Importing payment cards

Introduction

The payment card import function allows administrators to upload payment card information in bulk, making it easy to set up multiple users without having to edit each one individually. This tool improves the administrator's autonomy, optimizing the time spent configuring the environments.

What do I need to have to use this function?

• Module Required: To access this function the reconciliation module must be active in the environment.
• File Format: Only files in CSV format are allowed. A pre-formatted template can be downloaded from the administrator's user settings page.

Structure of the File Uploaded

The file must meet some requirements to be uploaded to Captio:

• The file format must be CSV, and must have the following structure: 

Note: The headers of the columns are fixed. A file that does not have the same name as the columns, as shown in the previous description, will not work, and all of them must be present. In addition, all the fields must be filled. To facilitate this, from the same user configuration page, the administrator can download a template of the file, which can be filled in and used to import the cards.

File Validations During Upload

At the time of file upload, the system can detect formatting or structure errors in the document. Here are some examples:

• The file did not pass the antivirus scan.
• The file is not in CSV format.
• The columns in the file do not match the expected structure.
• The file headers do not match what is expected.
• One or more rows are incorrectly formatted.
• The file is larger than the 1 MB limit.
• The file contains more than 1,000 rows.
• The file is not valid for processing.

Upload Process

1. Access to the Function.
   • Navigate to the Users tab in the admin interface.
   • Click the "Import Cards" button.
2. Downloading the Template:
   • Select the Download template option to get a preformatted CSV file.
3. Fill in the Template:
   • Open the downloaded CSV file and fill in the data in the columns following the instructions mentioned in this document.
4. Upload the File:
   • Return to the Import Cards section.
   • Click on Import Data from Template.
   • Select the CSV file with the completed data and upload it.
5. Processing and Confirmation:
   • Captio will process the file and send an email to the administrator with the details of the upload, including the data processed correctly, and any errors detected.

Management of Imported Cards

Once uploaded, the cards will be available in the profile of the assigned users. The administrator can review and manage these cards by accessing each user's profile directly.

Card Import Result

Once Captio has finished processing the cards file, the system sends an email to the administrator informing him/her of the result. In this email we can find a message indicating that all the cards have been processed correctly, or that there were errors in the uploading. The errors can be:

Payment method not found

Payment method identifier not found

This card number is already assigned to the username

Username does not exist