SAP Knowledge Base Article - Public

2683368 - How to Import Payment Information – New & Existing Users


How to Import Payment Information?

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SAP SuccessFactors Employee Central


The Key Difference when Importing Payment Information for New or Existing user’s is the Purge Type

For a new user, you will be importing in Full Purge mode, for an Existing user, it will in Incremental Mode

The steps to Import both will be the same, just change the purge type

New User

Download Template:

To Import a new User:

  1. Go to Import and Export Data
  2. In the Dropdown, choose Download Template
    • Generic Object = Payment Information
    • Include Dependencies = No
    • Include Immutable IDs = No
    • Key Preference = External Code
    • Click Download
  3. Follow the same steps but now for 'Payment Information Details"
    • Generic Object = Payment Information Details
    • Include Dependencies = No
    • Include Immutable IDs = No
    • Key Preference = External Code
    • Click Download


  4. Populate the Template with corresponding Data for the User
    • Important Note: Always keep the Operator Column Empty and do not Remove it from the Template
  5. Once the templates are filled with data > Import the Data via the 'Import Data Option'


To Import the Data, you must follow these steps in Sequence

  • The Sequence is:
    1. Payment Information
    2. Payment Information Details

To Import:

  1. Import and Export Data
  2. Choose Import Data
  3. Payment Information as the Generic Object > Choose File from PC > File Encoding = UTF-8 > Purge Type = Full Purge > Key Preference = External Code

  4. Click Import


  • To see the result of the import, go to Monitor Job
  • Next Import Import Payment Information Details
    • Remember to change the generic Object to equal Payment Information Details. See Screen shot below

Existing User

  • For an Existing user, you follow the same process as listed above > Change Purge Type to Incremental



Consolidated Import - Importing Parent and Child in the same file

It is possible to import these files in the same zip folder, to do this:

  1. Go to Import and Export Data and Choose Download Template from the Dropdown
  2. Choose Payment Information but this time, keep Include Dependencies to Yes

  3. Download this zip file
    • The zip file will contain all associated object to payment information.
    • The files we need are:
      • Payment Information
      • Payment Information Detail
      • import_sequence.csv
  4. Populate the Payment Information Template and Payment Information Details Template with data and save them as a csv file, and then to this zip folder
  5. Open the import_sequence file. It will appear like this

  6. Remove rows 2 - 7 and 10 - 27
    • Leave just PaymentInformationV3 & PaymentinformationV3-toPaymentInformationDetailV3 Paths
  7. Change the Import Order
    1. Import Order 1: PaymentInformationV3
    2. Import Order 2: PaymentinformationV3-toPaymentInformationDetailV3
  8. Save into the Zip Folder
  9. Go to Import and Export Data and Choose Import
  10. Choose Zip File along and attach the zip file and Import

  11. If any Country Specific Payment Information files are needed:
    • Fill out the template in the zip file
    • Leave that Path in the Import Sequence file
    • This will have Import Order = 3


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