Setting Up Input Files

Before running a batch process, you need to setup an Input File. The Input File contains the records that you want to process.

To learn more, watch the movie about this topic or watch the batch processing movie. Use the online movie controls to forward, rewind, or pause.

To setup Input Files:

  1. On the Batch Process Homepage, click Setup Input File. The Setup Input File page displays.
  2. For the File to Upload field, click the Browse button and select the file containing the records for processing.
  3. Optionally, check File is Zipped if the file selected for upload has a .zip extension. If it does, also use the If Zipped, Name of File in Zip field to specify the file name. Specify which file in the Zip archive contains the records for processing.
  4. In the Input File Title field, enter a short memorable name for the file. The file is referred to by this title throughout Site-US Tax Batch.
  5. In the Input File Description field, enter a more complete description for the file.
  6. For the Text Format setting, specify whether the file is formatted with Fixed-Length Fields or Delimited. If using a character-delimited format, also specify the Delimiter Character and the Quote Character used.
  7. Click Next. Depending on the size of the upload file, it can take some time for the next page to display.
  8. When the Input File Field Descriptions page displays, describe the fields.