The Import Batch Tool allows administrators to upload eCheck and credit card transactions using CSV and NACHA file formats. These instructions will explain how to upload the PPD transactions using CSV format.


Please Note: you may import data for existing payors and for new payors. The system will add new payors to the Customers module.


1) ACH (eCheck) PPD transactions

When importing payments to be charged from payors’ checking/savings account,you will need to enter the following information into a CSV file in this order:

  • User account number
  • First name
  • Last name
  • Property ID
  • Payment amount
  • Routing number
  • Bank account number


Please refer to this example of the CSV file for the ACH transactions:




2) Credit Card PPD transactions

Using the Import Batch Tool, credit card payments from Visa, Mastercard, and Discover may be accepted. American Express is currently unavailable for this payment tool.

When importing payments to be charged from payors’ Visa, Mastercard or Discover credit card, you will need to enter the following information into a CSV file in this exact order:

  • User account number
  • First name
  • Last name
  • Property ID
  • Credit Card Number
  • CVV
  • Expiration Date (MMYY)
  • Zip Code.


Please refer to the example of the CSV file for the credit card transactions: