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How-to: Import a Customer File (for recovery items) (Merchant Portal)

Procedure

  • Log in

  • Access the Recovery Section

    • Navigate to the Main Menu and select Recovery.

  • Navigate to Import Files

    • Click the Import Files option.

  • Upload the File

    • Click Upload File button.

  • Select the Record Type

    • Select Customer as the record type that you are uploading.

  • (Optional) Select the Field Mapping Configuration

    • Select the Field Mapping Configuration that you are using. This is only necessary if you had a need to map fields from your system to our system.

  • Select the File

    • Click Browse Files or drag and drop the file you want to upload.

  • Confirm Upload

    • Click the Upload button once the file is selected.

  • Complete the Process

    • Click Done after the upload is complete.

  • Close the Upload Window

    • Click the Close button to exit the upload interface.

  • Review the Status

    • Check the Status column:

      • Processed means the file successfully created one or more payments.

      • Failed indicates an issue with processing; download the response file for more details.

  • Check the Results

    • Review the Results column to see the number of payments created.

  • (Optional) Download the Response File
    Tip: If the file failed or not all records were successfully created, download the Response File for detailed information.

    • Click Actions and then select Download Response File to view line-by-line results and any error messages.

File Upload Formats

Our system accepts files in .xls, .xlsx, and .csv formats.

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