How to export a file from BrightPay

Step-by-step process on how to export your BrightPay payroll CSV and import it into Crezco

Before you export out of Brightpay, please ensure that the bank account in Brightpay is set up to export as a BACS file. Please follow these steps:

  1. Log in to Brightpay
  2. Navigate to the 'Employer' tab at the top of your screen.
  3. Click 'Bank Accounts'
  4. Either select an existing bank account or create a new one and choose the 'Bank payments file format' as 'BACS (APACS / BACSTEL-IP / Standard 18)'. You can see this in the screenshot below.

Screenshot

Once you have completed the above, please follow these steps to export a 

  1. Log into your BrightPay account and select the Payroll tab
  2. Click on Pay Employees
  3. A window will pop up, you will want to select Bank File.

  4. Save the file.

  5. Log into your Crezco account, and navigate to the Accounts Payable tab on the left hand side of your screen
    Screenshot 2022-11-22 at 12.26.26



  6. Once on the main Payables page, please click Import Payments on the right-hand side of the page
    Screenshot 2022-11-22 at 12.36.01

  7. There you will be able to upload your recently exported Bank file

  8. Please make sure to select the Bank File type you exported, which would be BACS and then click Confirm
  9. You will then be taken to the next page where you can review the uploaded information
    1. Importing payroll/bills into our system is an all-or-nothing concept. If anything looks amiss, please make sure to cancel the import and correct any of the incorrect information on the Bank File you are trying to upload
      cancel and discard import

    2. If everything on the import looks correct, the bills/payroll will now show up in your Payables tab, ready to be processed
      save imports



 

If you have any issues with the import, please check out our help centre article - CSV import failed