Import Batch Tool

The Import Batch Tool allows administrators to upload a file containing payment data into Revo Payments software for the payors without them having to log in and schedule payments themselves. These payments will appear within Revo reports with “PPD” as the payment type. This tool enables charging payments to credit card and checking/savings account. The file can include either one-time or recurring payments. The Import Batch Tool can be accessed from the Dashboard’s Pay Tools menu.

Accessing the Import Batch Tool
To access the import batch tool, click on Pay Tools on the Dashboard, and select the Import Batch Tool sub tab 
Tue, Oct 27, 2015 at 3:38 PM
Upload PPD Transactions in CSV Format
The Import Batch Tool allows administrators to upload eCheck and credit card transactions using CSV and NACHA file formats. These instructions will explain ...
Thu, Nov 5, 2015 at 10:24 AM
Importing PPD transactions for a Single Property or Multiple Properties Simultaneously
Single Property: To import the file for a single property, access the Import Batch Tool from the Property toolbox Multiple Properties: To i...
Fri, Nov 6, 2015 at 11:16 AM
Updating Payment Information
To change the payment amount for a payor, use the Import Batch Tool to re-upload the same CSV file with the updated payment amount in the Amount column. ...
Thu, Nov 5, 2015 at 10:25 AM
Cancelling an Imported PPD payment
To cancel an imported preauthorized payment for a payor, re-upload the same CSV file with the amount -1 in the routing number column for eChecks and -1 in t...
Tue, Oct 27, 2015 at 3:48 PM
Reviewing Imported Payments
To confirm payments were imported successfully or to identify the cause of a failed import, please access the Task List on the left-hand menu. Click Here to...
Wed, Mar 30, 2016 at 3:44 PM