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

Required_contact_details.jpg

 

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.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request