Import Payee

ChequeSystem allows you to conveniently import payee information in bulk from an Excel file. To ensure a successful import, your Excel file must follow a specific format.

Download the Sample Import File

You can easily download a sample import file by clicking on the provided link within the import dialog box. This sample file serves as a template to ensure your data is correctly formatted.

Prepare Your Data

The first row of the Excel file is the header row, which defines the column names. The order of these columns is fixed and must be maintained.

Beginning from the second row, you should input your payee information row by row. If a specific column is not applicable to a payee, you can simply leave the corresponding cell empty.

Import Data

Once your Excel import file is ready, click the [Browse] button in the import dialog box and select your file. Then, click the [Import] button to begin the import process.