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Bulk importing payment records

Gav Willis avatar
Written by Gav Willis
Updated over 3 years ago

You can use PICSWeb Imports to create multiple new payment records from an import file.

First, take a look at the Learner Payment Record Import Specification to find out how to create a valid file to import.

Once you have the file ready to go, go to Imports from the side menu and select Actions > Upload.

In the upload file window, choose Learner Payments from the Import Type drop-down menu, upload your file and select Upload.

The import will then take place. Once it has been completed, you will be shown a message indicating how many new payment records were created.

The hours will be added to the relevant learners in the Payment Records tab in their ILR Summary.

Keywords: Bulk import PMRs, learner installments, bulk upload payments

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