Headings for Import Files

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eForms Standard & Enterprise Only

 

Column headings are used by the import function to identify the information in the column; the keyword "NULL" can be used as the heading of any column you wish the import to ignore. If data exceeds the maximum size of a field, an error message will be given and the import process will be halted. Where applicable, default data that will be used if a field is empty (or not represented in the import file) are listed in the Comments & Examples column in bold print. The various formats used are described below:

 

Text - Text fields may contain letters, numbers, spaces and punctuation. In some cases, they must be in upper case (such as Province, Postal and Country codes); otherwise, mixed case is acceptable.
Yes/No - Yes/No fields contain logic data and consist of "Y," "1," "N" or "0;" very rarely "Yes" and "No" may also be entered.
Currency - Currency fields contain dollar amounts and are formatted either in dollars and cents or in dollars only. If no decimal value is entered a whole dollar amount will be assumed.
Numeric - Numeric fields may only contain numbers; either integer or decimal. The number of decimal places will be specified if applicable.

 

See Import from Excel File and Import from CSV File for sample import file layouts. Excel templates have been installed with eForms and can be accessed via the TOOLS > IMPORT / EXPORT DATA > OPEN EXCEL TEMPLATES menu.

 

Cell A1 (import from Excel) or the first data element (import from CSV) must contain a heading defining the type of data to import. The table below shows the appropriate heading for each from included with eForms (click on any form for detailed heading information):

 

Form

Contents:

Form

Contents

COMPANY

NR4

RRSP

T1204

T2200

T2202A

T3

T4

T4A

T4ANR

T4ARCA

T4PS

T4RIF

T4RSP

Company data

NR4 data

RRSP data

T1204 data

T2200 data

T2202A data

T3 data

T4 data

T4A slip data

T4ANR data

T4ARCA data

T4PS data

T4RIF data

T4RSP data

T5

T5007

T5008

T5013

T5018

TFSA

T4

R2

T5

R8

R15

R16

R17

R18

R25

T5 data

T5007 slip data

T5008 data

T5013 data

T5018 data

TFSA data

R1 data (imports into T4 record)

R2 data

R3 data (imports into T5 record)

R8 data

R15 data

R16 data

R17 data

R18 data

R25 data