File Uploads
Upload new customers, payments and amendments.
By Ollie and 2 others3 authors46 articles
New Customers
Set up new customers on a variety of schedules.
- Upload customers on a rolling scheduleUploading new customers on a rolling schedule.
- Upload customers on an end on exact date scheduleUploading customers on an end on exact date schedule lets you set up Direct Debit collections that run for a fixed number of payments and then stop automatically.
- New payers reportView new payers added to Access PaySuite DDCMS.
- Upload customers on a number of debits scheduleUploading customers on a number of debits schedule lets you set up Direct Debit collections that end after a set number of payments.
- Upload customers on an ad hoc scheduleUploading new customers on an ad hoc schedule.
- Upload customers on a bespoke templateUploading new customers on a bespoke template.
- Upload customers using all fields templateUse the all fields template to upload new customer records with full and accurate information.
- Bespoke file upload template for new customersCreating a bespoke file upload template for new customers.
- Gift Aid preferences to a customerApplying Gift Aid to a customer.
- Correct validation errorsGuide to correcting validation errors in a file upload.
- Types of schedulesA guide to the different types of schedules you can use to import new payers.
- Upload new customers in DDCMSVarious methods of uploading new customers in Access PaySuite DDCMS.
- Find your schedule nameFind your schedule name and entering the schedule name in a file upload.
- Custom Template Types for New UploadsList of available Custom Template types and their required fields.
- Create English or Welsh file upload templatesAdd Language Preference field to a bespoke file upload template.
Bulk Amendments
Amend customer's prices and statuses.
- Upload a bulk price changeUpload bulk price changes via the File Upload tab.
- Amend the start date of Direct Debit contracts in bulkUpdate the start dates of Direct Debit contracts in bulk.
- Bulk addition of patchesCreate temporary bulk contract changes using the File Upload tab.
- Change the payment date of contracts in bulkUpload payment date changes in bulk via the File Upload tab.
- Amend customer references in bulkAmend customer references in bulk via the File Upload tab.
- System Bulk Cancel and ArchiveCancel and archive multiple Direct Debit contracts using the System Bulk Cancel and Archive template.
- Custom Template Types for Existing UploadsList of available Custom Template types and their required fields.
Payment and Credit files
Create and upload payment and credit files.
- Upload a credit fileUpload a credit file via the File Upload tab.
- Upload payments using a different referenceUpload payments using the Customer Reference or Additional Reference to identify the correct recipient.
- Process a refund through DDCMSRefund a customer in Access PaySuite DDCMS using a credit-enabled Own Service User Number (SUN).
- Credit approval for refund processingObtain credit approval on your Access PaySuite DDCMS account so you can process customer refunds.
- Missed payment file submission deadlineMissing your payment submission deadline.
- Uploading payment files in advance of the payment submission deadlineUpload your payment files ahead of the submission deadline.
- Check a payment file has successfully submittedConfirm that your payment file has been successfully submitted.
Upload errors
Possible errors you could encounter when uploading a file.
- Amend or delete a pending ad hoc paymentAmend or delete a pending ad hoc payment and what to do if the payment can no longer be changed.
- Customer upload error: Input stringError message 'The input string is not in a correct format'.
- Customer upload error: Date/Time not validError message 'String was not recognised as a valid Date/Time'.
- Customer upload error: First nameError message showing which characters to use in First name.
- Customer upload error: Postcode too longError message 'The provided Post code is too long. A maximum of 8 characters is acceptable'.
- Customer upload error: Custom Direct Debit reference requiredError message 'This contract requires a custom direct debit reference to be added'.
- Customer upload error: Account NumbersError message 'AccountNumber can only be eight characters long and only numbers'.
- Customer upload error: Direct Debit referenceError message 'The DD Reference should have 6 characters min and 18 characters max'.
- Customer upload error: Schedule nameError message 'Schedule Name 'xxxxx' does not exist'.
- Customer upload error: First Direct Debit collection dateError message 'First DD collection date must be minimum of x working days from todayâs date'.
- Customer upload error: Sort codesError message 'BankSortCode can only be 6 characters long and only numbers'.
- Customer upload error: Company nameError message showing which characters to use in Company name.
- Customer upload error: Custom Direct Debit reference already in useError message 'The provided customDirectDebitRef already belongs to an existing contract'.
- Customer upload error: Valid BooleanError message 'String was not recognised as a valid Boolean'.
- Customer upload error: Contract not activeError message 'Contract not active/Pending creation'.
- Customer file upload errorsDifferent errors you may encounter when doing a customer file upload.
- Error message when submitting a file'Error in running Scalar SQL Command' in Access PaySuite DDCMS.