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.

Uploading a Batch

Step 1: Initiate

From the Upload Manager homepage, click 'Upload Batch' located on the top right hand side of the page.

Upload Manager

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 “CCNum” column to text before entering numbers. Switching the format after entering card numbers could corrupt the numbers.

Upload Manager

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. Select the field descriptor that best describes the data in that column.

Upload Manager

Click 'Next' to continue to the next step and click 'Prev' to return to previous step.

Step 4: Verify

Verify the columns are tapped to the correct field.

Upload Manager

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, showing the number of imported transactions, skipped transactions, and remaining transactions.

Upload Manager

Click 'Close' to be directed to the Upload Manager homepage.

Home Page

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.

Upload Manager

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.

Upload Manager

 

For inquiries contact us at (720) 277-0648