Batch Upload
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The PayTrace Batch Upload page enables you to upload files containing many transactions to process.

There are two ways to use this page: The Transaction Import Template and Abbreviated Import Template.

Transaction Import Template

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

Abbreviated Import Template

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

Detailed Help

Links

Download the default transaction import template
To download a default template to use in the Batch Upload process CLICK HERE.
View the abbreviated transaction import data definitions
To download and View the data definitions (also shown below) for each field CLICK HERE.

The Full File Format

Use this table to prepare and format your default transaction CSV (Comma Separate Values) file for import into your PayTrace transaction database. Contact moc.ecartyap|troppus#moc.ecartyap|troppus with questions or concerns.

Name Description Format Length Required
Transaction_Type Must be one of the following transaction types: Sale, Authorization, Refund, Force. Alphabetic 4, 5, 6, 13 Yes
Amount Dollar amount of the transaction. Must be a positive number. Numeric 1-12 Yes
Customer_ID A valid customer ID of a customer in your customer database. Required field, if credit card number is empty. Alpha-numeric 1-25 Yes1
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, 19 Yes2
Expiration_Month Expiration month must be the two-digit month of the credit card's expiration date. Numeric 2 Yes2
Expiration_Year Expiration year must be the two-digit year of the credit card's expiration date. Numeric 2 Yes2
CSC CSC is the 3- or 4-digit code found on the signature line of the credit card. Note: CSC is found on the front of Amex cards. Numeric 3-4 No
Invoice Invoice is the identifier for this transaction in your accounting or inventory management system. Alpha-numeric 1-5 No
Billing_Name The name that appears on the credit card. Alphabetic 1-50 No
Billing_Address Billing address for the credit card. Alpha-numeric 1-50 No
Billing_Address_2 The second line (as needed) of the Billing address. Alpha-numeric 1-50 No
Billing_City The city of the Billing Address Alphabetic 1-50 No
Billing_State The state of the Billing Address. A 2-character country code may be included by placing a ':' between state and country. For example, 'OR:US' would represent Oregon, USA. Country codes may be found at http://www.iso.org/iso/en/prods-services/iso3166ma/02iso-3166-code-lists/listen1.html Alphabetic 2 No
Billing_ZIP The ZIP Code of the Billing Address. Numeric 5, 9 No
Shipping_Name Name of the person to whom the product will be delivered. Alphabetic 1-50 No
Shipping_Address Address where the product will be delivered. Alpha-numeric 1-50 No
Shipping_Address_2 The second line (as needed) of the Shipping Address. Alpha-numeric 1-50 No
Shipping_City The city to which the product will be delivered. Alphabetic 1-50 No
Shipping_County The county to which the product will be delivered. Alphabetic 1-50 No
Shipping_State The state to which the product will be delivered. A 2-character country code may be included by placing a ':' between state and country. For example, 'OR:US' would represent Oregon, USA. Country codes may be found at http://www.iso.org/iso/en/prods-services/iso3166ma/02iso-3166-code-lists/listen1.html alphabetic 2 No
Shipping_ZIP The ZIP Code to which the product will be delivered. Numeric 5, 9 No
Email_Address The customer's email address, where the receipt will be emailed. Alpha-numeric 7-50 Yes3
Email_Receipt Must be set to 'Y' if a receipt should be emailed to the Email_Address and your email address. Values of 'N' or null indicate no receipt should be emailed. Alphabetic 1 No
Description Optional text describing the transaction, products, customers, or other attributes of the transaction. Alpha-numeric 1-255 No
Approval_Code Approval code for the forced sale is only required and used when Transaction_Type is set to 'Force'. Alpha-numeric 6 Yes4
Customer_Field1 ? ? ?
Customer_Field2 ? ? ?
Customer_Field3 ? ? ?
Customer_Field4 ? ? ?

1 Customer_ID is only required when the transaction will be processed against an existing customer in your customer database.
2 Credit_Card_Number, Expiration_Month, and Expiration_Year are required when Customer_ID is empty or invalid.
3 Email_Address is required when Email_Receipt is set to 'Y'.
4 Approval_Code is only required and used when Transaction_Type is set to 'Force'.

The Abbreviated File Format

Use this table to prepare and format your abbreviated transaction CSV (Comma Separate Values) file for import into your PayTrace transaction database. Contact moc.ecartyap|troppus#moc.ecartyap|troppus with questions or concerns.

Name Description Format Length Required
Transaction_Type Type of transaction must always be set to C1 for Sale, C2 for Authorization, C3 for Refund, or C4 for Forced Sale Alpha-numeric 2 Yes
Database Discretionary value used to describe the origination of the batch of transactions. Please note that, when placing the customer's billing address and zip code in this field, only the numeric portion of the address should be included and the address should be separated from the zip code by an asterisk (*) symbol. For example, 1234*97201 would be an address of 1234 and a zip code of 97201. If the Transaction_Type value is set to C4 as a Forced Sale, the Database value must be set to the six-character approval code. Please note that the billing address and zip code are not applicable to Forced Sales using this upload format. alpha-numeric 1-50 No
Invoice_Customer_Name Both the invoice number and customer name are included in this field. There should be a space between the invoice value and customer name. Alpha-numeric 1-65 No
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, 19 Yes
Expiration_Date Must contain the two-digit month and two-digit year when the card will expire. MMYY Numeric 4 Yes
Amount Transaction amount to be billed to credit card account. Numeric 9 Yes

Other Information

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