Customer Profile Fields

Customer Profile Information

Customer ID

Merchant-assigned ID for the customer.

Conditional

Up to 20 characters

At least one of the fields Customer ID, Email, or Description must be provided.

Email

Email address associated with the customer profile

Conditional

Up to 255 characters

Required only if no values for either the description or CustomerId fields are entered.

Description

Description of the customer or customer profile

Conditional

Up to 255 characters

Required only if no values for either the CustomerId or Email fields are entered.

Payment Profile Information

Customer Type

Individual

Business

N/A

Select individual if the customer is an individual, or business if the customer is a business.

First Name

The customer's first name

Optional

Up to 50 characters (no symbols)

Last Name

The customer's last name

Optional

Up to 50 characters (no symbols)

Company

The name of the company associated with the customer, if applicable

Optional

Up to 50 characters (no symbols)

Address

The customer's address

Optional

Up to 60 characters (no symbols)

City

The city of the customer's address

Optional

Up to 40 characters (no symbols)

State

The state of the customer's address

Optional

A valid two-character state code

Zip

The zip code of the customer's address

Optional

Up to 20 characters (no symbols)

Country

The country of the customer's address

Optional

Up to 60 characters (no symbols)

Phone

The phone number associated with the customer profile

Optional

Up to 25 digits (no letters)

Example:

(123)123-1234

Fax

The fax number associated with the customer profile

Optional

Up to 25 digits (no letters)

Example:

(123)123-1234

Create a Shipping Profile from the Information Above

Check the box, or leave it blank

N/A

If you check this box, a shipping profile will be entered with the same name and address as the payment profile.

Payment type

Credit card or Bank account

 N/A

If you have more than one payment type for a customer, you can enter payment information for each. Each set of payment information fields comprises one payment profile for a customer.

Card Number

Credit card number

13 to 16 digits

Expiration Date

Credit card expiration date

mmyy format

For example, 0311 (for March, 2011 expiration)

Perform credit card authorization before saving data.

Yes or no

N/A

Check this box if you want to validate the credit card information. If you check this box,  a test transaction will be submitted to the credit card company. For Visa credit cards, you also need to enter the address and zip code fields.

Card Code

The three- or four-digit number on the back of a credit card (on the front for American Express)

Optional

Numeric

This field is required if you would like to use the Card Code Verification (CCV) security feature. For more information, refer to the Card Code Verification topic.

This field is only used for validation and will not be stored in the customer profile.

Name on Account

The customer's full name as listed on the bank account

Up to 22 characters

Account type

The type of bank account for the payment profile

Optional

checking

savings

businessChecking

ABA Routing Number

The routing number of the customer's bank

 9 digits

Account number

The customer's bank account number

5 to 17 digits

Bank Name

The name of the bank associated with the bank account number

Optional

Up to 50 characters

ECheckType

The type of electronic check transaction

Optional

CCD

PPD

TEL

WEB

Currently, CIM does not support ARC or BOC transaction types.

First Name

The customer's first name

Optional

Up to 50 characters (no symbols)

Name is required if no company name is entered.

Last Name

The customer's last name

Optional

Up to 50 characters (no symbols)

Name is required if no company name is entered.

Company

The name of the company associated with the customer, if applicable

Optional

Up to 50 characters (no symbols)

This field is required if no name is entered.

Address

The customer's shipping address

Optional

Up to 60 characters (no symbols)

City

The city of the customer's shipping address

Optional

Up to 40 characters (no symbols)

State

The state of the customer's shipping address

Optional

A valid two-character state code

Zip

The zip code of the customer's shipping address

Optional

Up to 20 characters (no symbols)

Country

The country of the customer's shipping address

Optional

Up to 60 characters (no symbols)

Phone

The phone number associated with the customer profile

Optional

Up to 25 digits (no letters)

Example:

(123)123-1234

Fax

The fax number associated with the customer profile

Optional

Up to 25 digits (no letters)

Example:

(123)123-1234