Import Overview

This functionality allows bureau customers to be imported or updated on a large scale into the paygate system

The general process of this is to first create a mapping which will be used to map fields from your input (csv) file and the bureau customer data hierarchy. You can also attach your new customer to a group and job at the time of importing if so wished.

The minimum data required for all bureau customers is as such:

- Bureau Customer Name

- Postcode

- Service User Number (SUN)

You can also import banking data. As a minimum, you must provide:

- Bank Name

- Sort Code

- Account Number

At this time, the import process will also support updating bureau customer data via the same mechanism. It does not support the simultaneous adding to multiple groups or jobs; each import mapping supports none or one group/job combination.