Preparing The File For Upload

3.1

You should now have a file saved as a .CSV that you can use to upload to Checkgateway’s site.  In order for this file to be valid on our website, we must remove the header row (containing all of the column names).  This following walks you through that process

3.2

Find the .csv file you saved from Excel earlier and right click it. When the menu appears, choose the “Open With” option. Then choose “choose default program”.  From this list, you should see a list of recommended programs. “Notepad” should be somewhere in that list.  In the image below on the right, you will see a check box highlighted by a box.  Ensure that this box is NOT checked.  Choose “notepad” and click OK.

3.3

On future attempts, Notepad may appear in the initial open with menu option.  You can just select it from there.

3.4

You should now see the file in Notepad as shown below.  Select the entire top row and simply hit the “backspace” or “delete” key.  Then delete the empty row from the top of the file.  Your file should look similar to the second screenshot below.

3.5

At this point, you will want to save the file.  (File > Save or Ctrl+S) You are now ready to upload the file to Checkgateway’s site.