Import is an advanced feature available in eForms Standard and eForms Enterprise only
Cell A1 must contain “AGR1”
Columns and rows containing “NULL” in their first cell will not be imported
| Column Heading | Description | Type, Size | Comments & Examples |
|---|---|---|---|
| RECTYPE | Recipient type | Text, 1 | 1 - Individual 3 - Corporation 4 - Association, trust, club or partnership |
| LASTNAME | Recipient last name (type 1) | Text, 30 | Required for types 1, 3 & 4 |
| FIRSTNAME | Recipient first name (type 1) | Text, 30 | |
| INITIAL | Recipient initial (type 1) | Text, 1 | |
| NAME1 | Recipient name line 1 (type 3 & 4) | Text, 50 | Required for types 3 & 4 |
| NAME2 | Recipient name line 2 (type 3 & 4) | Text, 50 | |
| ADDRESS1 | Address line 1 | Text, 50 | |
| ADDRESS2 | Address line 2 | Text, 50 | |
| CITY | City | Text, 28 | |
| PROV | Province code | Text, 2 | ON, QC, etc. |
| POSTAL | Postal code | Text, 10 | |
| COUNTRY | Country | Text, 3 | CAN, USA, etc. |
| YEAR | Year | Numeric, 4 | 2025 |
| SIN | SIN | Numeric, 9 | |
| SEQUENCE | Sequence Number | Numeric, 9 | |
| TRUST | Trust account number | Text, 9 | |
| PARTNERSHIP | Partnership account number | Text, 15 | |
| RECBN | Business number | Text, 15 | |
| INCOME | Income, grants and subsidies (14) | Currency | |
| GAIN | Gain on settlement of debt (15) | Currency | |
| INSURANCE | Gross insurance proceeds (16) | Currency | |
| OVERPAY | Overpayment recapture (17) | Currency | |
| INVESTMENT | Investment income (18) | Currency | |
| FOOTNOTES | Footnotes (22) | Text, 60 | |
| PRGCODE1 | Program 1 code | Numeric, 3 | |
| PRGNAME1 | Program 1 name | Text, 60 | |
| PRGAMOUNT1 | Program 1 amount | Currency | |
| PRGBOX1 | Program 1 box | Numeric, 2 | |
| PRGCODE2 | Program 2 code | Numeric, 3 | |
| PRGNAME2 | Program 2 name | Text, 60 | |
| PRGAMOUNT2 | Program 2 amount | Currency | |
| PRGBOX2 | Program 2 box | Numeric, 2 | |
| PRGCODE3 | Program 3 code | Numeric, 3 | |
| PRGNAME3 | Program 3 name | Text, 60 | |
| PRGAMOUNT3 | Program 3 amount | Currency | |
| PRGBOX3 | Program 3 box | Numeric, 2 | |
| PRGCODE4 | Program 4 code | Numeric, 3 | |
| PRGNAME4 | Program 4 name | Text, 60 | |
| PRGAMOUNT4 | Program 4 amount | Currency | |
| PRGBOX4 | Program 4 box | Numeric, 2 | |
| PRGCODE5 | Program 5 code | Numeric, 3 | |
| PRGNAME5 | Program 5 name | Text, 60 | |
| PRGAMOUNT5 | Program 5 amount | Currency | |
| PRGBOX5 | Program 5 box | Numeric, 2 | |
| TEXTATTOP | Optional text to print at top of slip | Text, 15 | |
| EMAILADDRESS | Recipient email address; one email address, or two separated by a semi-colon | Text, 255 | eForms Enterprise only |
| OKTOEMAILSLIP | Permission granted to email slip | Yes/No | eForms Enterprise only |
| COMPANY.NAME1 | Company associated with slip | Text, 35 | eForms Enterprise only |
| COMPANY.COMPANYTAG | Tag associated with company name | Text, 10 | eForms Enterprise only |
| SLIPTAG | Subset tag | Text, 10 | eForms Enterprise only |
| CUSTOMFIELD | GUID or other unique identifier | Text, 50 | eForms Enterprise only |
| CUSTOMPASSWORD | Password for recipient PDF slip | Text, 20 | eForms Enterprise only |
| NOTES | Notes | Text, 255 |