Curtains offers you the capability of sharing balance and transaction details with your web site. Under some instances we allow direct querying of the system databases. A common approach is to export the records into text files or a database, from the Basic Data output tab. Check to export balances and or transactions. For transactions you can specify the quantity of transactions to be exported (max 10). The output is restricted to members who have been assigned a PIN. PIN's can be recorded within the Website Manager part of this program or within the password setup of member enquiry.
The options under the Live Update tab, is an area under development. In June when we acquired a web development company, we hope to take the web site export to a higher level, by uploading data from Curtains directly into the web site.
If your website gives your members the option to make a payment request transfer, under this tab is where you would upload your file. Use the to browse for your downloaded file. Once this has been located click on the button to import your file. Once the file has been uploaded an automatic share withdrawal will be created, this can be viewed within member enquiry. An exceptions report is generated if the request has been actioned against an account the member does not have, or if that member has insufficient funds available to make a payment.
N.B. Once your file has been uploaded, remember to log back into the website manager and click on the "update" button so that the requests are not downloaded again in the future.
Website manager is one of the areas where you can allocate member's with PIN's. This can be manually entered (perhaps if your web site generates the number) or allow Curtains to generate the PIN. You can produce letters or emails for the member, notifying them of their PIN.
For a detailed specification of the text file and database structure, please contact the office and request {PDS - Website interface}