How setup works
- 1Export your open invoices to CSV.
- 2Upload the file into PaidSoon and review the mapped invoice fields.
- 3Start reminders immediately and connect a provider later if needed.
CSV invoice import
Start invoice reminder automation with CSV import.
Upload invoices from a spreadsheet and start using PaidSoon's follow-up workflow before you connect a live provider.
Source of record
Your spreadsheet remains the initial source for imported invoice data until you connect a live provider.
Why PaidSoon on top
- -Lets businesses start quickly before OAuth integrations are ready.
- -Keeps the same debtor workflow available across import and integrated paths.
- -Gives a practical bridge for teams migrating toward Xero, MYOB, or Stripe connections.
Supported workflows
Invoice import without an accounting integration
Reminder-sequence setup and debtor follow-up
Promise-to-pay tracking and dispute pause handling
A low-friction starting point for teams still deciding on full integrations
How it compares with native provider reminders
CSV import is the simplest onboarding path. PaidSoon adds the structured reminder workflow and cash-control follow-up after the data lands.