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Upload Input File

Paige Freeman
  • Updated

You must have access to the TRS_INPUT_FILE_UPLOAD access point to access this page.

Some processes require you to upload a file which Personify then submits to the server. For example, a marketing report would require that you upload a list of prospects.

The Upload Input File page can be accessed from Reports Central, the left navigation menu, or from the Job Submission page for batch jobs. Batch jobs that may use this option include:

  • LCK100 - Lockbox Batch Upload
  • CUS540 - ACS File Upload Process
  • ZIP100 - Zip Code Upload Process
  • EFT681 - Upload of Bank Rejections and Changes
  • FAR680_BULK - Credit Card Bulk Processing

To upload a file:

  1. From Reports Central or the left navigation menu, select Upload Input File.
    -OR-
    From the Job Submission page, select Upload Input File from the Actions menu.
    The Upload File page displays, as shown below.
  2. Select which report to upload the file for from the Upload For drop-down.
    1. Default: File path is based on Server Input Path with the Logged in user folder.
    2. LCK100: File path is based on the Input File Path parameter set on the Lockbox Parameters page.
    3. CUS540: File path is based on the UPLOAD_FILE_PATH parameter set on the Configure ACS page.
  3. Select the Select File button to browse for and select the file from your local computer.
    Allowed file types are set by the TRS FILE_TYPE system type.
  4. Select Upload to upload your file.