The columns used to update recipients in ACH Pro via an Excel file are the same as the columns used to create recipients with two notable differences:
An additional column called Update Using Field Name. This column must contain either the word
nameorexternalId. For example, ifnameis entered in this column, the recipient name in the Excel file will be used to find an existing recipient in ACH Pro to perform the update. If this field is empty or if it contains a value other than name or externalId, a new recipient will be created since no match could be found.When an update file is imported, each recipient matched in the file will be updated to match exactly what is provided in the file. This means that empty columns will result in empty fields in ACH Pro after the import. For example, if your existing recipient has an email attached, but you don't include that email in the update file, the email will be removed after the import. Be sure that the entire recipient record is provided when performing an update.
Update Template
You can download this template and modify it for your particular use case.
Instructions
1. Visit the Imports page in ACH Pro and click the + Import button in the top right.
2. On the Imports page, browse to your import file, select Recipients from the dropdown and click Upload.
3. In the import wizard map the fields in your file to the appropriate types in ACH Pro using the dropdowns at the top of each column.
Once your mapping is complete, click Validate in the top right to perform an initial error check. If everything is correct, click Submit to apply the changes to your recipients in ACH Pro.
4. Visit the Recipients page in ACH Pro to view your updated recipients.