Manage converter templates

Estimated reading: 4 minutes 559 views

Index

The Manage converter templates, allow you to create your own template that matches your Excel file and allows for the converter file to upload via the Netcash system.

 

  • Login to Netcash.
  • Click on Account Profile.
  • Issue the service keys required in the Netconnector menu.
  • Select Integration tools > Manage converter templates.
  • Click the New Template button.
  • Choose your service and instruction, and click Next.
  • Please take note of all the mandatory data which is required in your Excel spreadsheet > click Next.
  • Choose your Excel file, give your template a name and select Upload file.

Note:

  • Additional tips for editing your Excel sheet:
  • Your Excel file must not contain any formulas.
  • Ensure your columns have been formatted correctly.
  • Delete blank rows and columns around your data.
  • Do not use a comma as a decimal separator in the amount field.
  • Match the mandatory fields to your spreadsheet columns.
  • When done > click on Save.

Note: The drop-down list contains the headers you have in your Excel spreadsheet.

  • Click on Save once all the matching is complete.

Creating converter templates and submitting files for processing

  1. Login to Netcash.
  2. Click on Account Profile.
  3. Issue the service keys required in the Netconnector menu.
  4. Select Integration tools > Manage converter templates.
  5. Click the New Template button.
  6. Choose your service and instruction, and click Next.
  1. Please take note of all the mandatory data which is required in your Excel spreadsheet > click Next.
  2. Choose your Excel file, give your template a name and select Upload file.

Note:

  • Additional tips for editing your Excel sheet:
  • Your Excel file must not contain any formulas.
  • Ensure your columns have been formatted correctly.
  • Delete blank rows and columns around your data.
  • Do not use a comma as a decimal separator in the amount field.
  1. Match the mandatory fields to your spreadsheet columns.
  2. When done > click on Save.

Note: The drop-down list contains the headers you have in your Excel spreadsheet.

  1. Click on Save once all the matching is complete.

DebiCheck Authentication Converter Codes

Please insert the correct codes in your Excel spreadsheet for the Collection Day column from the table below.

For example: Debit date is the 15th of the month, select the code “MNTH_15”.

Need more assistance?
Contact your Relationship Consultant on 0861 338 338 or email us on support@netcash.co.za
Share this Doc

Manage converter templates

Or copy link

CONTENTS