Import Customers
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Use the Import Customers page to import a list of Customers, in .csv or .txt file formats.

If you are not already signed up for this feature, please contact your Merchant Service Provider or PayTrace Support at moc.ecarTyaP|troppuS#moc.ecarTyaP|troppuS.

How to Use This Page

  1. Select either Comma delimited or Tab delimited for Data Delimiter. The file that is being uploaded must be in one of these formats.
  2. If the column positions in your file match the order of the Data Values listed, leave the Data Values in the order listed. If the column positions in your file are in a different order, change the Data Values to match the order in your file.
  3. Click the Choose File button.
  4. Navigate to and select your file.
  5. Click the Open button.
  6. Click the Upload button.

Detailed Help

Links

Download the default customer import template
To download a customer template in .csv format to use to upload customers CLICK HERE.
View the customer import data definitions
To View a .pdf file that lists the data definitions for each field CLICK HERE.

Data Definitions

Name Description Format Length Required
Customer_ID Unique identifier for this customer. Each customer must have their own unique ID. Alpha-numeric 1-25 YES
Customer_Password Password that customer uses to log in to customer profile in shopping cart. Only required if you are using the PayTrace shopping cart. Alpha-numeric 1 6-25 YES 2
Billing_Name Name that appears on the credit card. Alphabetic 1-50 YES
Billing_Address Address that the credit card statement is delivered to. Alpha-Numeric 1-50 NO
Billing_Address_2 Second line of the address the credit card statement is delivered to. Alpha-Numeric 1-50 NO
Billing_City City to which the credit card statement is delivered. Alphabetic 1-50 NO
Billing_State The state to which the credit card statement is delivered. Alphabetic 2 NO
Billing_Zip The ZIP Code to which the credit card statement is delivered. Numeric 5, 9 NO
Shipping_Name Name of the person to which the product will be delivered. Alphabetic 1-50 NO
Shipping_Address The Address to which the product will be delivered. Alpha-numeric 1-50 NO
Shipping_Address_2 Second line of the Address to which the product will be delivered. Alpha-numeric 1-50 NO
Shipping_City City to which the product will be delivered. Alphabetic 1-50 NO
Shipping_County County to which the product will be delivered. Alphabetic 1-50 NO
Shipping_State The state to which the product will be delivered. Alphabetic 2 NO
Shipping_ZIP ZIP Code to which the product will be delivered. Numeric 5, 9 NO
Phone Customer's phone number (i.e., (555)555-5555, 555-555-5555, or 5555555555). Alpha-numeric 10, 12, 13 NO
Fax Customer's fax number (i.e., (555)555-5555, 555-555-5555, or 5555555555). Alpha-numeric 10, 12, 13 NO
Email Customer's email address to where the sales receipt may be sent. Alpha-numeric 7-50 YES
Credit_Card_Number Customer's credit card number must be a valid credit card number that your PayTrace account is set up to accept. Numeric 15, 16 YES
Expiration_Month Expiration month must be the two-digit month of the credit card's expiration date. Numeric 2 YES
Expiration_Year Expiration year must be the two-digit year of the credit card's expiration date. Numeric 2 YES
Customer_Field1 Value of the first customer discretionary data type. ? ? ?
Customer_Field2 Value of the second customer discretionary data type. ? ? ?
Customer_Field3 Value of the third customer discretionary data type. ? ? ?
Customer_Field4 Value of the fourth customer discretionary data type. ? ? ?

1 Passwords must contain a mix of letters and numbers
2 At least one uppercase and one lowercase letter is required
3 Passwords must be at least 8 characters.

Other Information

Comma Delimited file
Comma Delimited definition Wikipedia Definition of Comma Delimited
Tab Delimited file
Tab Delimited definition Wikipedia Definition of Tab Delimited