Ready to start paying your business expenses with Melio? Avoid manual data entry for a lengthy list of existing bills. If you have your bill information in a spreadsheet, you can get your Melio account set up faster by uploading all your bills at once.
This guide shows you exactly how to import multiple bills directly into your account using a CSV or Excel file, so you can move straight to making payments.
This article contains the following sections:
How to import bills
Follow these steps to upload multiple bills at once:
1 - From your Bills tab, select Import bills.
2 - From the dropdown menu, select Import bills spreadsheet.
3 - Upload a CSV or Excel file.
To successfully import your bills, you would need to include the mandatory fields:
- Business name
- Due date
- Bill amount
And recommended optional fields:
- Invoice number
- Invoice date
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.
File Requirements:
- Supported file formats are CSV and Excel.
- You can import up to 300 bills at once.
- The file size shouldn't exceed 10 MB.
- If the file isn't ready, you could download a template and submit the details manually before uploading.
4 - Wait for the data validation to complete. This might take a few moments.
5 - Review column details. The screen shows how your spreadsheet data will align with the fields in Melio.
- You can change the column matching by selecting a relevant column name from your spreadsheet (from the drop-down menu).
- For optional columns, you can select ‘Do not import’ if you don’t want to upload this information.
Then, select Confirm and continue.
6 - Review bill details:
- You can delete unnecessary bills by selecting the trash can icon next to the bill you want to delete.
- To edit the bill details:
a. Select Edit next to the desired bill.
b. Change the details in the pop-up window.
c. Once the changes are made, select 'Save' at the bottom right.
7 - After reviewing the entire list, select the button to Import bills at the bottom right.
That's it! The bills are uploaded successfully to your Melio account. You will now be redirected to the Bills tab.
The uploaded bills will be highlighted as shown below. You can pay multiple bills at once. For more information, please refer to this guide.
If your list includes any vendors not yet in your Melio account, we will automatically add them to your Vendors tab.
Possible errors when uploading bills and how to fix them
There are two types of errors you can encounter when uploading your bills spreadsheet:
Data errors
Here are the most common data errors when uploading a CSV or Excel file:
- Missing mandatory information (e.g., bill amount, Due date, or Business name).
- Invalid format for fields (e.g., Invalid date format or amount).
You can see all the errors by switching the Show errors only toggle.
How to fix any of these errors:
1 - Select the Edit button next to the bill that has an error.
2 - In the pop-up window, update or change the relevant fields. The fields highlighted in red need to be submitted or corrected.
3 - Once everything is fixed, select Save at the bottom right.
You can now proceed with uploading your bills.
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.
How to fix:
- Open the drop-down list and select the most relevant column from your spreadsheet to match it with Melio template.
- Or upload a new spreadsheet that includes all mandatory details.
You can now proceed with uploading the bills.