ezAch Direct Deposit Software: How to Import Clients From File

With ezACH software, you can add a client manually. You can also import data from .csv file, ezCheckPrinting software and ezPaycheck software. Here are the steps to import data from .csv file.

Sample data file

You can download zipped data files here. You need to unzip them after downloading.

You can follow this file format to add your data.

vendor file

Step 1: Start ezACH software.

If you have not installed ezACH deposit software, you can download and try it free at
https://www.halfpricesoft.com/NACHA-ACH-direct-deposit-download.asp

Step 2: Click top menu "Import", then click sub menu "Import Clients from CSV File" to open the Import Clients screen

Step 3: Follow instruction on screen

select the external file

Map columns

Test parse data

Import data

import clients result

Step 4: View Vendor List

When you go back to the vendor list, you will review or edit vendor(s) there.

More Functions

Vendor Management: Add/view/delete a vendor