Adding Data to the Data Manager

The following instructions will explain how to add data to your Data Manager in order to accept payments through a form with a lookup field and through the Interactive Voice Response (IVR).

Note: You will need to add a Lookup field to your online form.

If you have enabled IVR, you will need to make sure that your lookup field (unique identifier) is known by your customers so that they may submit payment.

1. Select Data Manager

2. Select the Online Form you will be adding the data to and then select the blue Add Data button shown below

 

Data_manager.png

 

3. Fill in your data

[Lookup1 Label]: Label of the lookup field on your online form Ex: Invoice No.

Note: If you are utilizing the IVR, your IVR Key (three digits) will automatically populate the lookup field. Please enter your customers invoice behind your IVR Key. When providing the invoice number to your customer the IVR Key should be included.

[Lookup2 Label]: Secondary label of the lookup field on your online form.
[Amount]:
The total requested dollar amount.
[Description]:
Description of the data you are adding. Ex: Water Bill
[Start Date]:
Select a Start Date for accepting payments.
[End Date]:
Choose an End Date to no longer accept payments.
[Pastdue Date]:
Set the date the amount will change to [Pastdue Amount].
[Pastdue Amount]:
The total dollar amount if past the due date.
[File Name]:
If you are adding an attachment, you will input the file name here.
[File Pwd]:
Password protect your attachment.
[Pwd Hint]:
Password hint for your customer.
[SMS Phone]:
Send a text message with a link, letting your customer know their payment is due.

 

4. Once you are finished adding your data click save

5. Your customer will now enter the lookup value you created to pay their balance

 

 

Note: To remove data, check the box for the data you wish to remove and select Delete Data.

 

What_is_data_manager_3.png

 

Upload Data List

You may also upload your data into your account. By selecting Upload Data List.

1. Create your upload file (Please see instructions below)

2. Click on Upload Data List

3. Click on the Browse option to search for your file

4. Once you have selected your file, click Submit and it will import your data

 

To make your upload file, use the simple instructions below:

1. First open Excel, the first row should contain headers with the field names below

2. Enter all of customer data starting in the second row

  • Lookup Field1 - 50 character max
  • Lookup Field2 - 50 character max
  • Amount - valid numeric value with 2 decimal places
  • Description - 120 characters
  • StartDate - data in MM-DD-YYYY format
  • EndDate - data in MM-DD-YYYY format
  • PastdueDate - data in MM-DD-YYYY format
  • Pastdue Amount - valid numeric value with 2 decimal places
  • File Name - 20 character max
  • File Password - 20 character max
  • Password Hint - 20 character max
  • SMS Phone Number - 10 character max

3. Once you have added all of your data, click on File, then click the Save As... option

4. Name your file and change the Save as Type option to CSV (Comma delimited) (*.csv)

5. Click Save and your file is ready to be uploaded

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