Updating Vendor Payment Methods Via CSV (BC365)

the plugin allows users to update their vendor payment information in bulk via csv without having to manually change each record keep in mind that information stored inside native bc365 cannot be updated in the plugin functionality this functionality has two parts export, to export all the current records, and import, to change all the vendors needing a change fispan strongly recommends exporting first before importing this will confirm that the csv is structured the proper way step 1 navigate to the payment methods page from anywhere in business central, you can navigate to the payment methods page click on j p morgan pay and then payment methods to begin the export and import process step 2 export click export csv to create a csv export file for all vendor records this csv file is structured in a specific way required by the importing process do not modify any of the column names, order sequence or structure the import from bc365 triggers a minimum of one row of data there are three different data types bank account each vendor with a bank account creates a row with a data type of bank account , allowing you to modify the vendor’s bank account address each vendor with an address record creates a row with a data type of address , allowing you to modify the vendor’s address email each vendorwith an address record creates a row with a data type of email , allowing you to modify the vendor’s email we suggest saving a copy of this file or your records and to provide an easy way to import back the original file if necessary! step 3 import once you have exported the existing vendor bank information, create the import file with your revised vendor bank information by editing the data and creating new rows if you are adding new vendors do not remove any of the column headers or add additional columns or the import will fail prepare the file for import each of the three data types require specific data fields use the existing records as a guide to which columns require data and be sure to follow the general rules to avoid errors preventing a successful import bank account to add a new bank account, add a row and enter bank account in the data type column do not fill in the email or address fields and fill in the other columns following the guidance from the table below address to add a new address, add a row and enter address in the data type column do not fill in the bank account or email fields and fill in the other columns following the guidance from the table below email to add a new email , add a row and enter email in the data type column do not fill in the bank account or address fields and fill in the other columns following the guidance from the table below only one line entry per vendor can have the is default account set to "y" enter the default payment method for the default account address record populating the csv table you need to use specific default payment method code values for each of the payment rail types since only one entry per vendor can be the default account with a default payment method, there any rules for which payment method is compatible with each data type here is a complete list showing which payment rail types are supported by each data type use only the payment rails supported by your bank plugin for this specific vendor navigate to plugin → payment methods and check in the table which payment methods are listed for a vendor true false 0,200false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type csv file table columns 277,147,316 true falseleft false unhandled content type left unhandled content type left unhandled content type left false unhandled content type left unhandled content type left unhandled content 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unhandled content type importing the file once the file is ready, select import csv attach the file that is ready to import and enter one valid email address to receive a status update you are not able to modify this email address after clicking import , so be sure to add the correct one once the file has been uploaded, a checkmark confirmation message will appear wait a few minutes to get a status update via email once the import status changes, you will receive an email notification this email notification will let you know if the import has been successful there are 3 options 1 import is successful! 2 import is successful but there are line errors if there are errors, the notification email will have an attached csv file listing the errors correct the problems and resubmit the import file if a row has an error, none of the information present in that row will be updated if you use the attached csv file to resubmit the import data , you can leave the error column and make the required changes 3 import was not successful this may be caused by internet issues or if the file format is not respected please check your internet connection, review the line item data formats and refresh the page to try again contact support if the import still contains errors and the remedy is unclear example of import this file shows an example of what the import file can look like for one hypothetical vendor in bc365, when you select the vendor, it shows the new bank account has been added when you open up the bank account, you can see the values match the import potential errors 209,248,345 true left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type left unhandled content type