CSV Integration Guide
Simple, powerful bulk data management. Import thousands of records and export for offline analysis—all with your custom field names.
Try the Interactive CSV Mapping Emulator
See exactly how your data maps to DyerPay's format. Upload sample data, configure mappings, and download converted files - no account required.
Looking for CSV Examples?
See complete CSV templates and workflows for Property Tax, Traffic Tickets, and other common use cases with step-by-step guides.
View CSV Examples →Key Features
Custom Column Names
Use your own column headers. DyerPay automatically maps them to your configured field aliases.
Excel & Google Sheets Compatible
Works seamlessly with Excel, Google Sheets, LibreOffice, and all major spreadsheet programs.
Smart Data Parsing
Same flexible parsing as our API. Accepts multiple date formats, currency symbols, and formatted numbers.
Offline Capability
Download data, work offline in your spreadsheet, and re-upload whenever convenient.
Getting Started
Configure Your Field Mappings
In your DyerPay dashboard, go to Settings → Data Fields and configure custom aliases that match your existing spreadsheet columns.
Prepare Your CSV File
Create or export a CSV file with your configured column headers. Data can be in any order.
| Account # | Balance Due | Due Date |
|---|---|---|
| 12345 | $234.56 | 2024-03-15 |
| 67890 | 150.00 | 03/20/2024 |
Upload to DyerPay
Navigate to Balances → Import and upload your CSV file. DyerPay validates all data before importing.
Format Examples
Balance Import CSV
Required columns (using your custom names):
Account #,Balance Due,Due Date,First Name,Last Name
12345,$234.56,2024-03-15,John,Smith
67890,150.00,03/20/2024,Jane,Doe
54321,"1,234.56",2024/04/01,Bob,JohnsonPayment Export CSV
Downloaded payments include these fields (with your custom names):
Account #,Payment Amount,Payment Date,Payment Method,Transaction ID
12345,$234.56,2024-03-10 14:23:00,Card,txn_abc123def
67890,$150.00,2024-03-11 09:15:00,ACH,txn_xyz789ghiSupported Data Formats
Date Formats
2024-01-15 (ISO - recommended)2024/01/1501/15/2024 (US format)01-15-2024Currency Formats
234.56 (dollars)$234.56 (with symbol)"1,234.56" (with commas)-100.50 (refunds/credits)Enterprise Security & Compliance
DyerPay meets the highest security and compliance standards for government payment processing:
Compliance Certifications
- PCI DSS Compliant: Payment Card Industry Data Security Standard certified for secure card processing
- SOC 2 Compliant: Service Organization Control audited for security, availability, and confidentiality
Comprehensive Insurance Coverage
- Business Liability Insurance: Full coverage for business operations
- Cyber Security Insurance: Protection against data breaches and cyber incidents
- E&O Insurance: Errors and Omissions coverage for professional services
All payments are fully protected by industry-leading security standards and comprehensive insurance coverage. Your CSV data is encrypted and secure.
Best Practices
Do This
- ✓ Use UTF-8 encoding
- ✓ Include header row with column names
- ✓ Use ISO date format (YYYY-MM-DD)
- ✓ Test with small file first
- ✓ Keep backup of original data
Avoid This
- ✗ Don't use Excel date serial numbers
- ✗ Don't include extra blank rows
- ✗ Don't use special characters in headers
- ✗ Don't exceed recommended file size
- ✗ Don't skip required columns
Real-World CSV Integration Examples
See complete CSV integration guides with templates, field mappings, and step-by-step workflows for common use cases.
Frequently Asked Questions
What's the maximum file size for CSV uploads?
We recommend files under 10MB (~50,000 rows). For larger datasets, split into multiple files or use our API.
Can I update existing balances via CSV?
Yes! Import will update existing accounts (matched by account number) or create new ones as needed.
What happens if my CSV has errors?
DyerPay validates all rows before importing. You'll receive a detailed error report showing which rows failed and why.
Can I schedule automatic CSV imports?
Not directly through CSV, but our API supports automated imports. Contact us about scheduled imports from SFTP or cloud storage.
Looking for Real-Time Integration?
CSV is great for bulk operations, but if you need automatic syncing, check out our other integration options:
Ready to Get Started?
Start managing your balance data with CSV imports today. No technical expertise required.