Importing payments

Learn how to quickly import your bills and payroll into Crezco for smooth and efficient payment processing. This article covers simple steps to get started.

 

On this page

 

 

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Xero integration

 

Importing directly from Xero

1. Click on the 'Accounts Payable' tab on the left hand side of your dashboard

 

2. Once in the accounts payable tab, select the 'Import Payments' button in the top right hand corner of the screen

 

3. On the right hand side of the screen, you will need to select the button 'Import bills' in the Xero tile

 

4. Crezco will then import all bills that are listed under the Awaiting Payment category in your Xero bills section up to the last 365 days

 

5. Review the imported information and select which bills you are wanting to import into Crezco. Please note that all bills will be automatically selected. If you do not wish to import that bill into Crezco, you will need to deselect that bill

1. 1. Newly added contacts will be indicated with a green dot next to their name in the payees column.
   2. Invalid references will be highlighted, allowing you to edit and ensure they meet the necessary requirements.
   3. Payees with incorrect bank information will be highlighted, providing the opportunity to correct the sort code and account number as needed.
      
      

6. If everything on the import looks correct, click to 'Import selected payments'

 

7. You will then be able to see those bills show up on the Payables tab within the 'Accounts Payable' section, ready to be processed in a pay run. If you're not sure how to create a pay run, please refer to this guide.

 

 

Disabling automatic import

1. Sign into your Crezco account and select the 'Accounts payable' section on the left-hand side of the page

 

2. Navigate to the top of the Accounts payables page and click on the Contacts tab 

 

3. Use the search bar to locate the contact you wish to disable the automatic import function. Click on the contact and then on the right hand side of the page, in the contact information tile, select the 3 dots stacked on top of each other

 

4. Click on "Edit contact" option

 

5. Scroll to the bottom of the contact's page and at the bottom you will see a toggle to Disable automatic imports for this contact. Move the toggle to the left to turn off automatic imports for this specific contact

 

6. Mission complete!

 

Please note: 

• You will need to do this for each contact individually. At this point in time, we don't have the functionality to make this change in bulk. 
• Only the following user roles will be able to make this change - 
  • Owner
  • Administrator
  • Accountant

 

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Manual (CSV) import

 

How to upload

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.
   2. Please make sure to select the applicable accounting/payroll software you exported the CSV from
   3. If you do not see your accounting/payroll software listed, please email us at help@crezco.com to support youwith the CSV format you would like to get added to the list.
      
      
5. You will then be taken to the next page where you can review the uploaded information:
   
   1.  Newly added contacts will be indicated with a green dot next to their name in the payees column.
   2. Invalid references will be highlighted, allowing you to edit and ensure they meet the necessary requirements
   3. Payees with incorrect bank information will be highlighted, providing the opportunity to correct the sort code and account number as needed.
      
      
6. If everything on the import looks correct, click to 'Import selected payments'
   
   
   
7. 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 go to the troubleshooting section on this page

 

 

Supported files

• Xero Bills
• Xero Payroll
• Keypay
• BrightPay
• MoneySoft
• BACS file

 

If your current software isn't listed as an option in our Import Payments feature, we recommend using our KeyPay with Headers Example CSV template. This is the most user-friendly CSV format available in our system, making it easy to import your payment data seamlessly.

 

How to Use the KeyPay CSV Template:

1. Download the KeyPay CSV Template: Start by downloading the example CSV file from this page.
2. Add Your Data: Input your payment information into the CSV, ensuring all the required fields are correctly filled out.
3. Upload to the System: Once your data is entered, simply upload the CSV file using the Import Payments feature.

 

KeyPay with Headers Template

 

By using this template, you can ensure a smooth and efficient payment import process. If you encounter any issues, feel free to contact our support team for assistance!

 

 

Exporting CSVs

If you need help exporting your CSV to match our list of supported formats for importing, please contact your account manager at the relevant software for further assistance.

 

 

Troubleshooting

If you tried uploading a CSV into Crezco, but the import failed, please use the following points to try and problem solve before reaching out to the Crezco support team about this issue.

• Double check that all the necessary information has been correctly filled out (name, reference, bank account, sort code).
• There are no special characters such as hash signs and brackets.

 

Still having issues?

• Please send in an email to help@crezco.com

 

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