What information do I need for my CSV file of customers?

  • Updated

It's easy to upload multiple customers to your Melio account in one go.

You’ll need to create a .csv file with your customer details, including the following column headings:

  • Company name
  • Email
  • Contact name
  • Phone number



Your CSV file can contain other information, but it must include these fields so that Melio will be able to send payment requests to your customers.

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