Melio offers a simple tool to save time and improve efficiency when adding customers to your account. If you have many customers, you no longer need to add them one by one. Instead, you can easily upload multiple customers at once.
This article contains the following sections:
- How to prepare your customer list for uploading:
- How to upload multiple customers
- Possible issues when uploading the customer list
How to prepare your customer list for uploading
When you upload your customer list to Melio, our system checks for duplicates, formatting, and required fields. Check the guidelines below to ensure the file is uploaded correctly.
Required file setup
Follow these steps to ensure your CSV file uploads successfully and your customer data is processed correctly:
1 - Ensure the "companyName" header exists.
This is mandatory - your upload will fail without it.
- Your CSV must include a column with the header "companyName"
- This column should contain your customer display names
- Make sure you have only one "companyName" header (duplicates will cause upload failure)
2 - Organize your customer data.
- You can include optional fields besides the customer name in your CSV file - just be sure to use the exact column names listed below. If the names don’t match, the system will skip those fields and leave them empty during upload.
| Information | Required column name in CSV file |
| Customer name (mandatory field) | companyName |
| Email address | contactEmail |
| Phone number | phone_number |
| First name | firstName |
| Last name | lastName |
File preparation options
You can create your own CSV file or download our template and fill it out with your customers' details.
Option 1: Modify your existing CSV
We suggest creating a backup copy of your file before modifying it.
1 - Rename your customer name column to "companyName".
2 - If you want to include any optional fields (email, phone number, First and Last name), change the column names as explained above.
Option 2: Use our template
1 - Download our CSV template.
2 - Copy your customer names into the "companyName" column.
3 - Fill in other columns as needed - all are optional except "companyName".
Optional columns can be left blank. This won’t affect the file upload.
How to upload multiple customers
1 - In your Melio account, select Get paid in the left sidebar.
2 - Select the Customers tab.
3 - Select this icon on the right side of the screen.
4 - In the pop-up window, select the CSV file with the list of your customers and attach it.
Tips:
- Ensure your CSV file has all the required fields formatted according to the template.
- You can create your own CSV file or download the template, fill it out with your customers' details, and attach it as described above.
- If you accidentally attach the wrong file, you can replace or delete it before submission.
5 - After the file is attached, select Submit at the bottom right of the pop-up window.
That’s it. You successfully uploaded your customers. A confirmation message will be at the top of your Get Paid dashboard.
Possible issues when uploading the customer list
Below are possible scenarios you can face when uploading your customer list and the expected result.
| Possible scenario | What happens |
| Customers have the same name and the same email address | Only 1 record will be uploaded |
| Customers have the same name but different emails | Both records will be uploaded |
| The “companyName” column is missing | The upload will fail. Make sure to add the mandatory column name. |
| The customer name column does not use the required “companyName” header | The upload will fail. Make sure to change the column name as required. |
| The optional column (email, phone number, First name, Last name) is missing, or has a name mismatch | The file will be uploaded, leaving the relevant fields empty |
| Columns are in a different order from the template | Upload will succeed as long as column names are correct |
| The file includes extra columns (not from the template) | Upload will succeed, but unsupported columns will be ignored |
| The email address or phone number is in an unsupported format | The file will be uploaded, leaving the relevant fields empty |