Working with Profiles

ACH Universal > Working with Profiles

Overview

A profile separates common information about a customer, employee, or vendor (such as account number and Routing Number) from transactional data (such as amount).

Each profile only needs to be entered once into ACH Universal.  For each transaction, only an amount and a name or ID number to identify a specific profile is needed.

See Importing Profiles to learn how to import profiles from a file.

See Entering Profiles Manually to learn how to manually enter a profile.

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