How to manage contacts in Payreq Delivery

Contacts are the unique identifiers used by Payreq to associate documents with the correct customer. Contacts are basically the people or accounts you send documents to — and maintaining clean, up-to-date contact data is key to ensuring successful delivery via Payreq.

This article covers how to:

• Add new contacts

• Update or remove contacts

• Import contacts in bulk

• Understand matching rules

What is a Contact

Each contact record contains identifiers such as:

• Contact ID

• Customer Name

• Account Number (ID)

• Name on Bill (Auth)

• Notice ID (optional)

Payreq uses this data to match customer subscription requests with the right record. A subscription is only successful if the details provided match the contact record exactly.

Add a Contact Manually

1. Go to the Contacts tab.
2. Enter the following:
   • Contact ID (required)

   • Customer Name (optional)

   • Account Number (optional)

   • Name as it appears on the bill (required for Smart Mailbox and some BPAY setups)

   • Notice ID (optional)

3. Select Create on the right side of the screen.
   

4. Click Save.

This is useful for adding or updating one-off records.

Import Contacts in Bulk

1. Go to the Contacts tab.

2. Click Import Contacts.

3. Choose a file in .CSV format. Use the format shown in the sample below:

   

4. Check the box to “Replace all contacts with file values” if you want to overwrite all records. Leave this unchecked to append new entries.

5. Click Import Contacts.

Tip: Make sure the file uses consistent headers and includes a trailer row.

Matching Rules for Successful Subscriptions

When a customer attempts to subscribe, Payreq will match their details to a contact using one of the following:

• Contact ID

• Account Number

• Notice ID (depending on your setup)

The “Name on the bill” must also match exactly for Payreq registrations. If a match isn’t found, the subscription will either fail or (if enabled) appear in the “Pending Failed” tab for manual review. 

Learn more about pending failed subscriptions here: Managing 'pending failed' subscriptions

Search and Edit Existing Contacts

On the Contacts page:

• Use the search bar to find records by Contact ID, Notice ID, or Customer Name.

• Click the blue "X" to delete a contact.

• Click into a record to update values.

You can also export your current contacts by clicking the Download button.