How-to: Import a Recovery File (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 Recovery File

  • Click Upload File button.

• Select the Record Type

  • Select Recovery Item Batch 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 .zip, .pdf, .ach, .x937, .x9, .937, .dat, and .icl formats.