To use a standard importer browse to https://[hostname]/Paygate/Collections/Data/Import  or choose Collections > Data Import and Export from the menu and select 'Import Data'

• Select the PayGate Group that the payers will be imported into.  
• Choose the data format: CSV.  Note: CSV is currently the only supported format
• If the payers are new mandates and you wish PayGate to create the required AUDDIS message for the bank then click the check box 'Tick if payers are new...'.  With this option ticked PayGate will automatically create a 0N AUDDIS message and send it to BACS in the next AUDDIS submission.  Only tick this box if they are new payers.  If you are importing payers from another DDMS system then leave the option un-ticked.
• If you are migrating your payer to use AUDDIS and wish PayGate to automatically create the required migration (0S) AUDDIS submission file, then click the  second (0S) check box.
• Click ‘Select File’ and browse to the file containing the payer data.
• Click ‘Import’ to carry out the import process.

Note: You must be a member of the ‘DdmsDataImportExport’ role in order to import or export payer data.

PayGate will now read the file and attempt to import as many payers as possible.  After importing PayGate will display a post Import report that shows you howmany records were processed and how many were successfully imported and how many where rejected.

In the screen shot below all payer in the file were imported correctly.  

Auto-Detecting column headers

If, during the import, PayGate detects any of the following words in the first row: sortcode, sort code or sorting; PayGate will treat the whole line as a header and ignore it.  All subsequent rows will be imported as usual.