NAB Connect Migration Wizard

The NAB Connect Migration Wizard allows you to migrate your beneficiaries and templates from your current electronic systems to NAB Connect.

The wizard allows you to migrate from National Online. It also allows you to migrate your data from NAB Internet Banking or from other electronic sources of template and beneficiary data.

You are able to migrate:

  • Your Australian and International clients from National Online to become beneficiaries;
  • Your DFT and Direct models and completed payments from National Online to become payment templates;
  • Your saved NAB Internet Banking template files to become payment templates;
  • Your saved BECS-format files (as uploaded to create Direct payments in National Online) to become payment templates;
  • The client information from credit transactions in your NAB Internet Banking and BECS-format files to become beneficiaries;
  • Your NAB Internet Banking My payee list to become beneficiaries;
  • Comma-separated files of beneficiary data (as could be exported from MYOB or similar packages) to become beneficiaries.

The migration is a four-step process:

  1. Import your beneficiaries and templates;
  2. Review your imported data, copying beneficiaries to additional payment types if necessary;
  3. Export your migration data;
  4. Upload your data into NAB Connect (which is completed while logged in to NAB Connect).

There are separate wizards to Import, Review and Export your data within the Migration Wizard.

You can run the Migration Wizard a number of times, each time migrating a different set of details.  This allows you to migrate most of your required data, and come back to collect additional data should you need to.

While you can migrate completed payments from National Online to NAB Connect, the result of this migration is a template for use in creating new NAB Connect payments.

You are not migrating your payment history to NAB Connect.

Import Wizard

The Import Wizard connects to your National Online database and collects selected information.  If you are a new National client, or a NAB IB client, then there are facilities to import Template or Beneficiary data from other sources.  You can combine the data from different sources to migrate all details to NAB Connect.

Details that may be collected are:

  • Australian clients, which will become (by default) Domestic beneficiaries;
  • Domestic Funds Transfer models and completed payments, which will become Domestic templates;
  • Direct Entry credit models and completed payments, which will become (by default) Direct Credit templates;
  • International clients, which will become International beneficiaries;
  • International Funds Transfer models and completed payments, which will become International templates.

Only those screens in the Import Wizard that contain data will be displayed (eg, if you have no International clients or Funds Transfer payments, then those screens will not display).

On each screen, you should only select those items (clients or models) that you currently use.

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Import Template from File Wizard

If you are a NAB Internet Banking client, then you may have saved payments to file to be used as templates for future IB templates.  These files (*.IBF) can be imported into the wizard to create Domestic payment templates.

If you have payment files in the BECS format (*.ABA) as produced by most Australian accounts payable and payroll packages, then you can import these into the wizard to create Domestic payment templates.

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Import Beneficiary from File Wizard

Data files that can be imported as templates can also be used to source beneficiaries.  You can import some (or all) of the individual credit beneficiaries from your IB template file or BECS file to create (by default) Domestic beneficiaries.

You can also import a comma-separated list of beneficiary details to create Domestic beneficiaries.

You can also print your My payees list from NAB Internet Banking to file, and import that data to create Domestic beneficiaries.

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Review Wizard

The Review Wizard allows you to review the data that has been imported into the wizard.

You can:

  • Change the beneficiary or template name,
  • Delete a beneficiary or template if not needed,
  • Change the payment type of an Australian beneficiary or Direct template,
  • Copy Australian beneficiaries to other payment types,
  • Record the country and address of International beneficiaries and templates.

Note:
You cannot change any financial information in a beneficiary or template within the wizard.  If the information is incorrect, then you must change it in National Online before migrating it, or change it in NAB Connect after migrating it.

Note - Payment Types:
NAB Connect allows separate permissions for the payment types 'Domestic', 'Direct Credit', 'Payroll' and 'Executive Payroll'.  As a consequence, it requires that beneficiaries be enabled separately for each.  Thus, if you have an employee, they may need to be enabled for each of the 'Direct Credit', 'Domestic' and 'Payroll' payment types.

The Review Wizard allows you to:

  • Change a beneficiary from the default 'Domestic' payment type to another, should that be more appropriate.  For example, if the beneficiary will always be paid through a manually-created Direct Credit, then the payment type should be changed to 'Direct Credit';
  • Copy a beneficiary to another payment type (eg to be enabled for 'Domestic', 'Direct Credit' and 'Payroll'), should that be appropriate.  For example, if the beneficiary will be paid either through a manually-created Direct Credit or Domestic payment, then the beneficiary should be copied so that there is also payment type 'Direct Credit'.  This will be given a different template name;
  • Change a direct template from the default 'Direct Credit' to either 'Payroll' or 'Executive Payroll', should that be more appropriate.

Note - International:
NAB Connect requires compliance with International Payment regulations.  As a consequence, the 'Country' information is required for both the Beneficiary and the Beneficiary's Bank for both International beneficiaries and International Payment templates.

The Import Wizard infers a country from the available address information.
The Review Wizard allows you to:

  • Enter the countries where the information cannot be defined based on the address information;
  • Change the countries if incorrectly inferred during the import;
  • Change the address information where necessary.

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Export Wizard

The Export Wizard exports all valid data to a file that can be uploaded to NAB Connect.

International beneficiaries and templates that have incorrect address information are not exported until these details are corrected.

Beneficiaries or templates with incomplete account information cannot be exported.

Data that has previously been exported is not exported a second time.

A Summary report of the content is generated, and a reviewable history of export summaries retained.

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Migration File Upload

The upload of migration files occurs within NAB Connect.

The Migration File upload validates the data to ensure that it is not duplicated, and then saves the information uploaded.

On completion, a summary report is generated that can be compared to the export summary to ensure that all data was migrated.

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 Security

The data imported into the migration wizard is stored in an encrypted file and cannot be modified outside the wizard.

Access to the Migration Wizard is controlled with a user-specified password.

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Help

Comprehensive Help is provided in the migration wizard.  Each window is linked to a help page, and this is automatically displayed when you show that window.

Tours and sample scenarios are provided to guide you through your migration.

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