Upload Customers

You can use the Import Customers function to upload groups of customer data for entry into your customer database either as recurring billing customers, or for reference in future transactions.

The first step in importing your customers is to select the file you would like to import. It is recommended that you use a comma separated text format for importing. If you have already setup an import filter you can save time by selecting it from the list below.

Please note, if you are using Excel to create your batch field, make sure to set the cell format of the ccnum (credit card number) and expiration date columns to text before entering numbers. Switching the format after entering card numbers could corrupt the numbers.

Step One: Choose File

The first step in importing a group of customers is to click on the Browse button and select the file you would like to upload. Make sure that the file is in either comma or tab delimited format.

The file you have selected will appear in the File to Upload field. You must then select an Import Filter from the drop down menu. If this is the first time you have uploaded a file, the only option will be "New Import." If you have previously imported customer batches, other options will be available to you. But, if you have changed the order in which the data was entered, or if you do not remember the order, select "New Import" to ensure that your data is mapped and entered into the database correctly.

Once you have chosen the file and selected the filter you would like to use, click "Continue" to proceed with your upload.

Step Two: Map Fields

The next step is to map the fields of your data. If you entered column headings when you created the file, the system will assume the headings as the field names for each column. If it does not understand what you intended the field name to be, it will leave it blank. Be sure to check all of your fields before continuing, even if you think you titled them all correctly.

To select a field name for each column, click on the drop down menu above each one as shown below.

Available fields for customer imports are as follows:

Field	Description
Source	source through which future recurring billing transactions will be run
Customer ID	merchant assigned customer identification number
Company	name of company
First Name	customer's first name
Last Name	customer's last name
Address	customer's billing address line 1
Address 2	customer's billing address line 2
City	customer's billing city
State	customer's billing state
Zip	customer's billing zip code
Country	customer's country
Phone	customer's primary telephone contact number
Fax	customer's fax number
Email	customer's email address - to be used when emailing receipts for one time or recurring billing transactions
URL	customer's URL - for use with URL targeting fraud prevention modules, see the fraud settings for more information
Notes	notes to be included in customer record
Receipt Note	note to be included in emailed receipt(s)
Recurring Billing
Schedule	recurring billing schedule (if any)
Numleft	number of payments remaining in customer's current recurring billing cycle
Enabled	customer's recurring billing status
Start Date	date on which recurring billing cycle should begin
Next Date	date of next scheduled transaction in recurring billing cycle
Amount	amount of each recurring billing payment
User	name of the user processing the recurring billing transactions
Order ID	merchant assigned order identification number
Description	description of the goods or services being purchased
Credit Cards
Card Number	customer's full credit card number
Expiration	credit card expiration date, entered in MMYY format
Checks
Check Number	check number (if any)
Routing Number	customer's service bank routing number
Account Number	customer's checking or savings account number
Social Security #	customer's nine digit social security number
Driver's License #	customer's driver's license number
Driver's License State	customer's driver's license state of issue

Step Three: Confirm Import

When you have completed the field mapping process, you will be asked to confirm your customer import, and informed whether the file contains errors.

The confirm import screen will confirm the number of customer records being entered, the number of columns included, and the file size and type. Once you have confirmed that all the information is correct, click the "Finish Upload" button at the bottom of the box.

You will then be taken to this screen

which will confirm that your file has been successfully imported and provides space to name and save the map of your imported file. This is useful if you will be entering many other files with data in the same order. If you decide to upload a new file later, with a different data order, you can always create a new import filter. Or you can then follow the links below the save file field to return to your customer database or to import another file.

If you save your filter map settings, you will be taken to one last confirmation screen:

Troubleshooting

• Make sure that each customer record includes payment information. Customer records without credit card or check data will not be uploaded correctly.
• If you created your file in Microsoft Excel, be sure to format the credit card number and expiration date columns as text before entering the numbers. Failure to do so can result in corrupt credit card numbers.
• To make your upload as smooth as possible, use the same field headings in your file as you will use when mapping your data, the system will automatically synchronize your field headings with those entered in the original file. Just be sure to double check for accuracy before saving the file for import.