Import payments via CSV
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, open Cleero Settings.
Go to CSV Data Import.
Expand the section and click Download sample file.
Open the sample file and adjust your bank’s transaction export to match the same columns and formatting.
Back in Cleero Settings > CSV Data Import, upload your CSV file using Add file.
What Cleero does
Once you have uploaded your CSV file Cleero tries to match any payment from your CSV file to unpaid orders. Matching payments are now assigned to the corresponding orders. You can find them in Payment Matches.
If automatic payment matching is active, the payment is then processed directly and the order is set to “paid.”