Import Payments

If you want to import external payments for installments from Excel, follow these steps:

  1. Open Excel and fill in the table according to the following format:
  • The first row is for headers.
  • The first column is the lead ID from Kommo.
  • The second column is the repayment amount (cents are indicated with a comma, for example, 100,50).
  • The third column is the repayment date in dd.mm.YYYY format (when the payment was received or will be received).

  1. After filling in the table, go to the “Stats” section, find the “Report by payments”, and click on “Import repayments”:

  1. Select the pre-filled file and click “Open”:

  1. Wait for the payments to load into the system:

  1. Ready! Payments are loaded.