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How to Upload Batch Check Payments Using a CSV File

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Comprehensive Guide to Uploading and Dispatching Check Payments with the Checkflo App

Follow this guide for a detailed walkthrough on sending check payments through the Checkflo App using a CSV file.



Step by step guide

Step 1: Account Sign-In

Initiate the process by clicking the designated button to access your Checkflo Account.

Step 2: Navigate to “Upload Checks”

Visit the top menu and select “Checks” -> “Upload Checks.”

Upload Check Payments using CSV file - Step: Select Upload a CSV Methode

Step 3: Select Bank Account

Select the desired Bank Account and specify a Starting Check Number:

  • Select Check Number Starting (it starts from the first availble check number)
  • Select from CSV file (you can specify the check number in your CSV file)
Upload Check Payments using CSV file - Step: Select Bank Account and a Starting Check Number

Step 4: Upload CSV File

Utilize the “Browse” button to select your CSV file containing Check Payment Data. Subsequently, click on “Upload Batch.”

Upload Check Payments using CSV file - Step: Browse and Select your CSV File to upload your Check Payments

Step 5: Review Check Payments

Conclude the process by reviewing the uploaded check payment data. Click the “Process this batch” button to proceed to the next step, the Payment process “Checkout.”

Upload Check Payments using CSV file - Step: Review uploaded Check Payments

Tracking and Delivery Status

Once your check payments have been printed and dispatched for delivery, the tracking information becomes accessible in the “Batch Report.”

Additionally, employ the “Search” Report to filter and search for specific mailings, and observe their delivery statuses.

For your convenience, download the complete report in CSV format and save it to your hard drive.

Live Tracking Updates!

The tracking information undergoes real-time updates as soon as the carrier scans the shipping barcode at various stages of the delivery process.


Upload Check Payments using CSV file - Step: Tracking and Delivery Information

For any question please call us at 1-855-561-4273 or contact us by following this link.

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