Step 1: Export inventory to Excel

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

1. On a PC or laptop, logon to PAYD Administration.
2. On the main menu, click Inventory, then click Product list.
3. In the Product search results screen, click the Export icon ().
4. In the Export screen’s 1 Introduction tab, click the Next
5. 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.

    
   
6. Click the Next button. 
7. Review the contents of the 3 Preview tab, then click the Next button.
8. 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).
   
9. Click the Done button in the top right corner of the screen.
10. Proceed to the Step 2: Edit the 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.

1. Maximize the PAYD Administration screen that you had minimized earlier.
   

   Note: You may need to reenter your login credentials.

    
2. On the main menu, click Inventory.
3. Under the Inventory section on the menu, click Import. The Inventory import screen appears.
4. 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.
5. 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.
6. 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.

   

    
7. If prompted to add in-stock quantities, click the No
8. 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.
   
9. In the 4 Import validation tab, review any errors that may have been generated and click the Next button.
   
10. 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.

     
    
11. Click the Import now button at the top of the screen.
12. When the import completes, the 6 Import results tab will show the results of the import.
     
13. 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.