Automated Import and Export of CSV in Paymo

A cloud no-code tool for scheduled Paymo import and export with powerful transformations.
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Setting Up Process

Salesforce and CSV data loading in 3 steps

  • Step 1. Create connection

    Create a connection to Paymo and upload a CSV file from your local computer. To upload a file from the file storage, create a connection to your storage and specify the path to the file. Sign up for free if you don't have a Skyvia account yet.

  • Step 2. Select Integration type
    Use Import to extract data from CSV files on your PC or file storage, transform and load it into Paymo. Use Export to export data from Paymo into CSV files and optionally upload them to file storages. For advanced integration scenarios choose Data Flow and Control Flow.
  • Step 3. Set Up and Run Integration
    Configure integration settings using intuitive wizards and designers with no coding. You can run the integration manually or schedule it to recur at specific intervals, as frequently as once per minute.
  • And Monitor the progress
    With Skyvia you can monitor your integration runs, review per-record logs, and receive email notifications in case of errors.
Skyvia Solutions

Import CSV to Paymo

Import a CSV file to Paymo with no coding. Skyvia imports Clients, Projects, Invoices, etc. in minutes. Upload your data from a local computer or an external file storage such as Dropbox, Box, Google Drive, Amazon S3, Azure, or FTP/SFTP server. There is no need to prepare or modify a CSV file beforehand, as Skyvia enables you to configure CSV options and set up mapping while creating your integration. To run your import automatically, set up a schedule and receive notifications in case of any errors.

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Multi-format CSV Support
Import CSV files created in Excel or other tools with ease, regardless of the separators, encodings, row delimiters, or locales used.
Data Transformations
Use expression, constant and lookup mappings, alongside the data splitting and other options to perform data transformations when the CSV file and target Paymo object have different structures.
Data Relations
Automatically build relations in Paymo when importing CSV files by only specifying the foreign key relations between them.
Binary Data Import
Attach binary data from ZIP archives to your CSV files and enable the transfer of images, PDFs, and other attachments to Paymo.
DML Operations
Use any Data Manipulation Language (DML) operation for Paymo: INSERT, UPDATE, DELETE, and UPSERT.
Skyvia Solutions

Export Paymo Data to CSV

Load data from Paymo to CSV files with no code. Export Clients, Projects, Invoices, etc. automatically on a schedule. Store exported files locally or upload them to external file storages like Dropbox, Box, Google Drive, Amazon S3, Azure, or FTP/SFTP server. Export runs in a cloud automatically on a schedule. You will get notifications in case of any error.

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Extended CSV Export Options
Specify fields and apply filters to export only the necessary Paymo data. Rename columns, set the record order and compress the result file to ZIP or GZIP archives if needed.
SQL Support
Use advanced SQL options to apply complex conditions, combine data from multiple tables, or customize the exported dataset.
Related Data Export
Export data from the chosen Paymo object alongside its related objects in a single operation.
Skyvia Connectors

200+ Ready-to-Use Connectors

Set up seamless data sync across cloud apps, file storages, databases, and data warehouses.
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Skyvia Solutions

Advanced Data Integration

CSV import and export is one of the capabilities of Skyvia Data Integration. Skyvia integrates data between 200+ cloud apps and databases, supporting ETL, Reverse ETL, one-way and bi-directional sync, data migration, and more.

For advanced scenarios, Skyvia Data Flow allows you to design of a complex ETL pipelines in a visual builder, combining data from multiple sources and loading it into various destinations.

The Control Flow pipeline designer enables orchestration, custom integration logic, sequential runs, and automated error handling.

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Data Loader Use Cases

Comprehensive Paymo Data Loader

Data Enrichment 
Automate repetitive CSV imports, exports, and sync to keep Paymo updated without manual effort, reducing errors and saving time.
Data Backup
Configure automatic Paymo backups by loading data to file storages as CSVs. Ensure your 
business data is easily retrievable in case of human errors or other failures. 

Data Sharing 
Export Paymo data to CSV files and automatically upload them to the external file storage to share it with vendors, partners, or stakeholders without granting direct access.  

Data Migration 
Migrate data between systems or handle legacy data such as ERP systems which don't directly integrate with Paymo.  
Skyvia Capabilities

Why Customers Choose Skyvia

A data platform with a wide choice of tools and flexible pricing that has a solution for nearly any data integration scenario.
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Cost efficiency
Skyvia offers affordable, flexible pricing for businesses of all sizes
Ease of Use
Customer feedback highlights Skyvia's ease of use
Trust
Skyvia is trusted by thousands of organizations worldwide
Scalability
Skyvia offers no-code tools for any business scenario
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FAQ

Frequently asked Questions

How do i export data from Paymo to csv?

  1. Log in to Skyvia and create a connection to Paymo. Sign up for free if you don't have an account yet.

  2. Select the Paymo object and the fields you want to export.
  3. Apply filters to export only the necessary records.
  4. Schedule the integration or run it manually.
  5. Once done, check the export results.

See more in Skyvia documentation.

How do i import csv data to Paymo?

  1. Log in to Skyvia and create connections to Paymo (and optionally file storage) from your Skyvia account. Sign up for free if you don't have an account yet.

  2. Select the CSV file to import.
  3. Choose the Paymo object you want to import the data into and select one of the operations — Insert, Update, Upsert, or Delete.
  4. Map the columns using one of the available mapping type: column, constant, function, or lookup.
  5. Schedule the integration or run it manually.
  6. Once done, check the results.

See more in Skyvia documentation.

Can i integrate more than two data sources?
Skyvia offers data pipeline designer tools like Data Flow and Control Flow, enabling you to integrate more than two data sources simultaneously. In addition to Paymo, Skyvia supports over 200 connectors.
What other features does Skyvia offer?

With Skyvia, you have access to a suite of data-related products.

  • Data Integration. Cloud service for data integration: ETL/ELT, Reverse ETL, data sync, and advanced data pipelines.
  • Automation. A solution for automating your tasks, workflows, and processes across cloud apps and databases.
  • Query. Online SQL client with visual query builder to manage data from web browser.
  • Connect. API Server as a Service to create OData and SQL endpoints for any data source in minutes.
  • Backup. Universal backup for cloud apps with a few clicks data restore.
Do you have a free plan?

Skyvia offers a free pricing plan that includes basic features for all its products. Free Data Integration plan allows you to import and export up to 10,000 records per month. See detailed pricing plans.

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