Import Batch Tool

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, Nov 3, 2015 at 3:03 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 11:37 AM
Import PPD transactions for a Single Company or Multiple Companies Simultaneously
Single Company: To import the file for a single company, access the Import Batch Tool from the Merchant toolbox   Multiple Companies: To import a file...
Thu, Nov 5, 2015 at 11:40 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 11:41 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, Nov 3, 2015 at 3:07 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...
Thu, Nov 5, 2015 at 11:36 AM