Customer Bulk Upload
Upload customers and schedules in bulk.
By Dean1 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.