The File Upload tab allows you to add customers to Access PaySuite either by using predefined system templates or by creating and uploading your own custom template. This flexible approach ensures you can choose the format that best suits your operational needs, whether you are uploading large volumes of data or working with customised field requirements.
Custom template options
To use your own template within the File Upload tab, select one of the following:
Standard system templates
As an alternative, you can upload new customers using predefined templates available in the File Upload tab:
Each template supports different setup requirements, such as fixed end dates or rolling payment schedules.
📌Note: If you only need to add a small number of customers, you can do this directly from the Quick Actions panel by selecting Create Customer, without needing to use a bulk upload template.
After completing a file upload, it is important to confirm that all records have been processed successfully. To do this, run a Customer List Report, set the Contract Creation Date parameter to the date of your upload, and review the results to ensure that all expected customer records appear correctly.