How to upload payees in bulk.

Use this article to upload payees via a bulk file.

Follow the steps in the video below and download the template here.

See key below for reference values.

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Key

Business Type
LimitedLiabilityCompany 1
LimitedLiabilityPartnership 2
SoleTrader 3
Partnership 4
Charity 5
Government 6
   
Country Code
GB  
   
Currency Code
GBP  
USD  
EUR