• Migration


    Table of Contents


    1. Migration

    1.1 Introduction

    The migration utility allows you to migrate data from your LloydsLink Dial Up payments service to your LloydsLink online Payments service. 

    For further information regarding the migration from LloydsLink Dial Up please refer to the LloydsLink payment data migration user guide.

     
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    1.2 The migration process.

    Within Payments, click <strong>Migration</strong> on the left hand side and the following screen is displayed. 

    14-1 


    Step 1/2/3 – If you have not already created your export file from LloydsLink Dial Up, for further assistance see our LloydsLink Migration Guide within useful documents on the Support Centre.

    Step 4 – If you already have existing account/template details saved within LloydsLink Online and wish to allow duplicate entries to be migrated, check these boxes as appropriate.

    Step 5 – This check box will allow you to protect your templates so users can’t amend the template contents once migrated.

    Step 6 - Enter the file location of the migration file in the field below

     14 -2 Browse

     14 -3 Choose File 

    The following screen will be displayed.


     14 -4 Import Results 

    If this happens then periodically select Refresh until the following screen is displayed. 

    Note: the import process may take time depending on the speed of your Internet connection and the size of the file being imported.


     14 -5 Import Results (working)  

    This screen will give you a summary of the success of your imported information. Note that if there is a value higher than zero in the No. of unreadable or invalid fields, certain accounts/templates have failed to import.

    You may wish to review the information within Dial up and repeat the export if necessary. For further assistance, please call the LloydsLink Online Helpdesk.

    If warning messages are shown please refer to the 1.3 Warning Messages topic below

    Click Continue to proceed with the migration.

    Other options from this screen are to:

    • View (account/template) summaries. This will only be displayed if the import file contains more than one type of import data e.g. Beneficiary Account Library and Templates. A button will be shown for each type of data imported except for the type currently being displayed. Select View (Account/Template) Summary for the data type you want to see.
    • Cancel the import by selecting Cancel 
    • Refresh the page to should the import not have been completed by selecting Refresh 
    • Print import summary by selecting the link under Print Options (on the left hand side of screen).

    14 -006 Opt 

    Imports will go into a status of Pending. You will need to click Refresh until the status changes to Complete.

    Select Cancel to return to the import home page. Note: This will not cancel the import 

    14 -7 Migration Report 

     

    When the import is complete the status will be shown as Complete and a Details link will be displayed.

    14 -8 Migration Report (Complete) 


    Now the migration has successfully completed, you can check your migrated details by selecting Template/Account Management on the left hand side.

    Please note - If you have dual control for Account Management activated, see section 1.4 below.

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    1.3 Warning Messages

    During import of a data file warning messages may be reported on the import results screen as shown below.

    14 -9 Results 

    This screen shows problems that have been encountered. Options on this page:

    • Select View (account/template)Summary to view other import summaries. This will only be displayed if the import file contains more than one type of import data e.g. Beneficiary Account Library and Templates. A button will be shown for each type of data imported except for the type currently being displayed.
    • Select Continue if you are happy with the imported results.
    • Select Refresh should the import not have been completed
    • Select the link under Print Options to print the import summary (on the left hand side of screen).

    If the data is not in a readable format then it will not be imported. If this occurs we advise that you contact the LloydsLink Helpdesk for further guidance.

    Customers can use the displayed warning messages to amend their imported data within the online payments service. Refer to the Templates management Section of this user guide for help on making changes to imported Payment Templates. Refer to the Account Management section of this user guide for help on making changes to imported Beneficiary Account details.

    NOTE: You may choose to correct the data at source and re-import it. To do this you should now select Cancel to abort the process and refer to the printed report to correct the data. Once the data has been repaired export your data once again by following the steps outlined in the topic exporting data in this section before attempting to import data again.

    1. The report lists first the location of the problem e.g. for Templates it will show first the Batch and Transaction references, followed by the error(s).

    14 -10 Debit Account 

    2. Using the on screen migration summary or printed migration summary your data can now be amended. Select Continue and the following screen will be displayed

    14 -12 

    3. Select Details and a screen showing the imported data will be displayed.

    14 -12 


     

    4. Using your migration summary select the item(s) you wish to amend from the list.

    Refer to the Templates management Section of this user guide for help on making changes to imported Payment Templates. Refer to the Account Management section of this user guide for help on making changes to imported Beneficiary Account details.

    You can also select View Import Errors to see a summary of the import errors, as shown below:

    14 -13 

    5. Select Cancel to return to the previous screen.

    6. If you are unable to resolve an import error then please contact the helpdesk for further guidance.

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    1.4 Account Management Dual Control

    Customers who have enabled Dual Control will need to approve imported Beneficiary Accounts. The instructions below give details of how to do this

    1. After the import of the Beneficiary Accounts has been completed, select the details link on the LloydsLink Migration Report screen and the following screen is displayed
    2. 14 -14 

    3. Select Publish all accounts and the following screen is displayed
    4. 14 -15 

    5. A user with access to approve beneficiary accounts under dual control must now log on to approve the imported beneficiary accounts. Once logged on the following page will be displayed:
    6. 14 -16 

    7. From the payment management home page select the Approve Migrated Accounts link, the following screen is displayed.
    8. 14 -17 

    9. Select the description link of the account you wish to approve and the following screen is displayed
    10. 14 -18 

    11. Select Approve and the following screen is displayed
    12. 14 -19 

    13. If there are further beneficiary accounts that require approval, these are accessible via the Payments home, please refer to step 4.
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10/28/2021 9:44:11 PM