Bulk frequency switching allows you to update multiple payers at once, shifting them from one contract frequency to another. This process is ideal for large-scale adjustments, ensuring consistency and reducing manual effort. To complete this successfully, you'll need to prepare a bulk upload file with the correct fields.
To create a file upload template, follow the steps below:
Navigate to File Upload.
Click on Template Library.
Click on Create New Template.
Add a name for your template on the Template Name field.
On Action type drop-down menu select Upload Existing.
On Template type dropdown menu select Update Contracts.
Select does your file have a header if you wish the first row of your file to include headers.
Upon selecting one of the above options, the Selected columns is populated with the minimum set of fields required for that specific type of schedule. You can't remove any of these but you may move any of the Available Columns across, as well as changing the order of the fields by dragging and dropping.
Once satisfied with the selection press Save.
Your template then appears in the Template Library, alongside our shared system templates. Press the Download button to obtain a CSV. or XLS. for completion, which you may then upload.
To Upload the file follow the steps below:
In the FILE UPLOAD tab, select Upload a file.
Select your template from the drop-down menu.
Under Data File, click to select a file.
Click Upload File icon.
If validated with errors, you need to correct the errors before you can submit the file.