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 Payables' tab on the left hand side of your page
   
   
   
2. Next, click 'Import Payments' on the right-hand side of the page
   
   
   
3. There you will be able to upload your 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
         
         
         
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. If everything on the import looks correct, the bills/payroll will now show up in the 'Payables' tab of the 'Accounts Payable' section, ready to be processed!

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