Fairways Debt enables you to import and edit transactions using XML files in two different ways. You can either:
- Manually import the XML file in the platform.
- Bulk import multiple XML files using the REST integration service.
Note: Only administrators can import transactions using XML files.
Navigate to the Account Administration
- Log in to your Fairways Debt account.
- Select a customer account.
- Navigate to Applications
> Account Administration.
Update Transactions Using an XML File
- Navigate to Administration > Batch Update.
- Click Upload Transaction Importation File.
- Select an importation type.
Notes:
- Select V3 by default, the latest version, unless your consultant has recommended another version for specific purposes.
- Click Need the template? to download the documentation specific to each version, if relevant.
- Select the file to upload.
- Click Apply.
The importation results display.
Note: The antivirus analysis feature will be available at a later date. An antivirus analysis will be performed on each new document during the upload. Please disregard the antivirus status currently displayed.
|
Field |
Description |
|---|---|
|
Status |
Importation results. |
|
Reference Code |
Internal reference code of the transaction. Click the reference to navigate to the transaction profile. |
|
Type |
Transaction category. |
|
Action |
Action performed on the transaction. |
|
Reason |
If no action has been done to the transaction, the error reason displays. |
|
Show |
XML code written from the importation file. Click the link to the raw data, if available, to display the code. |
Note: Click an arrow beside a header label to sort the results.