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5.17. Import Payee records from an Excel spreadsheet

Here are the instructions to import Payee information from an excel spreadsheet.

1. Go to the Payee Maintenance screen.

Select the Help Menu, the Import Payee File.

This will display the Import Wizard.

To import from an Excel file, select Excel file. Then click Next.

You will be shown the following screen.

Click on the eclipse to select the excel file to import from on your system.

After selecting the file, it will show the file in the above field.  Then click next.

You will be shown the following screen.

Ignore this screen and click Next to show the next screen.

Here is where you map the columns in the spreadsheet to the file in the Check Writer software.  If you click on the heading of the column, it will drop down the selection to point to the field in the software.  As shown, we mapped the Name to the Name field, then selected the Memo field to store the Memo information.  If you have address information do the same for the rest of the fields.

Click Next.

This will show you a recap of what colums are going to be placed in the Check Writer Payee fields. If you need to change anything, you can do it here or click Back to go back to the last screen.

Click Next.

This will show the data and the associated fields the data will be placed.  

Click Next.

This is the last step.  If you are just adding records to the Payee file, be sure to keep it on the Append option, otherwise if you have the Copy selected, it will delete all your records and replace it with what you are importing.

Click Next, and it will run through the Import process.  After completed, it will display back to the Payee screen with the records added.

That is it.  You have completed the Import process.