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Direct Deposit: How to Import Transaction Data from External File

    

ezACH deposit software can import paycheck data from ezPaycheck payroll software and ezCheckPrinting software. It can also import transaction data from .csv file. Here are the steps:

Sample Data files

If you need the files for testing, you can download zipped test files here. You need to unzip them after downloading.

You can follow this file format to add your data.





Step 1: Start ezACH software.


If you have not installed ezACH deposit software, you can download and try it free at
https://www.halfpricesoft.com/NACHA-ACH-direct-deposit-download.asp

Step 2: Click top menu "Import", then click sub menu "Import Transactions from CSV File" to open the Import Transactions screen



Step 3: Follow instruction on screen

  • select the external file
  • Map columns
  • Test parse data
  • Import data

    3.1 If you have not entered/imported clients, you can import transactions with bank information to add clients and transactions.



    3.2 If you have already entered/imported clients with bank settings, you can import amount only.



    3.3 Results




    Step 4: Transaction List

    When you go back to the transaction list, review transactions and generate ACH file.




    More functions

  • How to create ACH file

  • How to upload ACH file to your bank to process transactions

  • How to import vendor from .csv file

  • ACH Direct Deposit Quick Start Guide
  • What is ACH?
  • How to start direct deposit via ACH payment
  • Sample ACH file
  • The cost of using ezACH software

  • Install and start ezACH
  • How to create NACHA ACH file for paycheck direct deposit
  • How to collect funds via ACH direct deposit

  • Bank origination account management
  • Client management
  • Transaction management
  • Create NACHA ACH file
  • Upload ACH file to bank to process transactions

  • Mutiple-user network version

  • Sample: How to import transactions from .csv file
  • Sample: ezACH guide For ezPaycheck payroll software user
  • Sample: How to import data from ezCheckPrinting software