General Processing
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      CSV File Format for Recurring and Quick Key Uploads

      Recurring CSV Format

      Field Index Field Name Field Format
      1 Reference_No 20 characters maximum
      2 Customer_Ref 20 characters maximum
      3 Reference_3 30 characters maximum
      4 Cardholdername 30 characters maximum
      5 Transaction code

      Applicable transaction types are 00-Purchase, 01-Pre-Authorization
      6 Cardnumber 16 digit card number
      7 Amount 0.00 format
      8 Expiry Date MMYY (no slash)
      9 Authorization Number 6 digit maximum
      10 Not used, but delimiter required N/A
      11 Recurring Indicator enter "R" for true (no quotes), otherwise false
      12 Plan Start Date YYYY-MM-DD (only read from the first line of the file, any additional instances are ignored)
      13 Plan End Date YYYY-MM-DD (only read from the first line of the file, any additional instances are ignored)
      14 Not used, but delimiter required N/A
      15 Address (AVS) 28 characters maximum
      16 Postal Code (AVS) 10 characters maximum
      17 Soft Descriptor DBA Name 38 characters maximum
      18 Soft Descriptor Street 38 characters maximum
      19 Soft Descriptor City 21 characters maximum
      20 Soft Descriptor Region Code 3 characters maximum
      21 Soft Descriptor Postal Code 15 characters maximum
      22 Soft Descriptor Country Code 3 characters maximum
      23 Soft Descriptor MID 15 characters maximum
      24 Soft Descriptor MCC 4 characters maximum
      25 Soft Descriptor Merchant Contact Info 32 characters maximum
           
           
           

       

      Sample Data:

      ref_no-1,cust_ref_a,ref_3_a,John Doe,00,4111111111111111,19.95,0325,,,R,2023-06-15,2024-06-01,,,

      ref_no-2,cust_ref_b,ref_3_b,Jane Doe,00,4111111111111111,1.95,0524,,,R,,,,,

      Level 2 / Level 3 Support

      Four empty fields followed by lines with: "TAX,,,,SHIP-TO,,,,L3-DATA,,,,L3-LINE-ITEM

      Field Index Field Name Field Format
      1 TAX one number
      2 SHIP-TO

      Name, Customer Number, Address, City, State, ZIP, Country, Email, Phone
      3

      L3-DATA

      Discount, Duty, Freight, Ship-From-ZIP
      4

      L3-LINE-ITEM

      Commodity Code, Discount, Description, Product Code, Quantity, Unit Cost, Units of Measure Code
           

      Please note the following for Level 2 / Level 3 CSV file upload:

      TAX and SHIP-TO go under Level 2 data.

      L3-DATA and L3-LINE-ITEM go under Level 3 (terminal needs to be enabled)

      Note: There can be more than one Line Item.

      Sample data with Level 2 / Level 3 Support:

       

      ref_no_1,cust_ref_2,91525,Visa L3 line items,00,4000180001234568,40.66,1126,,,,08-06-2022,08-06-2023,0
      ,,,,TAX,12.34
      ,,,,SHIP-TO,Ship Name,C123,123 Street,Test City,CA,12345,US,email@email.com,123-123-123
      ,,,,L3-DATA,10.00,12.01,13.02,90210
      ,,,,L3-LINE-ITEM,00514,,A line item,315,1,1,ACR
      ,,,,L3-LINE-ITEM,00521,1.50,A 2nd item,045,2,2,ASM
      ,,,,L3-LINE-ITEM,00528,0.50,A 3rd item,081,3,3,ASV
      ,,,,L3-LINE-ITEM,02039,0,A 4th item,042,4,4,AMP
      ,,,,L3-LINE-ITEM,03118,0,A 5th item,314,5,5,AMH
      ,,,,L3-LINE-ITEM,03196,9.01,A 6th item,300,6,6,ARE

      Quick Key CSV Format

      Field Index Field Name Field Format
      1 Reference_No 20 characters maximum
      2 Customer_Ref 20 characters maximum
      3 Reference_3 30 characters maximum
      4 Cardholdername 30 characters maximum
      5 Transactioncode Applicable transaction type is 00-Purchase
      6 Cardnumber 16 digit card number
      7 Amount 0.00 format
      8 Expiry Date MMYY (no slash)
      9 Authorization Number 6 digit maximum
      10 Not used, but delimiter required N/A
      11 Recurring Indicator enter "R" for true (no quotes), otherwise false
      12 Not used, but delimiter required N/A
      13 Not used, but delimiter required N/A
      14 Not used, but delimiter required N/A
      15 Address (AVS) 28 characters maximum
      16 Postal Code (AVS) 10 characters maximum
      17 Not used, but delimiter required N/A
      18 Not used, but delimiter required N/A
      19 Not used, but delimiter required N/A
      20 Not used, but delimiter required N/A
      21 Not used, but delimiter required N/A
      22 Not used, but delimiter required N/A
      23 Not used, but delimiter required N/A
      24 Not used, but delimiter required N/A
      25 Not used, but delimiter required N/A