Help CentreOnce you have imported your file, you will need to match the columns of your file to our platform. This will allow us to read the correct information of your payees and ensure a successful import.
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To start, our payee detail fields will be in the leftmost column ‘File column name’, and you will be able to adjust the middle column ‘your imported columns’ to match the data in your file to our platform.
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We will try to auto-map your columns to our platform. If this doesn’t look right, you can change the column entries by clicking the drop-down arrow, and selecting from the column header titles that we have found in your file. Any headings we can’t map will ask you to ‘select an option’ - click the drop-down arrow to select from the column header titles that we have found in your file.
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Make sure all columns are matched correctly to our platform columns. E.g. BSB -> Account BSB or Payee first name -> Payee name.
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Our platform will call out validation issues at this point in your import process. We will identify the cause of the issue and the location in your file that needs to be corrected. These validation issues will often be due to:
- Empty cells in your file
- Invalid bank account details
- Invalid emails
- Duplicate payees (please note that you can proceed if you get a duplicate payee warning message, however, these payees will not be imported)
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Should we find any issues in your file, you will need to correct the file for issues, and then upload it again. The best way to ensure you have no issues is to go over your file before import, and ensure that there are no missing fields and that all details are in the correct format (e.g. BSB: 123-123 not 123456789)
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Once all columns are matched, and you have no remaining red error lines on the table, proceed to the final stage by clicking continue.
