PayeesImport
The Import Payees feature lets you upload payee details in bulk via spreadsheet (CSV, XLS, or XLSX) — much faster than adding payees one by one.
How to import payees
- 1 Download our CSV template and fill it in as per the column headings, or use an existing payees export from another platform.
- 2 If using our CSV template, do not change the column headers.
- 3 If using your own file, you'll need to match your column headers to our required fields at the Match Columns stage. Learn how to match columns.
- 4 Upload your completed file and click Continue to proceed to the Match Columns step.
Required fields for Payroll payees
| Field | Required? | Notes |
|---|---|---|
| Payee First Name | Yes | |
| Payee Last Name | Yes | |
| Account Name | Yes | |
| BSB | Yes | Format: 123-123 |
| Account Number | Yes | |
| Email Address | No | Only required if sending remittance advice |
Before you import
A few things to keep in mind:
Only local payees are supported for bulk import. International payees must be added individually.
Do not change the column headers in the template.
Double-check BSB and account numbers — incorrect details can cause payments to bounce.
Duplicate payees won't be imported — remove any duplicates from your file first.
If you make a mistake, you can always edit payee details later from the Payees page.