Just tried to upload the CSV file generated by Xero to Smart Pensions for the first time yesterday. The pension provider ID was missing, as was the group "default". Address 2 column was not fully populated but this might be the way we have entered addresses. However, the biggest issue was that the CSV file format was not accepted by Smart Pensions - not PAPDIS. I had to go onto an HP pc, generate and save the file from Xero then change the format to get it to upload to Smart Pensions. Very time consuming and should be a lot easier to do. I don't want to have to manually edit the file every month when a few tweaks would sort this.
Alastair Taylor
supported this idea
·
Just tried to upload the CSV file generated by Xero to Smart Pensions for the first time yesterday. The pension provider ID was missing, as was the group "default". Address 2 column was not fully populated but this might be the way we have entered addresses. However, the biggest issue was that the CSV file format was not accepted by Smart Pensions - not PAPDIS. I had to go onto an HP pc, generate and save the file from Xero then change the format to get it to upload to Smart Pensions. Very time consuming and should be a lot easier to do. I don't want to have to manually edit the file every month when a few tweaks would sort this.