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Upload new customers in DDCMS

Various methods of uploading new customers in Access PaySuite DDCMS.

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Written by Beverley McAllister
Updated over 3 weeks ago

To create your own custom template and choose the fields you wish to upload within the File Upload tab:


Create a bespoke template
Uploading your bespoke template

​To upload new customers using our standard templates within the File Upload tab:

📌Note: If you have individual customers to add to Access PaySuite DDCMS, you can do this by adding a new customer via the Schedules tab without uploading a bulk template.

To check all information has been successfully uploaded, run a Customer list report with parameters set for Contract Creation Date as of the date you completed the upload.

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