With batch payment, you can pay all your contractors at once. This process can be simplified by using a CSV file, which you can download, enter the payment information, and then import back to the platform. However, when you open the CSV file, you may notice that the three required columns are aggregated into a single column, as shown in the image below.
Importing the CSV file in this format will result in an error, and you won't be able to perform the payment. This guide will walk you through the steps to format the CSV file correctly within Excel, so you can smoothly perform the payments without any issues.
Step 1: Identifying the Aggregated Column
Locate the column where all the payment information is aggregated. This column needs to be separated into three distinct columns: one for each type of payment information.
Step 2: Accessing the Text to Columns Feature
Proceed to the "Data" tab in Excel's top menu, where you'll find the "Text to Columns" option. Click on it to open the "Text to Columns" wizard, which will help you with formatting.
Step 3: Selecting the Delimiter
In the wizard's first step, choose the "Delimited" option as your formatting parameter. This is because the data in the CSV file is delimited, meaning that the different types of payment information are separated by specific characters, in this case, commas.
Step 4: Specifying the Delimiters
On the next screen, you will see a list of delimiters. In our case, since commas separate the data, make sure to check the box next to "Comma." You can preview the changes made to your data in the "Data Preview" section, which will now show the three columns correctly separated.
Step 5: Choosing the Data Format
In the wizard's last step, keep the "General" option selected for all columns. This ensures that the data remains in its original format without any unwanted conversions.
Step 6: Completing the Process
Click on "Finish" to complete the text-to-columns process. Once finished, your data should be correctly formatted, with each payment information in its own column.
Congrats! Your data has been successfully formatted, and you can now import it back to the platform to perform the batch payment smoothly.
If you need more help performing a batch payment using the formatted data, please click here.