Skip to main content Skip to main navigation
Skip to access and inclusion page Skip to search input

How to import payment details

Import payment details into Westpac Live with a CSV file.

Check that your CSV file contains the following information. Required information will depend on whether your payees are Pay Anyone or BPAY.

Pay Anyone and BPAY payments should be imported as separate files.

Assure you have saved the file as a CSV file.

 

 

Step by step guide

Navigate to the 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 and ‘File contains payment information’ option. Then select Choose File to browse and select the .csv file to upload.

 

 

In the Payment details, select the payment method - Pay Anyone or BPAY, select From account, add a Description (optional), Payer name and select payment date.

In the Mapping rules section, map each column of your .csv file to the fields required and select Upload.

For Pay Anyone payees:

Include the Payee BSB, Payee Account number, Payee Account name, Payment description, Payment amount and Nickname (optional). Do not include any symbols. Then select Upload.

 

For BPAY payees:

Include the payee’s Biller codeCustomer reference numberPayment amount and Payee Nickname (optional). Then select Upload.

 

Select View details to review the payment.


 

Useful tips

  • The maximum number of payees or payments that can be imported is 400
  • BPAY and Pay Anyone payments and Payees can be imported
  • Payments can be made 24 months in advance.

 


Read more

How to export a detailed transaction history

Export your transaction details to supply to a third party.

Help reconcile and control your cash flow

Get more help on setting up Bank Feeds, including help videos.

Business hints & tips

Whether it's getting set up for success or saving time. Get up to date hints and tips for running your business.