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