How to import Payment Information details for existing users with Payment Information records?
Incorrect import process throws the error "Sorry, you should provide the main payment method".
Employee Central: Payment Information
- Navigate to Admin Centre -> Import and Export Data
- Export Data
- Export data for the user/all for Payment Information as following:
- Navigate to Admin Centre -> Monitor Job to download the export file
- Open the file "Payment Information - Details.csv" from the zip file in Notepad/Notepad++
- Edit the last row (row 6 in the screenshot) according to your requirement. I'm changing the effective date ao 08/05/2017 and "testdude" to "testdude2". Youcan change the data as per your business requirement
- Save the file
- Open the file "Payment Information.csv" and add the new row as per new data. Save it.
- Close the Notepd / Noteepad++ application. You'll get the following prompt and you should click on "Yes".
- Close the zip file
- Import the zip file from Import and Export Data. -> Import Data -> Zip File
ECT-78409 main_payment_method , KBA , LOD-SF-EC-PAY , Payment Information , LOD-SF-EC , Employee Central , How To