NAB Connect Migration Wizard
Need to copy your beneficiaries and templates from NAB Internet Banking or data sourced in other electronic systems?
You'll be able to copy:
- your NAB Internet Banking Payee list
- your saved NAB Internet Banking Multiple Funds Transfer files to create Domestic payment templates and beneficiaries
- your saved BECS (.ABA) files to create Domestic payment templates and beneficiaries
- comma-separated files containing beneficiary information.
The migration is a four-step process:
1. Import your beneficiaries and templates
2. Review your imported data
3. Export your migration data
4. Upload your data into NAB Connect
You can run the Migration Wizard multiple times, each time migrating a different set of beneficiaries or templates.
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.
- Direct Debit modules and completed payments , which will become (by default) Direct Debit templates are not available to be imported into NAB Connect. These payer details or templates will need to be entered into NAB Connect manually.
- NAB Connect does allow import of ABA file for the Direct Debit Service which is the preferred method for large number of payer details.
- 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.
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.
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.
- 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.
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 Internet Banking or 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.
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.
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.
Access to the Migration Wizard is controlled with a user-specified password.
Tours and sample scenarios are provided to guide you through your migration.
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.