File uploads
Upload new customers, payments and amendments.
By Ollie and 2 others3 authors38 articles
New customer set up
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 within a specific date range.
- 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 errorsIdentify and correct validation errors when a file upload fails.
Schedules & bulk amendments
Amend customer's prices and statuses.
- 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 enter the schedule name in a file upload.
- 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.
- Bulk frequency switchingCreating and uploading a bulk frequency switch file.
Payment & credit files
Create and upload payment and credit files.
- Custom Template Types for New UploadsList of available Custom Template types and their required fields.
- Custom Template Types for Existing UploadsList of available Custom Template types and their required fields.
- 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.
- Check a payment file has successfully submittedConfirm that your payment file has been successfully submitted.
- Create English or Welsh file upload templatesAdd Language Preference field to a bespoke file upload template.
- Hide unused templates in the file upload tabManaging and hiding unused templates within the file upload tab.
Upload errors
Possible errors you could encounter when uploading a file.
- Contract status fixesResolve upload validation issues resulting from contracts that are inactive or not yet fully created.
- Customer file upload fixesCommon issues you may encounter when uploading a customer file.
- System and platform upload fixesFix upload issues caused by system or backend processing errors.
- Field length and format validation fixesCovers fixes for upload issues caused by incorrect field lengths or invalid numeric and alphanumeric formatting.
- Invalid data type fixesResolve upload failures caused by values that cannot be recognised as valid Boolean, date, time or expected data types.
- Name and character set validation fixesFix name and company field problems caused by unsupported characters or incorrect use of uppercase and lowercase letters.
- Date rule and schedule fixesResolve upload problems related to date rules, lead times and invalid or missing schedule names.
- Direct Debit reference fixesFix Direct Debit reference validation issues during upload.