Customer Bulk Upload
Upload customers and schedules in bulk.
By Gemma1 author8 articles
Upload customers on a rolling scheduleUploading new customers on a rolling schedule, allows you to set up ongoing Direct Debit collections by importing customer details in bulk.
Upload customers on an end on exact date scheduleUploading customers on an end on exact date schedule, allows you to set up Direct Debit collections that run for a fixed number of payments and then stop automatically.
Upload customers on a number of debits scheduleUploading customers on a number of debits schedule, allows you to set up Direct Debit collections that end after a set number of payments.
Upload customers on an ad hoc scheduleUploading customers on an ad hoc schedule, allow you to manually import customer details in bulk for one‑off Direct Debit collections.
Upload customers on an all fields templateUploading customers using an all fields template, allows you to import new customers who need to be set up on different schedules.
Types of schedulesDifferent types of schedules can be used to choose how Direct Debit payments are set up and collected.
Upload customers on a custom templateUse a custom template to prepare, upload, and submit new customer data.
Upload new customers in Access PaySuiteUpload customer records using system templates or custom file formats.