Payment Profile Import
LoanPro uses Secure Payments (formerly PCI Wallet) to house payment processing data like credit card and bank account information. Secure Payments provides PCI-DSS compliance, to keep this data secure. Consequently, if you need to import payment profile data for your customers, the import will take place in Secure Payments.
Log In to Secure Payments
To log in to Secure Payments, go to securepayments.loanpro.io. Or, if you're already logged into LoanPro software, click on your user in the top right corner and select Secure Payments from the options.
Navigate to the Import Page
Within Secure Payments, use the navigation bar on the left of the screen and go to Tools > Import.
Prepare The Import File
Clicking the icon brings up this window.
At the top of the information section, you can click either Checking Account, Bank Card or Transaction Update to see information on importing either type of payment profile or status updates. To download a sample file that you can use to build your import, click Download sample file. The sample file will be different depending on whether you are in the checking account or credit card section.
If you downloaded the sample file for a checking account, it will contain the following headers:
- Account Number (account number) – The bank account number
- Routing Number (routing number) – The bank’s ABA routing number
- EFT Branch Number (eft branch number (EFT only)) – For Canadian banks, the branch number
- EFT Institution Number (eft institution number (EFT only)) – For Canadian banks, the bank’s institution number
- Bank Name (bank name) – The name of the bank
- Account Holder Name (accountholder name) – The name of the account holder
- Address (address) – The address for the account holder that is on file with the bank
- City (city) – The city where the account holder’s address is located
- 2-Letter State Code (2 letter state code) – The two-letter code for the state or province where the account holder’s address is located
- ZIP Code (zipcode) – The ZIP or postal code where the account holder’s address is located
- 3-Letter Country Code (3 letter country code) – The three-letter abbreviation for either the US or Canada (i.e. usa, can)
If you chose to download the credit card sample file, the available fields are:
- Card Holder Name (cardholder name) – The name on the card
- Expiration Date (expiration date (MM/YYYY) – The expiration date of the card
- Card Number (card number) – The number of the card (usually 15 or 16 digits)
- Address (address) – The address associated with the card
- City (city) – The city where the card address is located
- 2-Letter State Code (2 letter state code) – The two-letter code for the state or province
- ZIP Code (zipcode) – The ZIP or postal code where the card address is located
- 3-Letter Country Code – The three-letter abbreviation for either the US or Canada (i.e. usa, can)
Enter the information for either the checking account or card into the spreadsheet.
Start the Import
Drag and drop the import file you created onto the box that appears and click SAVE. If the file validated correctly, you should receive a message telling you so.
Retrieving the Tokens
Once the import is complete, you can retrieve the tokens associated with the payment profiles. You will receive an email containing a CSV file with the tokens. You can also download the file from the UI by navigating to the Import page. The tokens will be in the order of your import file, but won't show any of the profile information, so it will be up to you to match the tokens to their payment profiles. The CSV will look like this:
Notice that the IDs start at 0. The output files are broken into multiple files, if more than 9999 payment profiles are imported at the same time. This means your ID range will be from 0 to 9998.
You will use the token to import the payment profile into LoanPro.
Import the Payment Profile Into LoanPro
Inside your LoanPro account, navigate to Settings > Company > Import > Instructions & Samples. Payment Profiles is near the top, in the customer section.
Click to download the paymentProfilesSample.csv. This is the sample file from which you can build your payment profile import. This file contains the following headers:
- action – The action the import should perform (i.e. add).
- customerId – The ID of the customer that this payment profile will be associated with.
- importId – This is optional, but you can add an ID for the payment profile that can be used in other imports.
- type – The type of the payment profile (e.g. credit, checking, eft).
- title – The title of the payment profile (this will help distinguish it from other payment profiles assigned to the customer).
- primary – Designate this payment profile as the primary payment profile for the associated customer. Enter True or False.
- Token – This is the token for the payment profile that you got when you created the payment profile in Secure Payments.
- accountType – This is only required for bank accounts. This is the type of account (e.g. checking, savings).
- verify – Should the system verify that this is a real payment method. Enter True or False.
Once you’ve filled out the information, save the file. You can now import the file using the import system.