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How can I upload account files?

Written by Jeanne Murphy

Updated at December 31st, 2024

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For billers that do not have Bill Presentment enabled, a file containing the accounts of all payers can be loaded into DirectBiller. To load an account file that has already been constructed:

To load an account file, go to the File Transfers page.

 

Click Choose file and select a file from your computer.


After you’ve selected your file, click Upload.


The filename displays in the Recent Uploads table with a status of Unprocessed.

 

To view the results of a file upload click Refresh in the top right corner of the Recent Uploads table. The status of the file upload updates to Success or Failed.

 


To see more details on the upload process, click the File Name. The Upload Results screen displays.

 

When you are finished, click Go Back to return to the Upload History screen.
 

account upload files

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