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Core | ACH Migration Mode
Core | ACH Migration Mode
How to bulk request ACH bank info from leads, non-members, and members all at one time.
Barry Pepper avatar
Written by Barry Pepper. Updated over a week ago

1. Activate your ACH.

2. Go to the ACH page found under the Apps menu

After enabling ACH go to the ACH page found under the Apps menu

2. Click on Migration Mode

Click on Migration Mode

3. You will see a full list of All Member, non-members, and leads that do not have a bank account on file.

You will see a full list of All Member, non-members, and leads that do not have a bank account on file

4. You can select any that you want to bulk request they add bank account

You can select any that you want to bulk request they add bank account

5. After you have made selections of all you want to request info from go to bottom of page

After you have made selections of all you want to request info from go to bottom of page

6. Click on SEND BANK CONNECTION EMAIL TO ALL CHECKED

Click on SEND BANK CONNECTION EMAIL TO ALL CHECKED

Note

If you want to edit the email sent in this process, go to Communicate->Automatic->Instant New Bank Account request

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