Customers in Rotessa

Rotessa has several methods for adding customers. Finding the best method for you depends on how you plan to use Rotessa with your business.

• If you use Rotessa without an integration, and only have a small handful of customers, you should manually add each customer.
• If you have come from another software such as a banking software or maybe an industry-based software that has your customers exported to a list, it would likely be best to bulk import your customers via our CSV template.

With an accounting software integration,

• Connect your customers through an integration with QuickBooks Online
• Connect your customers through an integration with Xero
• You can also connect customers through an integration with Zapier or through an API connection.

Newly added customers in Rotessa will still have actions required and won't be ready for processing.

To have the customer in Rotessa ready for processing, send an email authorization request to the customer. Once completed, you can start processing transactions.