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Create daily direct debit import sheet and notify accounts

Create daily direct debit import sheet and notify accounts

Your new direct debit entries sit in a staging table and cause manual CSV errors. Receive a formatted import sheet and step-by-step instructions delivered to accounts the same weekday.

Create daily direct debit import sheet and notify accounts

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Overview

Stop manual DD imports from blocking collections — this flow turns new submissions into a dated, prefilled import file and emails accounts each weekday morning. Accounts receive a ready-to-import sheet and clear instructions the same day, preventing CSV errors and speeding bank imports.

Create daily direct debit import sheet and notify accounts