Custom report formats

Every processor formats its residual files differently, so MySplitPay doesn’t limit you to a fixed list of supported processors. Instead, you teach it each layout once. After that, every file in the same format is recognized automatically at upload.

The Define Processor dialog

The first time you upload a file whose layout MySplitPay doesn’t recognize, the Define Processor dialog opens with that file loaded. The bar under the title shows the file’s name and format, and how many columns and rows it has (for an Excel file with several sheets, how many sheets).

Processor name: what you call this processor. If its files also arrive under other names, add them after a comma (for example Northwind Payments, Northwind).
Worksheet: shown only for Excel files with more than one sheet. Pick the sheet with one row per merchant (MID). The dialog opens on the sheet whose columns best match the four fields, and the columns below follow whichever sheet you choose.

Under Columns, point each field at the column in your file that holds it:

Merchant ID (MID): the MID (processing account number).
Merchant Name (DBA): the merchant’s DBA (business or location name).
Commission Amount: the residual or commission amount.
Reporting Period: the period the row belongs to.

Each field is a dropdown of your file’s own columns. Every column shows its spreadsheet letter (A, B … FJ), so you can find it in the file you have open, next to a sample value: the first non-blank value in the file’s first five data rows. Sample values are read in your browser and aren’t saved.

If the header row has an empty cell between two named columns, that column isn’t in the dropdowns, because each field is saved by its column’s name. The rest of the file maps as usual, and later files with the same header row are still recognized.

MySplitPay fills in the fields it can match from column names and sample values and tags each one Suggested. Check them before you save; picking a column yourself clears the tag. When nothing on the sheet looks like a field, it stays empty with a note saying so.

Files with more than 15 columns get a search box in each dropdown, with the likeliest columns listed first. Search ignores capitals, spaces, dashes and underscores, so month end finds Month-End. It also matches sample values, which helps when a column’s name is cryptic.

One column can’t be used for two fields; both fields are flagged until you change one. Create Processor is available once all four fields are mapped and the processor has a name. For IRIS-style files the period comes from the report’s title, so Reporting Period is filled in for you and can’t be changed.

Create the processor and the upload continues from where it left off. Cancel skips that file, and any other unrecognized files in the same upload. Files that were already recognized still upload; nothing from a skipped file is imported until a processor exists for its layout.

Managing processor definitions

Your saved mappings live on the Processors page, listed by their labels with a search box to find one quickly. Deleting a processor definition removes the mapping; files in that layout will prompt the Define Processor dialog again on their next upload.

Next steps

Uploading reports covers the upload flow this dialog is part of, and What MySplitPay reads from your reports explains how the mapped fields drive everything downstream.