You can create multiple Secure Payment Profiles at one time by creating an import and uploading it to your Bambora account.
You will first need to create an import file based on our guidelines outlined below.
Must know:
- When creating your import file you will want to make sure it’s saved as a CSV (comma separated value) format.
- The file you upload must be under 30MB (approximately 50,000 profiles).
- The instructions outlined below are only for profiles that contain credit card information. Profiles with EFT/ACH information are not supported at this time.
How do I import consumers information to Create Secure Payment Profiles?
- Within the Portal go to Processing > Payment Profiles.
- Click ‘Import’ at the bottom of the page.
- Upload your CSV file containing the consumers profile information.
- Click 'Import' to start importing the profiles.
- You will get a response:
- Success message is displayed. Your new profiles are available in the list of payment profiles for the account.
- Validation errors are displayed. The errors in the file must be corrected, and then the file can be uploaded again.
- Download our template spreadsheet for a Payment Profile bulk file.
- Enter your information in row 3 and below.
- Once complete delete row 1-2 (the title and example data).
- Save the spreadsheet as a CSV.
- Using a spreadsheet program (like Excel), you will want to format your file using the table below. If you incorrectly format your file, it will cause a fail upload to occur. Do not skip line items, even if you are not filling in that information.
- Card Number and Card Expiry are the only mandatory fields.
| Column | Line item entry | Description |
|---|---|---|
|
A |
Customer Code |
Unique customer code (or token string) to identify each Payment Profile. It is used to access the customer’s profile to modify data or process future transactions. If not specified, Bambora issues a system-generated code. Max. 32 alphanumeric characters |
|
B |
Billing Name |
Consumer’s name. Max. 64 alphanumeric characters |
|
C |
Card Owner |
Cardholder’s name. Max. 64 alphanumeric characters |
|
D |
Card Number |
Cardholder’s credit card number. Max. 19 digits |
|
E |
Card Expiry |
Credit card expiry date in MMYY format. |
|
F |
Billing Address 1 |
First line of the cardholder’s address. Max. 64 alphanumeric characters |
|
G |
Billing Address 2 |
Second line of the cardholder’s address. Max. 64 alphanumeric characters |
|
H |
Billing City |
Cardholder’s city. Max. 32 alphanumeric characters |
|
I |
Billing Province ID |
Cardholder’s province/state. See province ISO code. |
|
J |
Billing Country ID |
Cardholder’s country. See country ISO code. |
|
K |
Billing Postal Code |
Cardholder’s Postal/ZIP code. Max. 16 alphanumeric characters |
|
L |
Billing Email Address |
Consumer's email address. Format: abc@xyz.com. Max. 64 alphanumeric characters |
|
M |
Billing Phone Number |
Consumer’s phone number. Max. 32 alphanumeric characters |
|
N |
Account Ref |
Distinct numeric integers that can be used as a custom reference field. Max. 18 numeric integer |
|
O |
ref1 |
5 alphanumeric custom reference fields. Max. 255 alphanumeric characters |
|
P |
ref2 |
5 alphanumeric custom reference fields. Max. 255 alphanumeric characters |
| Q |
ref3 |
5 alphanumeric custom reference fields. Max. 255 alphanumeric characters |
| R | ref4 |
5 alphanumeric custom reference fields. Max. 255 alphanumeric characters |
| S | ref5 |
5 alphanumeric custom reference fields. Max. 255 alphanumeric characters |
Good to know:
- Make sure not to close the window until the list of errors has been reviewed/copied as they will no longer be available.