Partially Processed Rows

When there are errors with rows in an import batch, the rows will appear in ReceivablesPro as “Not Processed” even if a portion of the data in the row has been saved in your system.

There are two cases where rows are partially processed:

1. In a Customer import where all required fields for creating the customer are present and correct, but bank account and/or credit card fields have errors. In this case, the following occurs:

1. A new Customer Record is created.

2. The bank account or credit card that contained errors is not attached to the customer.

2. In a Payment or Recurring Payment import where information is provided for creating a new customer, and all required customer fields are present and correct, but there is an error with the payment or recurring payment schedule fields. In this case, the following occurs:

1. A new Customer Record is created.

2. Any bank account or credit card that contained errors is not attached to the customer.

3. The payment is not processed.

4. The recurring payment schedule is not entered.

To avoid duplicate customers being created in your ReceivablesPro system, prior to re-importing a corrected file, make sure to identify the rows in your import file that failed completely and those that only failed partially.

Rows that failed completely can be corrected and re-imported into ReceivablesPro.

For partially failed rows, where a Customer Record was created, you can take one of the following actions:

• Delete the customers added by the import, then correct the import file, and upload it again.

• Manually enter bank account and/or credit card information missing from the Customer Record.

• Manually enter a payment for the customer, including any missing payment account information.

• Manually enter a recurring payment schedule for the customer, including any missing payment account information.

• For Customer Records created with a bank account or credit card saved, locate the Customer ID assigned to each customer. (This would happen if you had errors only in the payment details or recurring payment schedule details.) Then create a new Payment or Recurring Payment import file using the Customer ID and saved payment information, and import it into ReceivablesPro. (See Importing Payments for Existing Customers and Importing Recurring Payment Schedules for Existing Customers in Chapter 4.)