NetFile Batch Loader User Guide
Chapter overview
- Procedural Summary – A concise overview of what you need to do, from downloading the software to uploading your legacy transactions.
- Preparing CSV Files – Before you can import your transactions, you must prepare a csv file according to certain simple specifications.
- Using NetFile Batch Loader – Procedures for using the Batch Loader software.
- Error Messages – Explains formatting problems with your csv file and how to correct them.
- Batch Loader File Specifications -Details fields you need for your csv files.
Procedural Summary
NetFile Batch Loader allows you to import legacy entities and transactions into the NetFile system in one step. Batch Loader works on Windows 95, 98 and NT.
Download NetFile Batch Loader
- Log in to NetFile as usual. Click Software, under the MISCELLANEOUS heading.
- Click the NetFile Batch Loader download link, and follow the on-screen instructions.
- Unzip the file, then click setup.exe and follow the on-screen installation instructions.
Prepare your csv files
You need one csv file for entities, and one csv file for income transactions. For an overview, see See “Preparing CSV Files” on page 3. For details, see “Batch Loader File Specifications” on page 6
Download file here
