Summary

The Synchronize Web Payments tool is used to synchronize auto payment settings between the Utility Billing module in the enterprise application and the Web Payments online application. This tool replaces a similar custom tool available in previous versions.

Before this synchronization tool can be used, you will need to export the Web Payments Profile Report in .csv format from the My Organization tab of the Web Payments site.

Step by Step

1     Open the Synchronize Web Payments window (UB> Utilities> Synchronize Web Payments).

2     Import the synchronization file.

• Enter a File Name or click the field label to browse to the desired file.
  • This import file is the Profile Report .csv file that was previously exported from the Web Payments site.
  • Click the File Layout icon to view the expected file format of the .csv file.
• Once you have browsed to the Profile Report .csv file, click the Confirm icon   to import the file and begin the synchronization.
• The tool will now roll through all the UB accounts associated with the Web Payments accounts on the import file. It will compare the Auto pay activated column on each Web Payments account to the Reoccurring Web Payments flag on the related UB customer account.
  • If the Auto pay activated column reads "Yes", the system will confirm that the associated UB account is set to "Reoccurring Web Payments = True." If the Auto pay activated column reads "No", the system will confirm that the associated UB account is set to "Reoccurring Web Payments = False." Both the Auto pay and the Paper bill flag will be updated.
• Once the synchronization is complete, an information window will display a summary of the accounts that were updated.