UB Synchronize Web Payments

Updated on Sep 30, 2022

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.

The Synchronize Web Payments page supports drag-and-drop functionality, so you can simply drag the import file from your desktop or an open folder and drop it onto the page. You can also click the SELECT FILE button to navigate to the file.
Click VIEW LAYOUT/FORMAT to view the expected file format of the CSV file.
- This import file is the Profile Report .csv file that was previously exported from the Web Payments site.
Once you have selected and uploaded the import file, a green "File uploaded successfully" message will display. If you attempt to upload the wrong type of import file, a red "This file type is not allowed" message will display instead.
Use the Delete button if you need to remove the uploaded file.
Click the Submit button to import the profile report and begin 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.