Purpose

The purpose of this article is to provide the download link for the ADM consumer upload template and instructions on how to use it.

Process

• Pre-live locations: Fill in the template with consumers and send it to the 365 Fulfillment (fulfillment@365smartshop.com) team to be uploaded.
  
  
• Live locations: Fill in the template with consumers and send it to the 365 Support (support@365smartshop.com) team to be uploaded.
   

Note: Consumer upload submissions must be submitted with the most updated version of the template.

Required Fields

Please be sure to complete all the required fields on the form. A description of the fields follows:

• 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)