How to export a list of payees
Sign in to Online Banking to download your payees.
Why would I export a list of my payees?
Your payee list is comprised of the recipients you have saved in Online Banking. When making a payment you can select from previously saved recipients in your payee list to avoid filling in their payment details each time you pay them. You can export your payees to a CSV file to then import into your accounting software or another Online Banking platform.
How do I export my list of payees?
- Sign in to Online Banking from a desktop
- Go to Overview > Exports and reports
- Under Payees, select Export CSV. You can also select Multiple if you have more than one payee.
Note: Payee information can be exported as a .CSV file only.