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How to import payments

How to import bulk payments to Plane.

Updated over a week ago

If you want to schedule payments for many contractors at once, you can do that by importing payments.

To import payments:

  1. Log into your account and go to Pay contractors.

  2. Click on the three purple dots on the right and select "Import from file."

  3. Download the CSV template and fill it in with payment information. Keep in mind that for the correct import CSV headers should be kept.

  4. Upload a CSV file and click on "Upload and import."

If everything is correct you'll see a notification "Successfully imported x payment records" and a list of payments that you can continue with as you would with regular payments.

In case of an error, you'll see a notification "Failed to import x payment records". By clicking on "Show details," you'll see where the error is and understand how to fix it.

Questions? We’re here to help! You can find more of our guides here, reach out to us at, or use Plane's in-app chat.

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