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Field | Required? | Definition/Notes | Example |
|---|---|---|---|
CustomerAccountNumber | Yes | The unique identifier for the customer. The customer must exist in Mosaic with this account number in order for the import to attach the account and update the balance. | 1234567890 |
ARAccountCode | Yes | The account code from AR Account Management. The account code must exist in Mosaic prior to import. | FinAid |
Action | Yes | Link or Unlink. Link will attach the account to the customer. Unlink will remove the account from the customer. When unlinking accounts, any values provided for start/end dates, credit limit, and customer balance will be ignored. | Link |
StartDate | No | The start date for the funds. Format must be YYYY-MM-DD. If left blank, the default start date from the account will be applied on new linkings. When updating existing links, the defaults will not be applied. | 2023-05-01 |
EndDate | No | The end date for the funds. Format must be YYYY-MM-DD. If left blank, the default end date from the account will be applied on new linkings. When updating existing links, the defaults will not be applied. | 2024-05-01 |
CreditLimit | No | The credit limit amount for this account on this customer. Do not include the dollar sign ($). If left blank, the default credit limit from the account will be applied on new linkings. This field will be ignored if the account being linked is a debit account. When updating existing links, the defaults will not be applied. | 500 |
CustomerBalance | No | The customer’s current balance for this account. Do not include the dollar sign ($). If left blank, and the account is a debit account, the default account balance will be applied on new linkings. When updating existing links, the defaults will not be applied. | 145.37 |