Overview
SportsM8 provides the ability to integrate with financial institutes through data exports. We currently provide the following file formats
- ABA
- CSV
Requirements:
- Configured the financial integration settings for the individual competition
- Each member has provided/configured their banking information
Exporting ABA file
The ABA file format is an agreed common format used by banks to allow for batch processing. Most commonly across payroll systems.
SportsM8 has built-in functionality to allow the export of a set of Payments to ABA format. The payments are exported from a search query allowing you the ability to preview the payments before exporting.
IMPORTANT! It is the responsibility of the person generating the query to process that there are no overlaps with previous exports. The recommended approach is by both consistent payment cycle dates and also leveraging the payment record status. No responsibility is taken by SportsM8 to prevent duplicate processing, we favour flexibility of technology and people process. You should ensure you review each file for accuracy before submitting to financial institute for batch processing.
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YouTube video coming soon
To export an ABA file you need to perform the following steps, as covered by the above video:
- Make sure your integration configuration is correct as per above
- Navigate to the Payment Portal and Payment Search
- Search for the records using the date range and filters as appropriate for the payments you wish to export
- Scroll to the bottom of the search results
- Expand the Export Data section
- Select ABA file format, and Transaction Date for when the Financial Institute should process the payments
- Save the exported file
- Recommended: Adjust the Payment Status of the exported records to Processed for Payment or Paid as appropriate and per your workflow
NOTE: Any changes to the data since the original search will be reflected in the export but not updated in the search results.
The following external links are provided as reference only for further reading on the ABA file format. You should discuss with your financial institute directly for any specific questions.
- https://www.cemtexaba.com/aba-format/cemtex-aba-file-format-details
- https://www.brad-smith.info/blog/archives/405
- https://www.anz.com/Documents/AU/corporate/clientfileformats.pdf
Exporting CSV data
Using the export data option you can export the search results to CSV format. This includes a subset of the columns and is intended to be leveraged for integration with other financial systems. For further detailed exports see our provided reports.
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To export a CSV file you need to perform the following steps, similar to the ABA process which is covered in an above video:
- Make sure your integration configuration is correct as per above
- Navigate to the Payment Portal and Payment Search
- Search for the records using the date range and filters as appropriate for the payments you wish to export
- Scroll to the bottom of the search results
- Expand the Export Data section
- Select CSV file format
- Save the exported file
- Recommended: Adjust the Payment Status of the exported records to Processed for Payment or Paid as appropriate and per your workflow
NOTE: Any changes to the data since the original search will be reflected in the export but not updated in the search results.
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