Data Import/Bulk BpayReferenceUpdator - Revision history

Scarpenter: /* This Content Has Moved House */

2017-10-13T05:26:40Z

‎This Content Has Moved House

Scarpenter at 05:26, 13 October 2017

2017-10-13T05:26:06Z

Dcowan: added images

2016-06-21T01:19:55Z

added images

Dcowan: created initial bulk bpay reference updater page

2016-06-21T01:15:25Z

created initial bulk bpay reference updater page

New page

= Bulk BPAY Reference Number Update =

This feature provides a method to bulk update (''or create'') the BPAY reference number for a list of account's.

The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.

If the import is successful, the email notification will advise you when the import process is complete. <br />
If the import is not successful, the email notification will send details of the records that failed validation and why.

You can obtain a list of your Bpay Biller Codes by navigating to Admin > Payment Details > BPay Details.

Note: When creating / updating the BPay Reference number via this method and an Automated Payment method does not currently exist, the importer will mark it DISABLED.
It will not modify the status of existing automated payment configurations.

== Preparing your Data ==
To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.

[[File:Bpay_ref_update_sample.csv|Sample Bulk Bpay Reference CSV File]]

Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file to the system, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.

== Initiate Bulk Bpay Reference Updater ==

Access to this bulk upload facility may be restricted to those subscribed to it.

To access the Bulk Bpay Reference Updater:

# Log into Cumulus.
# '''Nav: Admin > Bulk Import > Bulk Bpay reference Updater'''.
# Click the '''Browse''' button and select the csv file containing the data you want to import.
# If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
# Press '''Submit'''

[[File:|Bulk Bpay Updator.png]]

The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.

<strong>'''The system can parse for invalid data but it cannot check for data accuracy. Therefore it is strongly recommended that you check a few random records to ensure that the import was a success. If you find an problem, you cannot roll back the import.'''</strong>

You have two options should this occur:

# Manually correct the data.
# Request Emersion fix the errors for you. This can be submitted via [[Support_and_help_from_Emersion#Work_Orders | work order ticket]]. Please include a note import file with the records that need to be corrected. Do not include details of any records that do not need correcting.

== Bulk Bpay Reference Updater - Data Definition ==

{| class="wikitable"
|+Bulk Bpay Reference Updater Data Definition table
|'''Data field''' ||'''Description'''
|-
|account_id || This is the Account ID for the account you wish to update / create.
|-
|bpay_biller_code || The BPay Biller Code. Taken from Admin > Payment Details > BPay Details
|}

Your finished data file should look like the following example.

{| class="wikitable"
|+Bulk Bpay Reference Updater Data File Example
| package_subscription_id || destination_account_id
|-
| 9999 || 123456
|-
| 9999 || 123457
|-
|}

@@ Line 6: / Line 6: @@
 We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-[https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Take me to the Emersion Knowledge Base article]
+[https://resources.emersion.com/display/EKB/BPAY+Reference+Numbers Take me to the Emersion Knowledge Base article]
 [[file:new_home_sm.jpg|900px]]

@@ Line 1: / Line 1: @@
-= Bulk BPAY Reference Number Update =
+{{DISPLAYTITLE:Bulk BPAY Reference Number}}
-This feature provides a method to bulk update (''or create'') the BPAY reference number for a list of account's.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-If the import is successful, the email notification will advise you when the import process is complete. <br />
+[https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Take me to the Emersion Knowledge Base article]
-You can obtain a list of your Bpay Biller Codes by navigating to Admin > Payment Details > BPay Details.
+[[file:new_home_sm.jpg|900px]]

@@ Line 33: / Line 33: @@
 # Press '''Submit'''
-[[File:|Bulk Bpay Updator.png]]
+[[File:Bulk_bpay_ref_updater_001.png]]
 The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.
@@ Line 59: / Line 60: @@
 {| class="wikitable"
 |+Bulk Bpay Reference Updater Data File Example
-| package_subscription_id || destination_account_id
+| account_id || bpay_biller_code
 |-
-| 9999 || 123456
+| 123456 || 9999
 |-
-| 9999 || 123457
+| 123457 || 9999
 |-
 |}