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How to import payee details

Import payee details into Westpac Live with a CSV file.

Check that your CSV file contains the following information. For BPAY Payees the Payee nickname, Biller Code and customer reference number. For other payees the account name, account BSB and number and payee nickname.

Step by step guide

Ensure that you have formatted the Biller Code and Customer reference number for BPAY payees or BSB and Account number (for Pay Anyone payees) as Text.

 

Save your payee details as a CSV file (common delimited) in your folders.

Navigate to Payments menu and select File Imports.

 

In the Imports section, select Import new file.

 

In the Import new file section, select CSV as the file type, select the File contains payees only checkbox.

 

Select the payee group (if applicable) and payee payment method - BPAY or Pay Anyone. Select Choose File, browse and select the csv file.

Match each column of your CSV file to the fields required and then select Upload. For BPAY Payees refer to step a and for Pay Anyone payees refer to step b.

 

a. For BPAY, map the Biller Code, Customer Reference Number and Payee nickname. Then select Upload.

 

b.    For Pay Anyone, map the Payee BSB, Payee account number, Payee nickname and Payee account name. Then select Upload.

 

A File Imported message will confirm your file has been uploaded. Select View details to check that your payees are there


 

Useful tips

  • The maximum number of payees that can be imported is 500
  • Make sure you save the CSV file in CSV format
  • BPAY and Pay Anyone payees can be imported.  However, these must be imported in separate files – BPAY payees should be in a separate CSV file to Pay Anyone payees.

 

 


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