Headings for Import Files

FIRST TOPIC  BACK  PREVIOUS TOPIC  NEXT TOPIC

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. You may also enter "NULL" into the first cell of any row (column A) if you wish the import to ignore that entire row. 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.
Yes/No - Yes/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 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. The Excel import templates also contain a sheet with sample data as an example of how data on the sheets should be entered.

 

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

T5

T5 & R3

T5007

T5008

T5013

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 data

T5 & R3 data

T5007 slip data

T5008 data

T5013 data

T5018

TFSA

TP64

R1 (T4)

R2

R3

R8

R11

R15

R16

R17

R18

R22

R24

R25

R27

R30

R31

T5018 data

TFSA data

TP64 data

R1 data (imports into T4 record)

R2 data

R3 data

R8 data

R11 data

R15 data

R16 data

R17 data

R18 data

R22 data

R24 data

R25 data

R27 data

R30 data

R31 data