Import creditors from excel/csv
Also see: Add Creditors Manually
Import creditors in bulk from an Excel or CSV file. This is the fastest way to add creditors to an appointment in bulk.
Before you begin
- You need Editor access.
- Download the Excel templates and fill in your creditor data before importing.
Steps
Importing a creditor with an email that already exists in the appointment will overwrite the existing creditor's data — including name, address, ROCAP amounts, and other fields. Double-check the spreadsheet before confirming the import, especially if you're re-importing after edits.
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Open the appointment and navigate to Creditors & Claims → All Creditors in the sidebar.
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Click the + New button (top-left of the page) and choose Import From File.
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The Import Creditors dialogue opens. Drag-and-drop or browse for your file (
.xlsx,.xls, or.csv). -
Click Continue to preview before importing.
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Review name, ABN/ACN, address, and amounts. The preview will highlight any rows that fail validation so you can fix them in your spreadsheet and re-import.
Always review the validation errors panel on the Preview step before clicking Import. Common errors:
- Duplicate emails (will overwrite existing creditor — see warning above)
- Invalid ABN (must be 11 digits)
- Invalid ACN (must be 9 digits, companies only)
- Missing required fields
Fix errors in the spreadsheet and re-upload or proceed if you'd like to import only the valid rows and fix the invalid ones later.
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Click Import to proceed with importing the valid creditors
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A summary showing how many creditors were imported successfully and any rows that failed (with the reason).
Note that access codes are not sent automatically when importing creditors. To grant access to creditors, use the Send Access Codes workflow.
Supported columns
Your spreadsheet can include any of the following columns. Only what you have — Keelo skips columns it doesn't recognise.
| Column | Notes |
|---|---|
| Is Individual | Y or N — determines whether the creditor is a person or company. Defaults to N (company) if omitted. |
| Creditor Name | Company name (for non-individuals) |
| Title | Mr, Mrs, Ms, Dr |
| First Name, Last Name, Middle Name | For individual creditors |
| Email, Phone, Fax, Website | Contact details |
| ABN, ACN | 11-digit ABN, 9-digit ACN |
| Address Line 1–4, City, State, Post Code, Country | Address fields |
| Occupation | For individual creditors |
| Is Related | Y or N — flags related party creditors |
| Reference | Your internal reference number |
| Debt Amount (incl. GST) | Also accepted as POD Amount |
| POD GST Amount | GST component of the debt |
| ROCAP (incl. GST), ROCAP GST | ROCAP amounts (used for auto-admit and as the baseline for assessment) |
| BSB, Account No, Account Name | Australian bank details |
| BPay Biller No, BPay CRN | BPay payment details |
| SWIFT, IBAN, Bank Name, Bank Address | International bank details |