Prerequisites
You must have AuctionEdge installed in ACH Pro (Install AuctionEdge)
You must have an Ultimate + API plan in ACH Pro
A dealer information file from AuctionEdge containing dealers that you want to create recipients for in ACH Pro
Instructions
1. In ACH Pro, click Imports in the left menu.
2. Click the green + Import button in the top right to import a new file.
3. In the import type dropdown, select AuctionEdge Dealer Import.
4. Click Browse and find the dealer import file on your computer. Click Upload to start the import wizard.
5. A template will be automatically applied to your file. Click Validate in the top right corner to perform an initial validation on the file data.
6. If validation is successful, continue to the next step. If there are any errors, you can edit fields in the import wizard by double clicking them or you can modify the CSV file and restart the import process. In either case, click Validate again if you make any changes.
7. Click Submit to review the import results.
8. Review the import results. Click View Recipients to view your newly imported recipients.
Success! Your dealers can now be used in ACH files.