How to Export & Import PositivePay Formats

If you have already configured a PositivePay format in a test environment, and need to upload it into a live or production environment, please follow these steps :

  1. Go to the PositivePay Setup Tab and click on CSV in the upper right-hand corner. Then, to upload it into your new environment, click where it says "Import Format File". 
  2. Repeat these same steps with the Bank Link Setup section. 
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