Watch this two-minute video to become familiar with the process of importing payees by CSV file upload.
By the end of this tutorial, you will be able to:
- Access and download the recommended CSV sample file.
- Upload your modified CSV file information into the Tipalti Hub.
- Invite payees to the Supplier Hub upon CSV upload.
Additional Resources
"Missing Header Row" is a common error seen while importing files. For help resolving this experience, refer to the following article: How to resolve "Missing Header Row" error for file imports. This article includes steps to customize and download file templates, ensuring all necessary headers are included for a successful import.