To add payees via Excel/CSV file upload, follow the steps as listed below:

  1. Login to the platform.
  2. Select My Payees in the left hand menu.
  3. Select Add Payee in the top right hand corner.
  4. Select Excel/CSV file upload.
  5. Upload your file containing the payee data. Please note, we require the following information to successfully upload each payee:
    • ABN
    • Name
    • Email
    • Address (Address Line 1, Address Line 2, Suburb or Town, State, Postcode)
    • BSB
    • Account Number
    • Account Name
  6. Select whether your file has a header row or not.
  7. Match the columns in your file to those pictured on the right of the screen.
  8. Confirm that the details uploaded are correct and select Next.
  9. Authorise the upload by clicking Send SMS Code, enter in the code provided and select Verify.
  10. Lastly, select Upload Now.

If you need any further assistance or have any questions, please email us or schedule a call by Clicking Here.