Secure Payments Payment Profile Import

General

From time to time, you may have a large batch of payment profiles that you want to enter into Secure Payments (formerly PCI Wallet). You can do this more easily by using the Secure Payments import. In order to maintain PCI compliance, payment profile data should only be inputted or uploaded directly to Secure Payments. For this reason, there is no payment profile import in LoanPro.

Note: When you import bank accounts into Secure Payments, the import does not validate the routing numbers, it simply checks to make sure they are 9 digits long.

Creating the Import File

The easiest way to create an import file is to use the template file we provide. To download the template file, click .

This should bring up a window. There are tabs at the top that give instructions and let you choose to download a sample file for checking accounts or bank cards.

The first row of the sample file includes the available headers. The second row contains example information for all the required fields. The available fields for the bank account upload are:

  • profile_id
  • account number
  • routing number
  • eft branch number (EFT only) – This is only for Canadian bank accounts
  • eft institution number (EFT only) – This is only for Canadian bank accounts
  • bank name
  • accountholder name
  • address – This is the address the account holder has on file with the bank
  • city
  • 2 letter state code – This will be a two-letter province code for Canadian accounts
  • zipcode – This will be a postal code for Canadian accounts
  • 3 letter country code

The available fields for the credit/debit card upload are:

  • profile_id
  • cardholder name
  • expiration date (MMYYYY)
  • card number
  • address – This is the address the account holder has on file with the bank
  • city
  • 2 letter state code – This will be a two-letter province code for Canadian accounts
  • zipcode – This will be a postal code for Canadian accounts
  • 3 letter country code

Each row in the file represents one payment profile. Once you have entered the information for the payment profiles you want to import, save the file.

Multi-Factor Authentication

Note: This step will require a smart phone and an app for the phone. If you don’t have a multi-factor authentication app, we recommend using Authenticator by Google. 

Because Secure Payments is PCI compliant, if you are importing credit/debit card data, you will need to use multi-factor authentication. Secure Payments will walk you through the setup. When you click  you will first be asked to enter your Secure Payments username and password.

These fields should be auto-filled for you. Click . Now you will be shown a QR code that you can scan to add Secure Payments to your current multi-factor authentication app.

Once you scan the QR code, Secure Payments will be added to your authenticator app. Enter the code from your app and click . Now you will be able to finish your upload.

Import the File

If you haven’t already, click .

First choose whether the file you are uploading contains bank account or credit/debit cards from the “File type” drop-down. Now drag and drop the file in the drop zone, or click the drop zone to find the file on your computer. Here you may also specify who will be notified when the import is validated and completed using the "Notification Email Address" field. 

If you select "Address on account" the notification email will be sent to the email associated with your Secure Payments account. If you select "Custom" another field will appear where you may enter the email address where you would like to receive the notifications. Once you have specified the upload file, enter the MFA code generated from your multi-factor authentication app then click .

When you finish your upload, you should get a window telling you the upload was successful. Click .

You should now see your upload in the list of uploads.

If there are any errors in your file, the Verified column of the list will say No next to your file. You will also receive an email notifying you that the import validation failed. This email will contain a file with a list of all errors in your import file. You may also download this error file by selecting    next to your import file in the Verify File column. If your file contains errors, you may fix the errors and download the file again. If the file is error free, Click  to upload it. Your import is now complete.


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