Purpose

The Bulk Consumer Import feature of ADM allows operators to upload bulk information about their consumers. This allows for the bulk creation of new consumer accounts, as well as bulk edits to existing accounts.

This feature is frequently useful in the case of uploading or updating employee information, such as payroll deduct information. 

Using Bulk Consumer Upload

1. Login to ADM
    
2. From the Main Menu, select the Admin button, then select the option Bulk Consumer Upload from the resulting drop-down menu. 
   
   
3. The Bulk Consumer Upload page will now appear. From here, select the Upload New button. 
   
   
4. Select the correct Location information, PIN Value options, and Start balance Options for your customers. Then, download the template excel file and use it to fill out your customer information. When you're ready, select the Submit button. 
   
   
   The fields are:
    
   • First Name (required)
   • Last Name (required)
   • Scancode (required) - Examples include customer ID badges and similar items
     • A consumer must have either a Scancode OR an Email. 
   • Starting Balance (required) - This field should be a number and does not need a dollar sign ($).
     • If editing an existing account, inputting a starting balance will add that number to their current balance. For example, if their account has $5 and the upload is performed with $10 filled out on the template, the account will have a balance of $15 after the upload. This process is very similar to Consumer Account Balance Adjustments.
     • If creating a new account, and a starting balance is not desired, please ensure this is set to 0.
   • Email (required) 
     • A consumer must have either a Scancode OR an Email. 
   • PIN (optional) - If left blank, the PIN will be set to the default value, which is 1234
   • Payroll ID (required for payroll) - The unique ID of the user as provided by the client
   • Pay Cycle Group (required for payroll) - The Name of the group as defined on ADM
   • Subsidy Group (optional)
     
      
5. You will now be redirected to the Bulk Consumer Upload page once again. Here, you will see that your recently submitted bulk upload has been added to a queue. If the status is Queued, this indicates that your customers have been emailed, and that the system is waiting for them to finish creating their account.
   • Once all accounts have been created, your upload will have a Sucess status.
   • If an issue has occurred, it will have a Failure status. 

Consumer Account Use at Kiosk After Bulk Upload

After a successful Bulk Consumer Upload, the new/ updated GMA accounts will be immediately accessible to consumers via the 365Pay app. Customers will also be able to access their GMA via any kiosk that has experienced a full sync since the successful upload took place. 

A full sync is scheduled to occur once a day at midnight for the time zone that the device is in. To prompt a sync to occur now, do the following: 

1. Login to ADM
   
    
2. From the Location List page, select the Location Name where the kiosk is found
   
    
3. Select the Update Prices & Full Sync button
   
   

ADM Walkthrough

Please see the following walkthrough for a hands-on experience of the ADM settings - ADM - Bulk Consumer Upload Walkthrough. 

Frequently Asked Questions

How does the uploader know if the consumer account already exists? 

The key field that is being looked for is the email address. If there is already an account with the email address specified, then that account will be updated with the added information. If there is not an account with that email address, ADM knows to create a new account, instead.

What input constraints does the uploader have? Is it case-sensitive? 

ADM will check that each field contains no special characters and does not exceed 255 characters. The uploader is not case sensitive. For example, if you were attempting to edit an account and used all lower-case letters for the first and last name, ADM would still be able to identify which account you are attempting to update.

Where does the initial account balance come from? 

Just like when creating accounts individually or funding accounts in bulk, the amount added to a consumer account will be paid for by the Operator and listed on their next EFT Report and Account Adjustment Report. 

Can I use Bulk Consumer Upload to delete consumer accounts? 

No, this feature cannot delete existing customer accounts. To preform that action, an operator will perform a payout and close for all the accounts that they want to remove.

What happens if an upload fails? 

When the uploader encounters an error, the error is documented under the Actions column and the upload will be listed as a failure. Some of the possible errors are:

• Blank fields - When fields that are required are not filled out.
   
• Duplicate Information - When a field's information is already in ADM.
   
• Invalid Email Address - When the entered email address is not valid.

What is the fallback procedure if this tool can't be used? 

In the event of failure, or in cases where this tool will not fulfil an operator's needs, we will fall back to using the Consumer Upload Template (GMA Upload Template v1.4)

ADM Walkthrough

Please see the following walkthrough for a hands-on experience of the ADM settings. You may also find this walkthrough at the following link: ADM - Bulk Consumer Upload Walkthrough.