Note: Perform this task outside of your regular business hours. Users will be unable to use any other PAYD Pro Plus functionality while the import is in progress.

To perform a bulk update of products, you will need to export your inventory list to Excel, make your changes in Excel, then import the altered file back into PAYD Pro Plus.

Step 1: Export inventory to Excel

Follow the instructions below to export the PAYD Pro Plus inventory list to Microsoft Excel.

On a PC or laptop, logon to PAYD Administration.
On the main menu, click Inventory, then click Product list.
In the Product search results screen, click the Export icon ().
In the Export screen’s 1 Introduction tab, click the Next
In the 2 Fields selection tab, click the double arrow icon () that points to the right. All of the items in the Fields that can be exported section on the left will move over to the Order of fields in my file section on the right.

Warning: Do not pick and choose individual fields to export, nor change the order of the fields on the right side of the screen as this will impact your ability to import the file later. Your screen should look like the screenshot below.

Click the Next button.
Review the contents of the 3 Preview tab, then click the Next button.
In the 4 Download tab, click the Excel button. The Download begins automatically and the file is saved to your computer’s local hard drive (in the Downloads folder on a Windows PC).
Click the Done button in the top right corner of the screen.
Proceed to the Step 2: Edit the Excel file section below.

Step 2: Edit the Excel file

Now that you’ve exported your inventory file, you can make edits to the file to set the tax exemption flag on products all at once. Follow the instructions below to edit the inventory file in Excel.

Minimize the PAYD Administration screen and open Windows Explorer.
Browse for the inventory file you downloaded (titled Inventory_YYYYMMDD_001). On a Windows PC, this is usually the Downloads
Double-click the exported file. It opens in Microsoft Excel.

Locate the HST/GST/QST applicable columns and expand them.

Note: Depending on your province’s tax structure, you might see only one applicable tax column, or more. Ensure that you are working in the correct column to exempt products from the federal portion of applicable taxes.
For products that will be exempted, replace the Y in the applicable tax column with an N.

Once you have changed the applicable taxes for all of the qualifying products, click the Save icon at the top of the Excel screen, or click the File menu and click Save.
Close the Excel application; it cannot be open when you try to import.
Proceed to the Step 3: Import the edited Excel file section below.

Step 3: Import the edited Excel file

Now that you have updated the inventory file to exempt products from the federal tax portion, you will need to import that file back into PAYD Administration.

Maximize the PAYD Administration screen that you had minimized earlier.
Note: You may need to reenter your login credentials.
On the main menu, click Inventory.
Under the Inventory section on the menu, click Import. The Inventory import screen appears.
In the 1 File selection tab, do the following:
1. In the Source file section, click the Select a file button () and browse your computer’s local hard drive for the saved Excel file (most likely located in your Downloads folder, unless you specified a different location when you saved the file in the previous section).
2. Once you locate the file, select it and click the Open
3. In the Import type section, select the Update only option.
4. Click the Next button.
In the 2 Field mapping tab, do the following:
1. Place a checkmark in the First row contains field names checkbox.
2. Click the double arrow icon () that points to the right. All of the items in the Fields that can be imported section on the left will move over to the Order of fields in my file section on the right.

Click the Next button.

Warning: Do not pick and choose individual fields to import, nor change the order of the fields on the right side of the screen as this will impact the structure of the import file. Your screen should look like the screenshot below.

If prompted to add in-stock quantities, click the No
In the 3 Mapping sample tab, ensure that the HST/GST/QST applicable columns have the N present for qualifying products. Once you are satisfied, click the Next button.
In the 4 Import validation tab, review any errors that may have been generated and click the Next button.
In the 5 Backup tab, click the Excel button to take a backup of your current inventory file.
Note: As the import is not yet finished, this will be the unaltered inventory file without the changes. It is important to keep a backup just in case something happens during the next step.
Click the Import now button at the top of the screen.
When the import completes, the 6 Import results tab will show the results of the import.
Click the Close The Product search results screen appears.

Congratulations! You have successfully updated a bulk tax exemption using export/import. If you encounter any trouble with the export/import, contact Moneris Customer Care at 1-800-319-7450.

PAYD Pro Plus: Changing the tax settings for a product

Procedure

PAYD Pro Plus - Changing the tax settings overview

PAYD Pro Plus - Changing the tax settings overview

PAYD Pro Plus - Before you get started

PAYD Pro Plus: Exempting taxes from products

PAYD Pro Plus: Exempting taxes from products

PAYD Pro Plus – Bulk update of taxes on products

PAYD Pro Plus – Bulk update of taxes on products

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