When you upload a .csv file to process bulk payments with AutoPay, the system does an automatic match of the customers and the payments to ensure all the information is correct. If there are any errors with the .csv file, you may receive a notification that looks like this:
This notification will outline the specific lines (corresponding to rows in your .csv file) with errors and what the errors were. For example, the above image has two errors, one in row 2 and one in row 4, where the payment amount is invalid. Here are some steps you can take to prevent or fix these errors.
- Delete any rows for customers who are not having payments processed. (e.g. where the dollar amount is blank of $0).
- Ensure Columns A and B (the Name and Unique Identifier) are unedited from the original export. Our system matches the customer by these two columns when processing the payment.
- You may need to remove any commas for payments that exceed $1,000. For example, you may need to change $2,345.08 to $2345.08. You may also need to remove the dollar sign.
- There are some cases where Excel will remove pre-leading zeros, which may affect your Unique Identifier. For example, it will change 000123 to simply 123. If your customer is enrolled in AutoPay as 000123, the mismatch may cause that line item to have an error. To change this, select Column B and click "Format", then "Text". This will allow you to add the pre-leading zeros back.
In the event you receive an error screen, we recommend canceling the batch, fixing the errors, and then re-uploading and submitting the batch. In the event you continue with "Schedule Batch", any payments with errors will not be processed.