Accelerated payment template creation using Microsoft Fabric

The challenge 

Many large, global Treasury teams need to import thousands of repetitive payment templates into Kyriba. These templates often require a high degree of customization to support varying user experiences and payment requirements. While this flexibility is powerful, it introduces a significant implementation challenge: because each template may differ, there is no standardized import structure. As a result, clients frequently resort to manually creating templates, increasing the risk of human error, inconsistent user experiences, and incomplete payment instructions, any of which can lead to payment failures.

The solution 

Clearsulting developed a user-friendly solution leveraging Microsoft Fabric that enables clients to populate a simple Excel file, which Fabric then dynamically transforms into an import file that meets Kyriba’s technical requirements and each client’s unique customization needs. In just minutes, thousands of bespoke payment templates can be loaded, improving security, enhancing the user payment experience, and maximizing payment success rates. 

The results

• 15K+ templates imported into Kyriba 
• 500+ hours of manual updates saved 
• 100% consistency, creating standardized user experiences and enforced security