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ezAch Direct Deposit Software: How to Import Clients From File

With ezACH software, you can add a client manually. You can also import data from .csv file, ezCheckPrinting software and ezPaycheck software. Here are the steps to import data from .csv file.

Sample data file

You can download zipped data 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 Clients from CSV File" to open the Import Clients screen



Step 3: Follow instruction on screen



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



    Step 4: View Vendor List

    When you go back to the vendor list, you will review or edit vendor(s) there.




    More Functions

  • Vendor Management: Add/view/delete a vendor


  • 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