How to import payees in bulk

The Import Payees feature allows you to upload payee details in bulk via spreadsheet (e.g. CSV, xls, xlsx), making it significantly faster and easier to add payees to the platform.

1. To start, you can import payees by downloading our provided CSV template or uploading any existing payees export from another platform.

2. If using our CSV template, please fill in the template as per the column headings provided. Do not change the column headers in the template.

3. If using your own file, you will need to match the column headings to our required fields at the Match Columns stage of importing payees. More details on matching columns can be viewed here.

4. Once ready, upload your completed file and click continue and proceed to the match columns step.

Please note the following Required Fields for importing Payroll payees:

• Payee First Name

• Payee Last Name

• Account Name

• BSB

• Account Number

• Email Address (this is only required if you wish to send remittance advice to the payee)

Please note:

• We only support local payees for this import function.

• Do not change the column headers in the template.

• Double-check that BSB and Account Numbers are entered correctly.

• The email field is optional - use it if your recipients should be receiving remittance advice.

• If you make a mistake, you can always edit your payee details later in the Payees page.

• Check your list for duplicates, as these payees won’t be imported.

• If you are still having issues, the best way is to use our template here.