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. 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