Contacts in Internet Banking

Adding contacts

To add a contact:

1. Select the Contacts tile
2. Select the + icon at the top right corner of the screen
3. Select the type of contact you want to add
4. Follow the prompts

You can also add a contact when making a payment. Select New Payee when making a payment to a new Pay Anyone contact, or New BPAY Biller for a BPAY® payment.

To add a new Pay Anyone contact using a PayID, you need to make an initial payment to that PayID.

Searching contacts

You can use the search bar on the Contacts screen to search for the name of a contact. You can also use the tabs on the Contacts screen to filter the list by type.

For example, if you want to search for your Telstra BPAY contact, you could:

1. Select the Contacts tile
2. Select the BPAY tab
3. Type T in the search bar to filter by billers starting with T

Remember to look for names you may have changed. For example, you may have renamed Foxtel to Pay TV or Cable.

Sharing contacts

Internet Banking allows you to download contacts for your own use and to share with other Internet Banking users. Contacts are downloaded in CSV file format.

Please note:

• This feature is only available when using Internet Banking on a web browser
• BPAY^® billers with editable CRNs cannot be downloaded
• Only contacts files downloaded from Internet Banking that have not been modified can be uploaded. This restriction is in place to ensure files have not been tampered with
• You must have a security token set up to upload a contacts file

To download your contacts:

1. Select the Contacts tile
2. Scroll to the bottom
3. Select Download contacts
4. To download all your contacts, select the Select All Contacts button at the top of the list; or
5. To choose which contacts are downloaded, tick the check box to the right of each contact you want to download
6. Scroll to the bottom
7. Select the Download button

To upload a contacts file:

1. Select the Contacts tile
2. Select the + icon at the top right corner
3. Select Upload Contacts
4. Select Choose file
5. Locate the CSV contacts file you want to upload
6. Enter your security token
7. Select Upload

You can also view the Importing contacts guide for screenshots of each step.

Inactive contacts

An inactive contact is a contact that you have not paid in the last 13 months.

When you make a BPAY^® or Pay Anyone payment, inactive contacts are not displayed. This helps reduce the number of options when making payments to those you are most likely to use.

Deleting contacts

To delete a contact:

1. Select the Contacts tile
2. Find and select the contact
3. Select Delete Contact

To view deleted contacts:

1. Select the Contacts tile
2. Scroll to the bottom
3. Select Show deleted contacts

Grey icons

If you are a non-titled member to an account, all the contact icons associated with the account will be coloured grey.