🚀 New Feature — Import Payment Requests

Easily upload multiple payment requests in one go! Our new Import Payment Requests tool lets you save time and streamline your workflow by uploading a spreadsheet with all the details. Perfect for batch billing, onboarding new clients, or running scheduled payment campaigns.

Learn how to use it →

Saving or Exporting a CSV of your previous customers

Importing your customers from an exisiting CSV is easy.

If you have your customer list stored in an excel spreadsheet, Google sheets, or any other customer management system you should be able to easily Export, Download or Save as a CSV (Comma Separated Values) file.

If you don't have an existing customer list you can create one with our sample CSV attached at the bottom of this help article.

Importing your CSV

1. Log in to your Pay Advantage portal.
2. Navigate to Customers in the side menu.
3. Click the Import button.
4. On the next screen, upload your CSV file.
5. Once uploaded, you'll see a preview where you can manually edit any records before finalising the import.
6. Click Import to create your customers

NOTE: We suggest you test your import first with less than 10 records. If you import your entire list and then realise a mapping or field is incorrect it can be time consuming to delete the import.

If your file contains headings these will appear above the dropdown box. You can then select the value from the dropdown that you want to match in our system. Be careful not to map the field twice otherwise an error will occur.

Depending on the number of records in your file a preview of the import will be shown and you can select which customers you wish to import. If any conflicts or duplicates are identified these will be highlighted. If your file contains a large number of records the preview screen is not shown and you will be asked if you wish to submit the file for import.

Once the file has been imported you can click on the file name from the import customers screen and view the customers, this will open a new tab that only shows customer from the import. You can then bulk delete or manage customers as required.

CSV Fields

When creating your own customer list, it's a good idea to use similar fields to the ones we use in Pay Advantage. This will make matching and organising customers much easier. The table below is a list of the fields we match to. Please note you don't need to use all of these. Custom fields can be anything you want them to be.

You can enter as many fields as you want, or leave as many blank as you want.

Related Articles

• Customer Settings & Alerts
• Deleting, Archiving & Restoring Customers
• Adding Customers from your Hosted Pages