Import payments via CSV

Import payments into Cleero using a CSV file. Download the sample CSV, match your bank export to it, then upload in Settings.

Written by Raphael

Updated 4 weeks ago

Import payments via CSV

If you can’t (or don’t want to) connect your bank account, you can import payments using a CSV file.

Steps

In Cleero's start page you find the payment matching
Click "Import bank statement (CSV) in the top right corner
Open the sample file and adjust your bank’s transaction export to match the same columns and formatting.

What Cleero does

Once you have uploaded your CSV file Cleero assigns any matching payments from your CSV file to unpaid orders. Matching orders are then marked as paid.

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