How to export your Xero payroll into Crezco

Step by step process on how to export a payroll CSV and how to import it into Crezco

Approximate time to complete - 4 minutes

Before exporting please note the following

  • You can export invoices or bills, credit notes, prepayments, and overpayments to a comma-separated values (CSV) file. You can't export repeating invoice or bill templates.
  • Your user role determines what you can export. If you can’t access the detail in Xero, you can't export it.
  • The export includes all transactions by default (up to a maximum of 500). You can export by status, or add a search to filter transactions into groups if you have more than 500 to export.
  • Each transaction line item is listed as a separate line in the exported CSV file. This keeps the file consistent with the format needed to import invoices and bills back into Xero.

How to export your payroll on Xero and import them into Crezco

  1. Log into your Xero account and navigate to the Payroll tab and select Pay employees
    pay employees

  2. Select the payroll/payrun in which you would like to run through Crezco
    Screenshot 2022-08-30 at 09.56.10

  3. Click on the options button in the bottom right hand corner of the screen, and select Bank payment file
    Screenshot 2022-08-30 at 09.44.19

  4. Please select the BACS file option
    BACS file

  5. Your payroll will now be exported as a CSV that you can now import into Crezco

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


  7. 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

  8. There you will be able to upload your recently exported CSV file

  9. Please make sure to select the CSV type you exported, which would be Xero Bills CSV and then click Confirm
    Screenshot 2022-08-30 at 10.04.42

  10. 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 CSV 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 Pay tab, ready to be processed
      save imports

 

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