The Batch Uploader allows you to upload files in comma or tab delimited formats and submit them to the gateway for processing. This feature is useful for merchants who prefer to process all of their transactions at once instead of one at a time.
The Batch Uploader supports two file formats for upload, comma and tab delimited. If you are using Microsoft Access or Microsoft Excel, save your transactions file/database as a CSV or comma delimited file. If you are using Microsoft Word or a similar text based program, save your file as a tab delimited text file. Developers using SQL or Oracle databases are also able to export your files in either of these formats.
Along with basic fields such as the customer's name and credit card information, the uploader also supports all of the fields that are generally allowed by the gateway. For a complete list of all allowed fields, please refer to the CGI Variable and Form Fields table on the Gateway API support page.
Please note: All fields included in the file to be uploaded must be in the API specified format. For example, credit card numbers must contain only numeric digits with no spaces or dashes between the numbers and the expiration date must be entered in MMYY format. Any required formats are explained in the CGI Variable and Form Fields table referenced above.
The first time you upload a file, you will be required to map the data, by assigning the appropriate heading to each column allowing the system to accurately read and process the data. (See image of this process above.) Once you have completed this process for the first time, you can save the map as an import filter for use with future files, and it will not be necessary to go through the mapping process again. There is no particular order in which your fields or columns must be organized, but once you save your map, you must duplicate the order of the fields/columns in future files or the data may be misread by the system. You can also create more than one map to be saved for use with different file types and/or differently ordered data.
Once the mapping is complete, the system will ask you to review the upload one last time. It will list the file format, the file size (in KB), the number of transactions to be processed, total number of columns, and number of errors (if any). Double check that the information is correct and complete your upload.
An error may be something as simple as an empty field, or an incorrect file type.
Below are examples of each file type, comma and tab delimited. These files do not contain all of the fields accepted by the system, they are intended only as samples to assist you in getting a feel for the batch uploader. Click on the file you would like to try, then go to File and select Save As to save the file to your hard drive and enter it in the batch uploader.
Once your batch as been successfully uploaded, and the transactions have been processed, you can view all of the approved transactions in your current open batch in the Batch Manager where they will be awaiting settlement. Transactions that resulted in error or were declined can be views in the uploaded file report in the Upload Manager or the Reports section of your Merchant Console.
Uploading checks to the merchant console is a simple process. This section will give you step by step instructions on how to upload a batch containing checks. For simplicity's sake, the sample batch contains checks only, but you can upload checks and credit cards together as long as you specify the command for each transaction. Checks will have the command of check:sale as per the transactionAPI.