Lockbox files
Payment files arrive by SFTP in CSV or XML and need checking before they post.
Utility billingSolution
Payments in. Exports out.
No spreadsheet in between.
Load lockbox and bank payment files into the billing database, send billing exports where they need to go, and follow up with customers who missed their place in line.
This solution
Utility billing
StartsOn a schedule · Weekdays at 6 am
SystemsSFTP server, Microsoft SQL Server, SentraQueue, Twilio SMS…
Templates3 ready-made flows to start from3
Stored recordsNone: pass-through, in memory only0
Preview any template on your own data before it writes anything.
§ The problem
What it looks like today.
Exports for vendors
The bill print vendor wants a file every night in their format.
The counter line
Customers called at the counter who didn't show need a way back in.
§ How it works
How it works: Utility billing
- 01Read payment filesCSV or XML from SFTP
- 02Check rowsAccount, amount, date
- 03Post to billingInsert or upsert
- 04ExportFiles to vendors over SFTP
§ 01 / Payments
Checked before they post.
Payment files are read from SFTP, cleaned and checked row by row, loaded into the billing database, and archived. Rows that fail go to finance by email.
- XML record element for lockbox formats
- Value maps for fund or payment codes
- Archive or delete after a good run
§ 02 / The lobby
Missed your turn? Here's a link.
Every hour, visitors SentraQueue called who didn't show get an email with a link to rejoin the line.
- Only visitors with an email
- Runs hourly
- No visitor data kept by SentraBridge
§ Templates
Ready-made flows for this.
SFTP server → PostgreSQL / PostGIS
Load the bank's daily payment file into the city database
Every morning, reads new payment CSV files from the bank's SFTP folder, cleans and checks them, loads them into a database table, and archives the…
SentraQueueFollow up with SentraQueue no-shows
Every hour, emails visitors who were called but didn't show, with a link to rejoin the line.
Sentra 311 → SFTP serverNightly 311 export as a CSV file on SFTP
Every night, writes yesterday's changed Sentra 311 requests to a dated CSV file in an SFTP folder for another system to pick up.
§ Systems
Works with
Pre-built connectors used in this solution. Anything else with an API, a database or SFTP works too.
SentraQueueSee your own systems connected.
We'll set up a workspace with your systems in a sandbox and build your first flow with you.