Yes. You can upload a CSV file to create new customer accounts.
**Steps:**
1. Log in and go to Direct Debits > Customers > Upload Customers.
2. Download the File Format Template.
3. Enter customer details in the required format (all fields must be in double quotes, no blank lines).
Please note: Below you’ll find the File Format Definition. The numbers in brackets indicate the minimum and maximum character length for each field. For example, (6-10) specifies that values must be between 6 and 10 characters long. The text file should be comma-separated, with no blank lines, and all values enclosed in double quotes.
Examples:
"ABC1234","Smith Enterprise","Mr John Smith","4 High Street","Old Town","","Birmingham","B1 2RX","012112312312","john.smith@smithenterprise.co.uk","J SMITH","101015","12345678"
"ABC4321","Anderson Enterprise","Mr John Anderson","3 High Street",,,,"B1 2RX",,,"J SMITH","101016","12345679"
4. Save as a CSV file.
5. Upload the file via Choose File > Upload Customers.
The system will validate the details. Invalid account numbers or sort codes will be flagged.
Please note: If any details in your file do not match the required format—such as an incorrect sort code or account number—the portal will automatically flag these issues. For example, if a sort code or account number fails the modulus check, it indicates the details are invalid and may not support Direct Debit setup. In such cases, please review and correct the bank sort code and account numbers in your CSV file, then re-upload the updated file.
6. Once uploaded, you can view the customers under Customers > List Customers.
For help, email customer.services@landz.co.uk.