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, and asks you to map it:

• Worksheet — for Excel files with more than one sheet, choose the sheet that holds the residual data. (CSV files skip this.)
• Processor Labels — name the processor. You can enter several labels, comma-separated — useful when the same processor’s files arrive under different names.
• Commission Column — the column in your file that holds the residual/commission amount.
• DBA Column — the column holding the merchant’s DBA (business/location name).
• MID Column — the column holding the MID (processing account number).
• Period Column — the column holding the period the row belongs to.

Each mapping is a dropdown over the file’s own column headers, so you’re pointing at real columns, not typing names from memory. All four column mappings and at least one label are required before you can save.

Save the mapping and the upload continues from where it left off. Cancel and that file’s upload is abandoned — nothing is imported until a mapping exists.

Tip

The four mapped columns are exactly the information MySplitPay reads from every report — see What MySplitPay reads from your reports for how each one is used.

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 — the upload flow this dialog is part of.
• What MySplitPay reads from your reports — how the mapped fields drive everything downstream.