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CSV Upload Advanced Features

Jeff Meagher
Feb 8, 2018
CSV Upload Advanced Features

Looking for a more simple description? Check out the Bulk Check Upload post. Populate Template Custom Fields You've done all you can with the typical CSV upload now, right? Great.

How do I close my account?

Jeff Meagher
Feb 5, 2016

Well that's a shame - we hate to see you leave. But your needs change. We get that. No harsh feelings. Canceling your account is very easy. All you need to do to cancel your account is login to your account, and select the "Account" main menu item. Scroll all the way to the bottom of the left hand column and you'll see a red button that says, "Close my account". Click that, go through the verification steps to make sure you want to cancel your account as once you do, your account is gone forever, and your account will no longer exist. Pretty easy, huh? Should your account be past due, there is no way to cancel. Checkeeper will automatically cancel your account if you've been past due for more than 30 days. But if you'd like to cancel your account before that, just shoot us an email and we'll shut it down early for you. As always, if you have any question, comments, concerns, likes, gripes, always hit us up on email.

Bulk Check Upload

Jeff Meagher
Nov 10, 2015

You've got lots of checks. Tons of them. And you've already entered the data into some other program. But you want Checkeeper to fulfill them for you. Because, after all, who really wants to lick all those envelopes? We've got just the option for you! If you can get that check data into our handy-dandy CSV importer, you're all set! Checks will be imported and we'll even let you know if a check had a problem importing though we'll continue importing all of them. So how do you get this going? Well login to your account and click the up arrow at the top right of your registry (it's right next to the search icon.) From that page, you'll be able to download a copy of our sample CSV file, which you'll want to set your file up to mimic. Make sure to save your file as a text file. If you're using Microsoft Excel, export it as a CSV. There's no need to put text in quotation marks, either. Each record should be on a new line. Are you using multiple templates? No problem. You get to select your template on upload. So if you have 3 templates you need checks for, just run the CSV uploader 3 times, 1 for each template! Great! So we've imported all the checks you've wanted, and they've all passed our validation requirements. What should you do now? Head back to the registry and select some checks to mail or print! Interested in some more advanced features such as specifying values for your template's custom fields or building your own custom invoice table? Be sure to check out our CSV Upload Advanced Features post.

Template Elements to Simplify Your Life

Jeff Meagher
Oct 29, 2015

There's a lot of different Template Elements you can use to customize your check template to your exact needs. I've listed them below with what they're used for. Payee The Payee element matches what you entered in the Payee field while creating a check. Amount This is the numeric amount field. (157.28) Written Amount This is the engilsh amount field. (One Hundred Fifty-Seven and 28/100). It's formatted with cents shows as one-hundredths of a dollar. At this time, you cannot change this format to be in dollars and cents (like what is typically used in Australia) Address One Line Displays only the Address Line 1 value from the create check form. Typically you'll want to use the other Address Multi-Line field. Address Multi-line Displays the whole address. This includes address line 1, line 2, City, State/Province, Zip/Postal Code. Date This is your check date, the one you entered when you created the check. Memo The memo from your create check form. Make sure that if you plan to use long memos that you allow enough space by placing your memo field toward the left of your check template. Memo field does not wrap to multiple lines. Static Text Static text is text that doesn't ever change. It's the same every time you print a check. Putting things like "PAY" and "TO THE ORDER OF" and "DD/MM/YYY" under the date is a great use of this type of field. Or even to put "MEMO" before the memo line or the name of your Custom Field before its value. Double click in the element to edit the text. Static text fields can be made larger to incorporate multi-line text, such as your company's address or your bank's address. After you've double clicked to edit the text, click and drag from the bottom-right corner to make this larger. Invoice Table The invoice table will display the list of invoices you've selected to pay. This field is specifically for our Xero and FreeAgent Account addons. (we may add more in the future.) If you don't use either of these addons, this element is useless. Bank Account Also known as the MICR line, this element will display your bank routing and account number. If you have a check at the top template, a yellow "Safe Zone" will appear when dragging this element to your template. Dropping it in that area will help the check scanners read your check when it's being deposited. Because some users have pre-printed check stock, this element may have to be manually added to or removed from your template. After you have this element added, you will need to click the Settings button at the top right of your template to add your account and routing numbers. If your account is based in the US at a US-bank, we will validate your routing number for you and show you your banks address when you click