Import

Import

Import is the first section within e-Port (Import/Export), allowing you to import your Payee information from our products (e-PayDay Go and Legacy) or another payroll solution.

Section allows you to select from the following options, which will be expanded in a future release.

Once a File has been chosen, Settings allows you to select the relevant options for your import.

File enables you to select the location of the file you wish to import.

Validate can be selected, which processes the chosen file and advises of any issues that require correction. 

Import Settings

Field Name Header enables you to choose if the Import File contains a header record for each field.

Qualify allows you to choose if the data within the file contains a Qualifier at the beginning and end of a data segment. (e.g., "John-Jacob").

Qualifier allows you to choose the character that indicates this is a data segment. 

Delimiter lets you choose the character to separate the data within each file line.

Date Format enables you to choose the formatting of all date fields within the Import File.

Information and Error Messages

The messages below are displayed when specific actions are performed within e-PayDay Go.

Payee Import Validation Errors Error Message

The Payee Import Validation Errors Alert (Modal) is displayed when the vertical ellipsis menu Icon is selected. It indicates that the imported Payee does not meet certain validation requirements. Depending on the errors displayed, the Payee may not be able to be imported (as there are issues that cannot be resolved by editing the import file).

Payees Successfully Imported Information Message

The Payees Successfully Imported Alert (Modal) is displayed once Import has been selected.