If you have multiple bills to pay, you can skip manual data entry by importing them all at once using a spreadsheet. Simply upload a CSV or Excel file with your bill information, and Melio will create a bill for each entry in your account.
This guide shows you how to import a bill spreadsheet so you can get your bills into Melio and move straight to making payments.
This article contains the following sections:
Preparing your bill spreadsheet
Before importing your bills spreadsheet and creating new bills, you need to ensure that your spreadsheet has the correct columns. These should include:
- Business name (Required)
- Invoice number
- Invoice date
- Due date (Required)
- Bill amount (Required)
We strongly recommend including as many optional fields as possible. Providing complete bill information helps ensure a smoother import process and reduces the need for manual edits later.
If you prefer, you can download a template and submit the details manually before uploading. To get the template, select Download a template.
The supported file formats are CSV and Excel. You can import up to 300 bills at once with a spreadsheet of invoice details. The size of the file shouldn't exceed 10 MB.
Importing your bill spreadsheet
Follow these steps to upload multiple bills at once:
1 - Select the Bills tab on your Pay dashboard.
2 - Select Import from spreadsheet.
3 - The Import bills spreadsheet pop-up will now appear. You can upload a CSV or Excel file by selecting Select or drop file.
The supported file formats are CSV and Excel. You can import up to 300 bills at once with a spreadsheet of invoice details. The size of the file shouldn't exceed 10 MB.
4 - Your file will now be attached. Before uploading, you can replace or delete the file.
5- To upload the attached file, select Upload.
6- Wait for the data validation to complete. This might take a few moments.
7- Next, you will be asked to match the bill columns in your uploaded file to the columns in our system.
8- From the dropdown menu, you can change the column matching by selecting a relevant column name from your spreadsheet.
Column Errors
This occurs if some columns couldn't be matched automatically to the Melio format. If the unmatched column is mandatory, you cannot proceed with the upload.
If it’s a mandatory column, you cannot proceed with the bills upload.
To fix these errors, open the drop-down list and select the most relevant column from your spreadsheet to match it with the template.
Alternatively, you can upload a new spreadsheet that includes all mandatory details.
9- Once you have matched your columns, select Confirm and continue. To upload your file again and retry the column matching, you can select the Retry upload button.
If your spreadsheet included any vendors not yet in your account, they will automatically be added as new vendors. You will now be able to find them in your Vendors tab.
Reviewing your bill details
Once you have uploaded your spreadsheet successfully, you can begin reviewing your bills.
1- In the Review bill details screen, you can review details and make any corrections if prompted. Any data errors among the bills will have an error icon next to them and an error message beneath them. These errors will need to be corrected before that bill can be imported with the rest.
2- To edit the bill details, select Edit next to the desired bill.
3- In the Edit bill details screen, you can edit the relevant bill fields. Any errors that need to be changed will be marked in red.
4 - Once the changes are made, select the Save button at the bottom.
5- To delete unnecessary bills, select the trash can icon next to the bill you want to delete.
6 - After reviewing the entire list, select the Import button at the bottom.
7- Your uploaded bills will now appear in the Bills tab. If you like, you can pay all uploaded bills in a batch by selecting Pay (X amount) bills. You will then be directed to the Scheduling payments screen, where you can proceed with payment.
To learn more about paying multiple bills at the same time, please see the following guide.
Alternatively, you can pay them one by one another time in the bills tab.
That's it! The bills have been successfully uploaded to your account.