
  • Upload customers in bulk via CSV.
  • Update or deactivate customers.
  • Upload compliance documents at user creation or updating users.

This provides full flexibility: PSPs can mix API workflows with manual dashboard workflows, depending on their operational needs.