Import Payments

PayMaker Mac 2 can import payments from text files that contain a list of values per line which are separated by a delimiter. The exact file format can be found on page Reference → CSV file format. This page describes the procedure for importing payments from text files.

1. Call the import function

Select the menu item File → Import….

2. Set import options

CSV file to import: Click the folder icon to open the file selection dialog and select a compatible text file.

Text encoding: UTF-8 is default. If umlauts etc. are not read correctly during import, you can select the encoding of the text file here.

Delimiter: Choose between tabulator, comma and semicolon.

After importing: Specify what PayMaker should do with the text file after importing it: Nothing, move it to a folder defined by you or delete it.

Create or update payment templates: If this field is checked, PayMaker also creates payment templates from the imported payments. If a payment template already exists for a recipient, it is updated.

Press Continue when you have set all options. PayMaker reads and analyzes the file, then the app displays the overview page.

3. Check payments to import

PayMaker tries to create one payment per line in the text file. If this is not possible due to an error in the data, the line is skipped and an error message with the line number and a description that is as accurate as possible is written to the log. From formally correct lines, payments are created. These are checked by the application and, if necessary, marked as incorrect (e.g. if the execution date is in the past).

The following is displayed on the overview page:

You have the following options:

Show: Display the list of invalid lines in the text file. The log can be saved.

—: Delete the payment(s) selected in the table.

Pen icon: Edit the payment selected in the table.

Import valid payments: Import all payments that are displayed without a warning icon in the table.

Cancel: Cancel the import.