Card Connect Importer
The CardConnect Import Tool allows you to bring existing vaulted CardConnect card information into the system. The tool takes CardConnect CSV exports with tokenized credit card and ach account information and converts them into a new csv file that can be used on our Payment Tender Import.
Start by going to Settings > Data Import/Export > Card Connect Import Tool. Any users with the permission ‘Data Import/Export’ will have access to this page.
On the import tool page, upload your CardConnect file, and click convert.
Note
If you will be using Excel to edit your CardConnect csv prior to conversion, make sure to set the MerchID, Token, and ProfileID columns to the ‘TEXT’ format in Excel. If not set to TEXT, then the numbers will be converted to numbers like 1.84397E+19, for example, which cannot be validated using the CardConnect Import Tool.
Once the file has been converted, a zip will download which will contain the converted csv to use for the Payment Tender Import, and a csv showing errors, if there are any.
How the conversion works:
For each record from the CardConnect file, the system will try to find a match with a contact in your system. It will first attempt to find a match based on email address. If it cannot match by email, then it will try to find a match based on contact name.
If it cannot find a match based on email address or name, then the converted csv will keep the data from the original file, and you will see a message in the error csv that a match could not be found for that record:
If there are any duplicate emails or names, then the system will add the record to the first (earliest created) active contact it can find.
The converted csv will use the contact’s Ad Orbit ID.
If the matched contact is associated with a company, then the company’s Ad Orbit ID will also be added to the converted csv.
The converter will change the credit card expiration date into a format our system can understand.
Ex: the expiration date will change from 0322 to 03/01/2022
The tool will interpret the token field on the CardConnect csv to determine the type (credit or ach), and the last four digits of the credit card or ach account number.
Note
For ach accounts, the routing number will not be imported. There is the option to edit the routing number after imported, if necessary.
Lastly, it will validate that the merchant ID present in the CardConnect csv is set up in your system, either in your internal configurations, or on a bank account. If it cannot find the Merchant ID, you will see the following error:
You can use the error messages to make any corrections in your system, if necessary, before importing the converted file. For example, you may need to update contact email addresses, or make sure your Bank Accounts are set up with the correct CardConnect Merchant ID.
Now that you have a converted csv, navigate to Settings > Data Import/Export > Import Data, and choose the Payment Tender Importer.
Choose the csv file that you just created by using the CardConnect Import Tool and proceed with the import process like normal. Make sure to map the fields correctly and test the import before importing the data into your system.
Once the file has been imported, you will see new entries on your contacts in either their ACH Account Details or Credit Card Account Details, depending on the type of record. If there is a company associated with the contact, then the information will show up on the company’s record as well.
Note
Merchant ID Matching: If you have Bank Accounts set up in your system with different merchant ID’s – for example if you have multiple CardConnect Accounts, or if you use different payment processors for different publishers – then you also need to consider Merchant ID matching. What this means, is that the company in the system must be associated with a publisher that uses the same Merchant ID as the one you are using on your imports. If it uses a different Merchant ID, then you will see an error when you try to import the file.