Importing Data into eForms

Import is available in eForms Standard and eForms Enterprise only
(these headings are also used in the import files for AvanTax Filing Services)

Columns and rows containing “NULL” in their first cell will not be imported.

Cell A1 of the import file must contain an indicator for the type of data being imported. For example, when importing T4 data, Cell A1 MUST contain “T4”, and when importing Relevé 1 data, Cell A1 MUST contain “R1”.

The Column Headings in the tables that follow are used by the import function to identify the information in the column so that it can be imported into the correct field in the eForms data file.

If you wish to include your own data in any row or column of the import file, but do not want eForms to attempt to import that data, enter “NULL” into the first cell of that row or column. eForms will not import information from any row or column with the word “NULL” in its first cell.

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); these values 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.
• X, Yes, Blank, No - X, Yes, Blank, No fields contain logical data and consist of “Y”, “1”, “Yes” or “X” for “Yes”; “N”, “0”, “No” or leave the field blank for “No.”
• 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 (XLSX / CSV) for details on how to import data with eForms Standard and eForms Enterprise.

A sample Excel import file is intalled with eForms, and can also be downloaded from our website. The worksheet “Sample Data (T4A)” in this file provides an example of a dataset for a T4A import.