How to Export Payees

You can export your entire payee list to a spreadsheet-ready CSV.

1. Open the Payees page.
2. Click Export CSV.
3. A file named payees_YYYYMMDD.csv downloads with the columns Name, Address, Contact No, City.

Re-importing

The same columns work for Import CSV. If a payee with the same name and city already exists, it’s updated rather than duplicated.

Tip: Export before making bulk changes so you always have a backup.