Delimited Format
Administration > File Importing > File Formats >

Delimited files use a special character, such as a comma, to separate the different fields of the file.  When a comma is used it tends to be called a CSV file.  Other common delimited files use semicolons and tabs as the delimiter.  PayGate Desktop can read almost any delimited file.

Name
Give the importer a short descriptive name that identifies the purpose of the importer.

Description
You can optionally add a longer textual description of the importer is required.

Column Mapping
Column mapping is where you tell PayGate which fields in your incoming files map to various payment elements.

Go through each column of the incoming filed and assign them to a BACS field.  If a column contains data that should not be mapped to a BACS field then un-tick the box mark ‘Enabled’ and PayGate will ignore the column.

The following is an example of a section from a completed mapping.

 


Advanced

Delimited Character
This is the delimiter character of the incoming file.  For tab delimited files use the word TAB.

Fields are enclosed in quotes
Quotes are often used in CSV files that contain address that contain commas.  Use this option is your incoming file uses quotes in this way

Skip First line
Use this option if you incoming file contains headers that need to be ignored.  You can ignore more than one line by adjusting the line amount.

Skip last line
Use this option if you incoming file contains footers or trailer records that need to be ignored.  You can ignore more than one line by adjusting the line amount.

Date Format
Provide PayGate with the format of any contained dates by using this option.  See this page for more information.
For files contain a date in the pseudo-Julian format yyddd, use the word: BACSDATE.

Amount in pence.
If the incoming file represents the amount in pence (e.g. £100 is represented as 10000) then tick this option so that PayGate automatically converts the amount into pounds and pence.

Sort codes contain hyphens.
It is common to represent sorting codes with hyphens (e.g. 01-02-03).  If your incoming file represents sort codes in this way then tick this option.

Comment Tokens
A comment token is a string that, when placed at the beginning of a line, indicates that the line is a comment and should be ignored by the parser.  PayGate will ignore any liens that start with a comment token.

Trim White Spaces
If selected PayGate will automatically trim any white spaces from the start and end of a field.  Whitespaces in the middle of a field will be preserved.

Remove zero value credits
If selected PayGate will ignore any payment instructions that have both a transaction code of 99 and a zero amount.  This will prevent the file from failing validation at the submission creation stage.

 

 


 

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