Chase Import - Use Chaser with any accounting system
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6 proactive credit control strategies to get invoices paid on time
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CHASE IMPORT

Use Chaser with any accounting system

Chase Import is a CSV import tool that allows you to quickly import your receivables data into Chaser, no matter the accounting system. If your company is using a system we do not integrate with out of the box (such as Netsuite, SAP or Oracle), Chase Import is for you.
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Set up automatic and personalised debtor chasing to get paid sooner

Chaser syncs all of your invoices and customer data through the import and lets you automatically stay on top of what is owed by your customers and collect payments faster. Easily create and automate personalised email reminders, without sounding like a robot.

Automate the manual tasks that slow you down without losing the human touch

Ensure that your customers pay their invoices on time with email reminders that look like they’ve been hand-typed and sent directly from you. Send payment reminders from your regular email address and personalise with your business' language and branding.

Custom scheduled payment reminders via email

Create smart chasing schedules to suit different customer groups, from bad payers on your watchlist, to key customers who deserve that special touch

Deepen customer insights and relationships

Get a full overview over all emails sent and replies received for each invoice and customer in Chaser’s receivables software. Easily add customer notes from your phone calls, set reminders and expected payment dates, all while keeping your colleagues in the loop.

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How to use Chase Import

1. Start your free trial

Sign up for a 14-day free trial (no credit card required) by entering your name and email here.

3. Login and connect

Go to Chaser and connect with your FTP server.

5. Results

Note that all imported items are imported as actuals.

2. Export data from accounting software

Export data from accounting software in .CSV and upload it to a File Transfer Protocol (FTP) in our format (contact support).

4. Import the file

1. Start your free trial

Sign up for a 14-day free trial (no credit card required) by entering your name and email here.

2. Export data from accounting software

Export data from accounting software in .CSV and upload it to a File Transfer Protocol (FTP) in our format (contact support).

3. Login and connect

Go to Chaser and connect with your FTP server.

4. Import the file

5. Results

Note that all imported items are imported as actuals.

Start your free trial



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