For Drive to install and run, it requires a special non-interactive user account (i.e. one that does not log in to the user interface) to be created. Drive will use this account to authenticate with Autopay Online Plus. See the section Creating a user for more details.

Drive also requires that a suitably configured payment profile is available, with which the payments will be associated. See the section Payment and collection profiles for more details.

Creating a user

A Drive user is broadly the same as any other user who would upload payments and collection files (particularly the associated role). The exception is that they should be created selecting the System user option on the New user screen.

Ensure that an email account is available to receive the registration email for the new user being created.
Log in to Autopay Online Plus as an administrator.
From the User tab, click New user.
Complete the required fields as for a standard user with the following exceptions:
- Select the System user option - this creates a noninteractive user with a non-expiring password.
  Note: Do not select Administrator.
- Two-Step verification is not required.
- Select a role appropriate to managing the payment profile used for the upload (see Configuring a payment profile).

Payment and collection profiles

Drive upload is enabled by configuring the payment or collection profile appropriately on the File import tab. A number of Drive options are available, such as specifying the location from where Drive will pick the files (the ‘watch folder’) and whether files are transmitted encrypted or not.

Any changes are effective from the next auto-refresh (as defined by the Polling Interval above), or when Drive is restarted.

Drive is configured on profiles with a data entry method of File import only.

Any Bacs reports associated with a collection profile are downloadable via the payment profile (which is specified as part of the collection profile configuration).

Configuring a payment profile

Log in to Autopay Online Plus as an administrator.
Navigate to the Settings menu, and select Payment profiles.

Access the payment profile and select the File Import tab.
If the data entry type is Manual entry, this profile is not suitable for Drive upload – amend the data entry type to File import, or create a new profile.
When the File import option is selected, the following fields are made available:

When the Allow imports from Drive option is selected, the following extra fields are made available:

If Watch folder pattern is specified, Drive will start watching that folder for files which it will then try to upload.
- If the Watch folder pattern is left blank, a folder will be created within the Drive install directory with a name as a ‘slug’ of the payment profile name.
- If you specify an absolute or relative path in the Watch folder pattern, ensure that the folder path is valid on the PC or VM where Drive is running and the folder is already created.
- If Drive is running as a Windows Service, the Service ‘Log on as’ account will also require the relevant permissions (read/write) to the path.
By choosing Delete local files upon successful upload, Drive will delete the files after successfully uploading them. If this option is not specified, then after successful upload the files will be moved into the uploaded folder within the watch folder or as specified in the Archive folder in the settings.xml file.
Enabling the Automatically download Bacs Messages option will allow Drive to automatically retrieve Bacs messages. See the section Downloading Bacs reports.

Configuring a collection profile

Log in to Autopay Online Plus as an administrator.
Navigate to the Settings menu, and select Collection profiles.
Access the collection profile and select the File Import tab.
When the File import option is selected, the following fields are made available:

When the Allow imports from Drive option is selected, the following extra fields are made available:

If Watch folder pattern is specified, Drive will start watching that folder for files which it will then try to upload.
- If Watch folder pattern is left blank, a folder will be created within the Drive install directory with a name as a ‘slug’ of the payment profile name.
- If you specify an absolute or relative path in the Watch folder pattern, ensure that the folder path is valid on the PC or VM where Drive is running and the folder is already created.
- If Drive is running as a Windows Service, the Service ‘Log on as’ account will also require the relevant permissions (read/write) to the path.
If Delete local files upon successful upload is selected, Drive will delete the files after successfully uploading them. If this option is not specified, then after successful upload the files will be moved into the uploaded folder within the watch folder or as specified in the Archive folder in the settings.xml file.
If Enable encrypted file import is selected, Drive will import encrypted files into Autopay Online Plus.