Upload Manager
The Upload Manager allows you to upload a batch of transactions and displays all of your previously uploaded credit card and check transactions.
From the Upload Manager page, you can do the following:
- View the upload status of the batch
- View the uploaded transaction and the remaining transactions to be uploaded from the batch.
- Check the amount of Approved, Declined, and Errors from the uploaded batch.
- Select any of the batches to view, view the upload status, review, email, import to your billing database, block a card, do a quick sale, and issue a quick refund for each transaction.
To view your uploaded or uploading batches, click 'Select Date'.
You can view all your Pending Batches, Running Batches, Paused Batches, Completed Batches, a batch from a specific date, and batches from a specific date range.
Batch Template
These files includes basic information for uploading Credit Card and ACH transactions. The file your uploading must be in .csv format.
The fields below give a description of the fields outlined in the sample files above as well other accepted fields. The "Required" column denotes if the field is required for ACH transactions, Credit Card(CC) transactions, or Both. If the "Required" column is blank then the field is not required for batch uploads.
| Field Name | Required | Description |
|---|---|---|
| Command | Both | Commands for CC are: cc:sale- credit card sale , cc:authonly - credit card authorization, cc:postauth - credit card postauth, cc:capture - credit card capture authorization, cc:credit- credit card refund, and quickcredit - credit card connected refund. Commands for ACH are: check:sale- ACH sale, check:credit- ACH refund. If left blank, this defaults to sale. |
| AuthCode | The authorization code provided by the customer's issuing bank when a previous transaction receives an error code indicating the transaction requires voice authorization. Only required if you use the cc:postauth command. |
|
| RefNum | This is a transactions reference number, also known as a Transaction ID. Only required when using the quickcredit or the cc:capture commands. |
|
| Invoice | Both | Unique Invoice or order number. Up to 25 digits. |
| Cardholder | Both | Cardholder or account holder name. |
| Amount | Both | Total amount after tax has been added. |
| Tax | Amount of the total that is tax. This is for reference only and will not be added to the amount. |
|
| Description | Brief description of goods or services purchased in transaction. | |
| Comments | Optional transaction comments field. Comments are displayed on the transaction details page. | |
| PO Number | Purchase Order number. Only required for corporate purchasing cards. | |
| Order ID | Merchant assigned order number, used for your records. | |
| Customer ID | An ID that the merchant assigns to each customer. Can contain letters and numbers. | |
| CustRefNum | A unique customer number assigned by the gateway. If you are updating customer information, this is required. | |
| Card Number | CC | Customer's card number. |
| Expiration | CC | The expiration date for the card. Accepted formats include: MMYY, MMYYYY, MM/YY, MM/YYYY. |
| AVS Street | The billing street for the card. If you have implemented the AVS Response Fraud Module, this is the address we verify with the bank. Click here for AVS response codes. | |
| AVS Zip | The billing zip for the card. If you have implemented the AVS Response Fraud Module, this is the zip code we verify with the bank. Click here for AVS response codes. | |
| CVC/CVV2 | 3 or 4 digit codes printed or embossed on Visa, Mastercard, American Express and Discover cards. If you have implemented the Card ID Checker Fraud Module this is the number we verify with the bank. Click here for CVC/CVV2 response codes. | |
| Check Number | If given a physical check, this is the check number the bank provides. | |
| Routing Number | ACH | Customer's routing number (9 digits). |
| Account Number | ACH | Customer's bank account number. |
| Drivers License # | Drivers license number used to verify customer's identity. | |
| Drivers License State | The state that issued the above drivers license (also for identification purposes). | |
| ACH Format | The ACH format. Click here for more information on ACH formats. | |
| Account Type | Categorizes the customer's bank account as either checking or savings. |
|
| Billing Company | The customer's billing company name (not required if a First AND Last Name are included). | |
| Billing First Name | Customer's billing first name. | |
| Billing Last Name | Customer's billing last name (not required if Company is included). | |
| Billing Street | Customer's billing street address. | |
| Billing Street 2 | Second line for customer's billing address. Can contain Apt or Suite number. | |
| Billing City | Customer's billing city. | |
| Billing State | Customer's billing state. | |
| Billing Zip | Customer's billing zip. | |
| Billing Country | Customer's billing country. | |
| Billing Phone | Customer's billing phone number. | |
| Shipping Company | The customer's shipping company name. | |
| Shipping First Name | Customer's shipping first name (not required if Company is included). | |
| Shipping Last Name | Customer's shipping last name (not required if Company is included). | |
| Shipping Street | Customer's shipping street address. | |
| Shipping Street2 | Second line for customer's shipping address. Can contain Apt or Suite number. | |
| Shipping City | Customer's shipping city. | |
| Shipping State | Customer's shipping state. | |
| Shipping Zip | Customer's shipping zip. | |
| Shipping Country | Customer's shipping country. | |
| Shipping Phone | Customer's shipping phone number. | |
| Customer's email address. |
Uploading a Batch
Step 1: Initiate
From the Upload Manager homepage, click 'Upload Batch' located on the top right hand side of the page.
Step 2: Choose the File
Select the file to import or drag and drop the file(s) into the drag & drop window. It is recommended that you use a Comma Separated Text format for importing.
Please Note: If you are using Excel to create your batch field, make sure to set the cell format of the Card Number column to text before entering numbers. Switching the format after entering card numbers could corrupt the numbers.
Click 'Next' to continue to the next step.
Step 3: Map Fields
Click on the 'Select Field' drop down to match fields for each column. Once you have chosen the field, click the "Edit" button to the right of the dropdown to confirm the selection. Select the field descriptor that best describes the data in that column.
Click 'Next' to continue to the next step and click 'Prev' to return to previous step.
Step 4: Verify
Verify that the columns are saved to the correct field. This step will also show you what commands were detected and how many of each will be uploaded.
You also will receive validation errors due to certain values that are missing or formatted incorrectly. You will be informed which row or rows that are affected. It is recommended you fix these errors in your file before you finish uploading the file, as this may cause transactions to error, decline or not upload the record. Once you have fixed all errors, return to Step 1 and follow all steps thereafter.
Below is an example of a validation error:
Click 'Next' to continue to the next step and click 'Prev' to return to previous step.
Step 5: Process
Your batch upload will process once you click 'Next' . The pop up page will display if your batch is uploaded successfully.
Click 'Close' to be directed to the Upload Manager homepage.