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

Procedure

Log in
- Log into the reporting website with your user credentials.
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.

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