For introductory information, please see How to import - the basics of importing. NOTE: This article refers to the general term Record ID. Record ID is the same as Student ID, Individual ID, Faculty/Staff ID, Organization ID, etc.
Create a payment import file that includes the minimum required fields (Record ID or Record Import ID, Deposit ID or Deposit Number, Payment Date, Payment Method, Amount, and any additional fields that need to be updated.
- In Student Billing, select Administration, Import Records
- Create a new Payment Import parameter
- On the General tab, select Update existing entries
- On the Fields tab, map the Field to Import with the Import Field
- Validate before Importing