Query
How to manually load Adelaide Bank XML files onto Class.
Solution
Prerequisites
Ensure the Fund is Active
Navigate to Fund Level > Feeds > Feeds Console
Open the feed account and ensure the:
- Bank Account is active
- Code has been entered and is unique
- Cash Product Type is Bank Account
- BSB Number has been entered correctly
- Account Number has been entered correctly
- Product has been selected, if not automatically assigned
- Manually Imported is selected
Where can I download the file from?
This XML file is not available to download on Adelaide Bank's internet banking website. You can only obtain this file directly from Adelaide Bank.
Instead of using the direct import, you may request your client to download a CSV file from Adelaide Bank's internet banking website, and add the transactions to the bank account.
Load the Data
This file can be loaded at a Business or Fund level.
For detailed instructions refer to Load Data File