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Recover from an uploaded list.

For tenants who don't connect Stripe, or who want to seed Recover with a specific list of overdue invoices. Works with any source: a CSV from your accountant, an export from your old billing system, or a hand-typed list.

Ready to upload?

Skip the guide and head straight to the form.

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  1. Prepare your file

    One row per customer or invoice. The parser is forgiving about column order and casing — it matches headers like Email, e-mail, and primary_email equivalently.

    • requiredname, email
    • optionalphone (any format, normalized to E.164), amount (digits, with or without a currency symbol), currency (ISO 4217), due_date, invoice_number, product, notes

    Header row recommended. The first row is treated as headers when it contains text rather than data.

    Download a sample CSV

  2. Upload

    Drop your file on the upload zone or click to browse. Maximum size 5MB. Supported: CSV, TSV, Excel (.xlsx, .xls), PDF, plain text, Markdown.

    Encrypted in transit and stored privately. Only your team can read it.

  3. Preview and validate

    The first 10 rows render as a preview. Each row is marked valid or invalid; invalid rows are skipped at launch and the reason appears on hover.

    Common invalid reasons: missing email, malformed phone, duplicate of an earlier row.

  4. Set defaults if your file lacks an amount column

    If the parser couldn't find a per-row amount, the form reveals a small "Defaults" block. Set a per-row amount and a currency, and we apply them to every row.

    Per-row amounts in the file always win over the default — defaults are a fallback, not an override.

  5. Create the recovery job

    Click "Create recovery job". agent14 creates one synthetic invoice per parsed row and queues the cadence:

    • T+0h: first email
    • T+72h: SMS
    • T+7d: offer email
    • T+14d: final email

    Cadence stops on payment, reply, or opt-out. You can pause or close the job from Jobs at any time.

  6. Watch the timeline

    Each customer's full activity is visible on their detail page. The job's outcome report shows total recovered plus per-customer status.

  7. Cleanup

    Delete the source file from Customer lists when you no longer need it. The customers, invoices, and nudges remain in your workspace.

Questions about a specific column or a parsing error? Contact us.