User Fees Import Guide

CSV Order Friendly Name Description Required for new record? Required for update? Other Requirements Sample CSV Data
1 User ID The ‘User ID’ that this payment is assigned to. YES N/A Enter a valid user ID. This user ID must already exist in the OrchestrateIT database. 21F857431E
2 Fee Name The friendly name of the fee that the user is being assigned. YES N/A Enter a valid fee name. This fee name must already exist in the OrchestrateIT database. Participation Fee
3 Fee Code The reference code of the fee that the user is being assigned. NO N/A Enter a valid fee name. A fee with this code must already exist in the OrchestrateIT database. FEE_001
4 Invoice Number The number of the invoice from your finance system. NO YES This invoice number must be accurate so that future imports update the existing fee rather than creating a new one. 10085
5 Fee Campus The name of the campus on which this fee is stored. YES N/A Enter a valid campus name. This campus must already exist in the OrchestrateIT database. Gold Coast
6 Date Charged The date that the user was charged this fee. YES N/A Enter a valid date (DD-MM-YYYY). The date must either be today or historic – you cannot enter a future date. 17-11-2015
7 Amount The amount that was charged. This field is optional. If left blank, the default value will be saved. NO N/A Enter a valid financial value with 2 decimal places. Do not include a dollar sign. 120.00
8 Amount Remaining The amount that is outstanding (unpaid). This field is optional. If left blank, it is assumed the full amount is outstanding. NO NO Enter a valid financial value with 2 decimal places. Do not include a dollar sign. 80.00
9 Payment Status Specifies whether the user has paid this fee yet. NO NO Accepted Values: ‘Paid’, ‘Part Paid’ or ‘Not Paid’. This field will be automatically populated if ‘Amount Remaining’ is specified. Not Paid
10 Payment Method The method in which the user paid this fee, if the fee has been paid yet. NO NO Accepted Values: As per the ‘Payment Methods’ you have configured in OrchestrateIT Campus Settings. This field is mandatory if the fee has any payments applied to it. Payment Plan
11 Payment Date The date that the user last made a payment for this fee, if any payments have been made yet. NO NO Needs to be a valid date (DD/MM/YYYY). Will default to the current date if not specified for a fee that already has at least a partial payment. 17-11-2015
12 Processed By The ‘User ID’ of the user that processed this payment. YES YES Enter a valid user ID. This user ID must already exist in the OrchestrateIT database. 21F857431E
13 Invoice Status The status of the associated invoice. NO NO Accepted Values: ‘Active’ or ‘Cancelled’. If this field is left blank, any new records will be set as ‘Active’. Active