Excel

Import your data from Excel to LeanPay in minutes. Reduce manual work and accelerate your collections process.

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About Excel

Excel is a spreadsheet software that’s part of the Microsoft Office suite. With its numerical calculation capabilities, charts, data analysis tools like pivot tables and support for macros, it’s widely used by businesses to track their invoices.

The accounting team lists all invoices in Excel (those that are paid, overdue, or pending) along with due dates and any additional comments needed for proper tracking. However, using Excel is time-consuming and prone to manual entry errors.

LeanPay makes it easy to centralise all your data (invoicing, contacts, and payments) and replace your Excel file. You also get access to a real-time accounts receivable dashboard to track KPIs. Customer reminders are automatically scheduled based on customisable workflows, with ready-to-use templates to simplify your work.

By digitising your collections process, you significantly reduce manual tasks and save valuable time.

Switch from Excel to LeanPay for take control of your receivables management!

à propos de notre intégration

Why integrate your Excel data into LeanPay?

Fast integration

In 2 hours max, your data is synchronised and you can send your first reminders!

Reliable and secure

Limit the risk of errors by synchronising accounting data.

Support team

Our team of experts helps you synchronise LeanPay with your accounting tools.

à propos de notre intégration

3 steps to connect your tools

Create your LeanPay account
Create your LeanPay account
Configure your settings
Create your LeanPay account
Configure your settings
Configure your settings
Once the SMS option is activated, set the sender name for your SMS messages.
Set up your LeanPay workspace according to your company to start centralizing your customer data.
Set up Electronic Registered Delivery in LeanPay, including letter templates and sender details.
Set up your LeanPay workspace to centralise your customer data.
Set up your LeanPay workspace according to your company to start centralising your customer data.
Define the sending settings for your standard or registered letters: sender address, logo, footer, etc.
Sync your data
Add an SMS step to your reminder plan
Connect your Outlook business email
Connect your Gmail business email
Add the Electronic Registered Delivery step to your reminder plan
Connect your Infolegale account
Importez vos données
Connect your Creditsafe account
Add a letter step to your reminder plan
Follow the process of importing your data from Excel to LeanPay
Centralise your email
Emails sent and received are automatically synchronised in LeanPay.
Centralise your email exchanges
Emails sent and received via Gmail are automatically synchronised and stored in LeanPay.
Send your first Electronic Registered Deliveries
Validate the sending of Electronic Registered Deliveries from your reminder to do list once the delay threshold is reached.
Send your first SMS
Start sending your first reminders
Send your first letters
Choose between automatic sending managed by LeanPay or manual approval of each message.
Your two tools are now connected
Approve sending from your reminders to-do list or let LeanPay handle dispatch automatically according to your settings
Retrieve your Infolegale data
Récupérez vos données
Get your Creditsafe data
LeanPay automatically imports the credit opinion, the Infolegale score, their historical changes and all available information for each customer.
LeanPay importe automatiquement l’ensemble des informations disponibles pour chacun de vos clients.
LeanPay automatically imports credit scores, credit limits, and financial health events for each of your customers.
Import your coverage
LeanPay automatically retrieves credit insurance contracts and amounts covered for each of your customers.

They already connected their accounting software to LeanPay

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logo brut.Logo Le Pointlogo atm plasturgielogo tout fairelogo labeliumlogo fedrigonilogo nercologo gimslogo negometallogo vivaticketlogo dernier cri
Connect your software with LeanPay now
Contact our sales team to benefit from the integration and start optimizing your debt collection
Book a demo

Got a question about integrating your Excel data into LeanPay?

How do I import my Excel data into LeanPay?
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LeanPay is compatible with Excel, no technical skills are required to import your data.

Are there any fees to connect Excel to LeanPay?
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Fees may apply to link your LeanPay account to Excel.

How long does it take to integrate my Excel data into LeanPay?
icone plus

The integration is fast. Your tools will be connected within a few hours.

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