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HOW TO IMPORT YOUR PAYEE DETAILS

Import a spreadsheet of your payees in Online Banking.

What payee types can I import?

You can import the following payee types into Online Banking:

  • BSB and account number
  • BPAY biller code and customer reference number.

Your payees can only be imported as a csv file. There is a maximum import limit of 400 payees at any one time.

How do I import Pay Anyone payees?

Using Microsoft Excel, create a spreadsheet with your payee’s details:

  • BSB
  • Account number
  • Account name
  • Nickname (optional).

 

Make sure you have formatted your BSB and account numbers as text, rather than general accounting or other Excel formats – and no headings are required.

Once you have completed the spreadsheet, save it as a csv file.

  1. Sign into Online Banking from a desktop
  2. Go to Payments, then select File Imports
  3. In the Imports section, select IMPORT NEW FILE
  4. Select CSV as the file type, then select File contains payees only
  5. Select Payee type - Payee
  6. Select Choose File to browse and select a .csv file to upload

 

Match each column of your CSV file to the fields in Online Banking. Map the Payee BSB, Payee account number, Payee nickname and Payee account name then select Upload.

You will see a File Imported message to confirm that your file has been uploaded. You can view your payees under View details.

How do I import BPAY payees into Westpac?

Using Microsoft Excel, create a spreadsheet with your payee’s details:

  • Biller code
  • Customer reference number
  • Nickname (optional).
     

Make sure you have formatted your Biller code and customer reference numbers as text, rather than general accounting or other Excel formats – and no headings are required.

Once you have completed the spreadsheet, save it as a csv file.
 

  1. Sign into Online Banking from a desktop
  2. Go to Payments, then select File Imports
  3. In the Imports section, select IMPORT NEW FILE
  4. Select CSV as the file type, then select File contains payees only
  5. Select Payee type - BPAY
  6. Select Choose File to browse and select a .csv file to upload


Match each column of your CSV file to the fields in Online Banking. Map the Biller code, Customer reference number and Payee nickname then select Upload.

You will see a File Imported message to confirm that your file has been uploaded. You can view your payees under View details.