When enabled for your account, this feature allows you to upload a file of transactions to the payment gateway. If this feature is not currently enabled for your account, you can configure it on the File Upload Capabilities page in the Settings menu. For more information, see the File Upload Capabilities topic.
To upload a transaction file:
Step 1: Click Upload New Transaction File on the Upload Transaction Files page. The Upload New Transaction File window opens prompting you for the location of the transaction file to be uploaded.
Step 2: Click Browse. The Choose File window opens prompting you to browse to the transaction file you would like to upload. (You can also enter the location and name of the transaction file to be uploaded, click Upload File, and skip to Step 5.).
Step 3: Browse to the location of the transaction file you would like to upload and click on the file name.
Step 4: Click Open (or double-click on the file name). The file name appears in the Upload New Transaction File window.
Step 5: Click Upload File to upload the transaction file. The processing status of the upload appears.
Note: DO NOT close the window until either a File ID or an error list is returned by the payment gateway. Closing the window while the file is uploading might cancel the upload.
If the upload is successful, the window displays a File ID. At this point, you can view the status of the transaction file on the Upload Transaction File Status page. This page allows you to click on the File ID to view individual transactions included in the transaction file.
If formatting errors are detected in the file or field validation errors occur, the line numbers the errors occurred in and descriptions of the errors are displayed. At this point, please close the window and correct and resubmit the file.
Tips on uploading a transaction file:
The format of the transaction file must match the upload transaction file settings that have been configured for your payment gateway account. Any difference in field order or delimiting character might cause an error in the upload. (For more information about transaction file format, see the Upload Transaction Files Settings page.)
Data requirements might vary based on the type of transaction being submitted in the transaction file. For details regarding the specific requirements for each transaction type, please see the Implementation Guide for your connection method.
For additional details on formatting and uploading transaction files, please see the Upload Transaction File Guide.