Import Receivers to Template

Select Transaction Information: Step 3

Import Template Transaction Field Definitions

For your CSV file, please select the order of the fields in your import file below. To specify which
fields to match for the import and which fields to update using the import file values, select the
Customize Fields to Use to Update Template checkbox.

* = required field

Customize Fields to Use to Update Template

Customize which fields to match on import and which fields to update in the template. At least one of
the following fields must be selected to match on: Receiver Name, Receiver ID or Account Number.

Field Separator
Field 1	Match or Update Field
Field 2
Field 3
Field 4
Field 5
Field 6
Field 7
Field 8
Field 9
Field 10
Field 11

If transactions in the import file have no match in the template
Add the transactions to the template as new transactions
Do not add the transactions to the template, but report them on the Import Error Report

Number of records to skip before importing

Enter a unique name for these import file parameters (steps 1-3) if you wish to save them for future use.
View Names

Process zero amount transactions as prenotes

SinglePoint Demo
Import Receivers to Template Step 3 (Update a Template) lets you map the information from your import file into the system. You can fully customize the import matching and updating process

Import & Save.

View demo hint