The Client Status Label Import Batch tool allows users to perform bulk updates to client status labels and display notes via file upload.

Navigation and Security

• Security Resource : Processing: Client Status Label Import Batch
• Menu Path : MaxMoney > Processing > Client > Process Client Status Label Batch Import

Process Overview

When a file is submitted, the system initiates a background process (Celery task) to update the records.

• File Preparation : Use the provided system template to ensure data compatibility.
  • Note: Only a CSV file type is valid
• File Name : Each import file must have a unique name
• Data Matching : The system matches records based on the Client Number.
• Updates:
  • Status Label : Updated to the value specified in the file (provided the label exists in the system).
  • Display Note : If a value is provided in the file, then it will update(override) previous display notes.
• Audit Trail: A Client Log entry is automatically created for every successfully updated client. It logs the change in the custom status label.

Results and Reporting

Once the process is complete, users can review the outcome under: MaxMoney > Processing > Logs > Client Status Label Import Batch

From this screen, you can download two files:

• Report : A summary of the processed data.
• Log File: A detailed record of the import, including any errors encountered.

Troubleshooting and Errors

The Log File includes the specific row number from your import file to help identify and correct data issues. Common errors include:

• Client No does not exist : The provided client number could not be found in the system.
• Matching Status Label does not exist : The status label text in the file does not match any configured labels in the system.

[!IMPORTANT] Branch Level Numbering : If the Merchant legal entity has Branch Level Client Numbering enabled, the import only applies to the branch the user is currently logged into. To update clients across multiple branches, a separate import must be performed for each branch.