Update Banks and Branches

To update Banks and Branches, the Upload Action column value must be ‘Update’ or 'Update records'. Refer to the uploading section for more information on how to upload the Update action.

To carry out an Update to the existing values, More4apps recommend downloading them first on the sheet. Refer to the Download Banks and Branches section for more information on how to download.

When the data is uploaded to Oracle, the status columns for the sections uploaded will be set to 'Accepted'.

BB Update bb

The following columns are required on the sheet to Update:

Banks

The following columns are required to be on the sheet to Update the Banks section.

  • Country Name

  • Bank Name

Bank Addresses

The following columns are required to be on the sheet to Update the Bank Addresses section.

  • Country Name (from Banks section)

  • Bank Name (from Banks section)

  • Bank Address Number

Branches

The following columns are required to be on the sheet to Update the Branches section.

  • Country Name (from Banks section)

  • Bank Name (from Banks section)

  • Branch Name

Branch Addresses

The following columns are required to be on the sheet to Update the Branch Addresses section.

  • Country Name (from Banks section)

  • Bank Name (from Banks section)

  • Branch Name (from Branches section)

  • Branch Address Number

Updating Names

If you are using the Update or Update records action specifically to rename an existing bank or branch, you cannot simply overwrite the current name in the standard name column.

Instead, you must use the designated "New" columns provided in each section to apply the name change:

  • New Bank Name (Use in the Banks section)

  • New Branch Name (Use in the Branches section)

BB Update New

Update not allowed

You cannot update the following columns:

  • Country Name

  • Bank Address Number (unique identifier of the address line and any attempts to change will result in error)

  • Branch Address Number (unique identifier of the address line and any attempts to change will result in error)

  • Bank Address Original System

  • Bank Address Original System Reference

  • Branch Address Original System

  • Branch Address Original System Reference

  • Branch Number Type (due to Oracle bug, you cannot update this value using the integrator)

  • Bank Branch Type (due to Oracle bug, you cannot update this value using the integrator)

  • RFC Identifier (due to Oracle bug, you cannot update this value using the integrator)