Import File

Overview

The Import File page allows users with the relevant permissions to upload and import data files containing cheque and remittance data into the PremierCloud+ application. Files can only be imported using defined import profiles which allow the application to interpret the data in the data file to correctly create batches of cheques.

This page also allows users to review recent file import attempts, including import status and a summary of import details or errors.

Import a File

To import a file, complete the following steps:

• Select the relevant profile from the 'Import Profile' drop-down list that is suitable for the data file you want to import.
  A summary of the import profile settings is displayed on the right hand side of the page.
• Click on the 'Browse' button for the file.
• Locate and select the file you want to import in the Open file window.
  Please note that only one file can be imported at a time.
• Click on the 'Open' button once you have selected the correct file.
  The filename of the file you selected should be displayed in the 'File' box.
• Confirm the filename and import profile selected are correct and click on the 'Import' button.