Import profiles

Before importing payment data, an import profile must be created. The profile describes the contents of the files that will be imported, including the fields and their order, so that the application can load the payments properly.

If you are entitled to manage import profiles, you can create profiles for your own use and for use by other company users. The advantage of using profiles is that after a profile has been created, you can use it an unlimited number of times to import payment data based on the profile.

Note: Files for import must meet certain requirements and validations to ensure that the data is imported to the database correctly and successfully.