How do I place an order on the Pluxee Client Portal for personalized cards (with cardholder details)

To order personalized Pluxee cards via the Pluxee Client Portal, follow these steps:

✅ Step 1: Login & Start New Order

1. Go to https://account.clients.pluxee.in and log in using your registered email ID and password.
2. Select your Contract ID.
3. On the left menu, click ‘Order New Card’.
4. Choose ‘With Cardholder Details’ to proceed with personalization.
5. Select the ‘Personalized’ radio button.

✅ Step 2: Enter Order Information

1. Tick the Company/Program/Occasion Name checkbox and enter the desired label—this will be printed on all cards in the order.
2. Add a PO reference number (optional).
3. Choose your delivery type:
   1. Bulk Delivery – all cards sent to your office
   2. Individual Delivery – each card sent directly to the respective cardholder

✅ Step 3: Prepare the Employee Details File

1. Click ‘Download File Format’ to get the OrderUploadFormat Excel.
2. Fill in the required employee details in the Excel file (red fields are mandatory).
3. Refer to the ‘Help’ sheet in the Excel for field explanations.
4. Save the completed file.

✅ Step 4: Upload the File

1. Return to the ‘Order New Card’ screen and click ‘Choose File’.
2. Upload the filled Excel and click ‘Upload’.
3. If there are errors, they’ll appear in the last column. Fix the issues and re-upload the file.

Once successfully uploaded, your Pluxee personalized card order will be processed.