Uploading the File
Save your amendments on your Excel Master File.
Save a separate version of the file in CSV Format.
To save the file in CSV format go to File > Save As > Save as Type> Select ‘CSV UTF-8’
This will create a separate version of the file that you will upload to the portal.
The file can be uploaded on the portal through the following path: Menu > Contributions and Payroll > Upload your Standard Interface File.
The file can be dragged and dropped to the upload section or searched for manually by selecting ‘Select a File’.
Once you have uploaded the CSV version of the file, you can disregard it in future. Any amendments in future should be made on your Excel Master File. Each time you wish to upload a new file, a new single use CSV file should be created purely for uploading on that date and time.
Successful Upload
If the file has been successfully uploaded you will receive a message advising so.
Unsuccessful Upload
If the file contains errors you will receive a message stating that there has been errors encountered.
To view these errors select ‘View Errors’
The next screen will give a breakdown of errors, the type of error and which members they apply to.
To resolve these errors reopen your Excel Master Sheet and make the amendments as required.
If you are unsure on the reason for a particular error or how to resolve it please contact [email protected].
Once all errors have been amended save your progress in the Excel Master Sheet.
Save a copy of the file in CSV format, as outline above.
Reupload the file using the same process as above.
Your new correct file will automatically overwrite the old incorrect file. Any contributions that were uploaded in the first file will be overwritten by the new file. However, if the payment process has already begun contributions are effectively tied in and can not be amended via a SIF upload. If the collection process has begun and you notice an incorrect contribution amount please contact [email protected].
We encourage you to check that you have completed the file wholly and correctly on your first attempt. Once your upload is successful the status will automatically update to reflect this.
For further information in relation to the SIF, please see the 'SIF Guide'.