Fidelity Bank Business Online Banking User Guide

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2. Enter a template name. 3. Check the box to update existing participants.

Note: If “Update Existing Participant” is checked but existing participant do not exist with the selected match criteria, new participant(s) will be created. Ensure that your routing number field is a TEXT field in the file, or else leading zeros will be dropped.

4. Select the criteria to match.

Note: If “Account Number” is selected, Routing Number and Account Type will also be included as match criteria.

ACH: Customize Participant Import 5. Map the imported data. 6. Click the Save button.