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Q:

How do I export a bulk list?

A:

To export bulk lists, click ‘Payments’, then ‘Manage bulk lists’.  Select the bulk list you’d like to export and click the ‘Export’ button at the bottom of the page. You’ll need to export your bulk lists one at a time.

If you just need to export active bulk lists, you can click ‘Search for a bulk list at the bottom of your list of templates, change the status to ‘Active’ and press ‘Go’. You’ll then be able to select them and export them.

If you’re going to import this into another system or Bankline profile, make sure you check the information in the bulk list is correct and up to date before importing it, and before using it to make payments.

 

Additional information

  • The export will be saved as a text file (.txt, the same as a Bankline import file). This will mean it’s exported in the format required to re-import into another Bankline profile. If you’re doing this, it’s important that you check that the information in the new bulk list is correct before using it to make payments.
  • IAT bulk lists cannot be exported

 

For more information on this export, take a look at page 19 of this guide:

Bankline export guide

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