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ACH Universal

Importing Multiple Origination Accounts

 

 

Rather than adding Multiple Origination Accounts one at a time, you can import a file with this information.

 

Prepare a file

 

Create an Excel or a comma delimited (CSV) that contains as much information as possible (below).

ImportingMultOrig2

 

 

Start the Multiple Origination Account Import Wizard

 
From the Profiles tab select Import.

 

MultipleOrig1

 

Follow the Import Wizard prompts.

At the Mapping screen, map your fields, using the screen shot below as a template.

Reminder: You may not have all the fields shown below.  That is okay.

 

ImportingMultOrigMapping

 

Complete the Wizard as prompted.