Do the same for the other pieces of the bank - account number, branch, etc.
Please let me know if you have any other questions.
At present we are bringing in around 2000 new mandates, of them 50% went through fine, the rest seem to get rejected for an unknown reason as some of the exceptions already have the bank as a financial Institution on RE and some don't. We exported the Fin Institutions as the Financial Institution Name which is the bank name on importotmatic would some times differ, so in the case of bringing in existing institutions we did a match on sort code to get the correct bank name. This seems to work for some of them. Basically there is no rhyme or reason to why these exceptions are occuring...
A slight update, we think the issues is that the banks are being added but for some reason the bank relationship cannot be created for some constituents, but its very sporadic and there is not commonality in this.Please help :)
Alright folks,So I am setting up a Direct Debit Import and I am getting the following message:
Required Field Missing : Bank
The issues is I have added the Bank Financial Relationship field in my import, selected the 'Add Banks to table if it does not already exist' So I am not sure what the problems is.
Anybody have any thoughts ?