The quickest way to add all your customer information is by uploading a CSV file with their details.

  1. Click the + button in the side menu

  2. Navigate to “Contact”

navigate Melio payments

2. Select “Add a customer”

3. Select “upload a list of customers”

4. Upload your CSV and follow the instructions to match the fields:

  • Select the column for company name

  • Select the column for contact name

  • Select the column for contact email address

  • Select the column for contact phone number

5. Review and confirm

You can also upload your CSV when creating a link for a specific payment request.

When manually filling the details or uploading an invoice PDF, open the customer selection drop-down and select an existing customer, add a new one or batch upload all your customers at once:

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