Difference between revisions of "Customer Import for Credit Card"
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'''1.''' Click ‘'Generate CC CSV'’ to create an Excel spreadsheet. Name the file and choose a location to save. | '''1.''' Click ‘'Generate CC CSV'’ to create an Excel spreadsheet. Name the file and choose a location to save. | ||
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'''3.''' Enter all requested customer information and save the file. | '''3.''' Enter all requested customer information and save the file. | ||
| − | + | *Payment Type should be written as Visa, MasterCard, American Express, Discover, JCB, or Diners Club | |
| − | + | *Credit Card needs to appear as entire 15 or 16 digit value. If Excel changes the format of the number, try placing an (‘) in the front of the value. | |
| − | + | *Exp Month should be written as MM | |
| − | + | *Exp Year should be written as YYYY | |
'''4.''' To upload, click ''Import CC Info’'. A dialogue screen will appear with the import results. | '''4.''' To upload, click ''Import CC Info’'. A dialogue screen will appear with the import results. | ||
Latest revision as of 13:48, 28 August 2012
1. Click ‘'Generate CC CSV'’ to create an Excel spreadsheet. Name the file and choose a location to save.
2. Open the file. The spreadsheet will consists of columns for Customer Name, Payment Method, CC No, Exp Month, Exp Year, Name on Card, Address, and Zip.
3. Enter all requested customer information and save the file.
- Payment Type should be written as Visa, MasterCard, American Express, Discover, JCB, or Diners Club
- Credit Card needs to appear as entire 15 or 16 digit value. If Excel changes the format of the number, try placing an (‘) in the front of the value.
- Exp Month should be written as MM
- Exp Year should be written as YYYY
4. To upload, click Import CC Info’'. A dialogue screen will appear with the import results.
