Batch Processing

Introduction

With the Batch Upload function, .XLS, .TXT or .CSV files can be uploaded for processing. These files can contain a mixture of transaction types within the files itself including sales, credits which would be the commission payments, credit card and ACH Charges. The file template can be saved for subsequent processing. The individual transaction details are displayed in the below examples to provide the invoice/commission recipient with reconcilable line details.

Invoice

File Sample

Commission Payment

File Sample

Step 1.

• Click BATCH UPLOAD

from the MAIN MENU.

Step 2.

• Click CHOOSE FILE to

select the file that you wish to upload. Merchant can create a .CSV, .XLS or .TXT transaction file to upload for processing. When creating this file, transactions can be mixed (i.e. Auth, credit, sale, etc.).

Step 3.

• Select FORMAT. Two

options available. (1) Auto Detect File Format will intelligently read the information within the file, allowing the user to confirm the type of information in that respective field. (2) Use Selected Format.

Step 4.

• After browsing and

selecting the file, click UPLOAD BATCH to start uploading.

Step 5.

• Auto Detect determines

the field names based off the uploaded file. Fields with red asterisks are required fields as set by the Affiliate.

Step 6.

• Select the drop down

box and select the appropriate header. If the field is not required, select "Ignore this Field".

Step 7.

• Click NEXT to complete

the batch upload. Note you have the option to SAVE this format for subsequent processing.

Step 8.

• Upon completion of

the Batch processing, the complete batch file can be viewed by clicking the BLUE BATCH NAME.

Step 1.

• Select the CONFIGURE

FORMATS icon from the top menu in the Batch Upload feature.

Step 2.

• Click ADD

BATCH FORMAT.

Step 3.

• Configure the settings

for a new file format. Fields with red asterisks are required fields as set by the Affiliate.

Step 4.

• Click SAVE to complete

after filling out all necessary fields.

Step 5.

• File format has been

successfully added.

Step 6.

• New file format is listed

under the Batch Upload File Formats menu. Options to View, Edit, Delete or Make Default are available. Click VIEW to see the configuration.

Step 7.

• From the view menu,

the merchant also has the option to edit the file format. Click EDIT to access that file format's configuration menu.