How do I correct information in an unpaid schedule by uploading or transferring a file?

Uploading or transferring a file are good methods to use if you have a lot of information to be corrected. If you only have a few changes, please see How do I correct information in an unpaid contribution schedule?

If you’re uploading or transferring a file, you can use our CSV templates and XSD files (ZIP). To fill information in the CSV file please see How do I complete a contribution CSV file using the Nest template?

There’s no limit on how many times you can update the information through file upload or transfer, as long as you’ve not submitted the schedules for payment. The details from the new file will overwrite the previous information only for the members that are on the submitted file.

Please see How do I transfer my file using SFTP? for more information on how to transfer a file using secure file transfer protocol (SFTP).

To upload a CSV file, click ‘Manage contributions’ from your Nest home page.

Click the arrow under Edit/Pay next to the schedule you’d like to correct and click ‘Upload file’.

Browse for the file that you’re going to upload and process the file.

Once the file has been uploaded you can check the details are correct, if there are any errors you can view them by clicking ‘File upload history’. When you're ready click ‘Submit schedule’.