Payment Method Imports

It may take weeks for a Payment Gateway to authorize providing your Credit Card or Bank Account information. Provided information may not be clean. Please schedule accordingly.

Payment methods can be imported using raw Credit Card and Bank Account information or with account data and tokens provided by a Payment Gateway compatible with Powercode in place of the account number with the sheets in PaymentMethodImport.xlsx

All fields on sheets are necessary for import.

Credit Card Sheet Fields:

  • CustomerID: The ID of the Customer the Card will be added to
  • Name on Card: required.
  • Card Number: If you are already using one of Powercode’s compatible Payment Gateways and have card tokens instead of Card Numbers the token may be placed here
  • Expiration Month: 1 to 2 digit month number
  • Expiration Year: 4 digit year
  • Card Type: Visa, MasterCard, Discover, or American Express
  • AutoPay: 0 for manual payment methods. 1 for automatic payment methods.
  • Address: required
  • Notes: This field is ignored by the import script but should hold the last 4 digits of the card number if you are submitting card tokens.

Bank Account Sheet Fields:

  • CustomerID: The ID of the Customer the Bank Account will be added to
  • Bank/Account Holder: If you will be batching and submitting ACH Deposits directly to your bank this should contain the name of the Customer’s bank. If you will be running Bank Account Payments through your Payment Gateway this should be the Account Holder Name.
  • Routing Number: required
  • Account Number: Required
  • Account Type: Checking or Savings
  • AutoPay: 0 for manual payment methods. 1 for automatic payment methods.