Import payments
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      How to upload a CSV into Crezco

      Step-by-step process on how to import a CSV into Crezco

      1. Log into your Crezco account, and navigate to the Accounts Payable tab on the left hand side of the page

        Screenshot 2022-11-22 at 12.26.26


      2. 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

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

      4. Please make sure to select the CSV type you exported,
        1. For example, the CSV we are uploading is a Xero Bills CSV. Please make sure to select the applicable accounting/payroll software you exported the CSV from
        2. If you do not see your accounting/payroll software listed, please reach out to your Customer Success Manager with the CSV format you would like to get added to the list
          1. If you are not sure who your Customer Success Manager is, please email us at help@crezco.com to support you

            Screenshot 2022-08-30 at 10.04.42

      5. You will then be taken to the next page where you can review the uploaded information
        1. From here, you can then select the bills/payslips you would like to import into Crezco





      6. Once the the bills/payroll have been imported, they will now show up in your Payables tab, ready to be processed


       

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