Import File (The file you will provide to us for import into the CRM. The base file will be provided to you in the Zip)
Make the request for an export with your processor. Provide them the server credentials, PGP Key and AOC. Once their requirements for an export have been met they will send the data to the server credentials you provided to them.
Inform us through the Concierge ticket that the export was completed.
We will decrypt the file, tokenize the card numbers, and send the file back to you through the Concierge ticket.
You then build our Legacy Data Import file using the decrypted file. The Legacy Data import PDF will provide the field definitions and required columns.
productId: also known as campaignProductId. Located under the ID column in the Campaign Products Section of the campaign. Note: This is different from the base productId. Verify that the products you assign are configured correctly ie: One Time or Recurring.
isActiveRecurring: needs to be set to 1 if the product is an Active Subscription.
nextBillDate: is required for active subscriptions and must be in this format
phoneNumber should be formatted like this 5551112222. Do not include parentheses or dashes
You will find the other required fields in the Legacy Import PDF or in the Import File CSV which contains all the required columns.
Send us the completed file through the Concierge ticket
We will import a sample of the completed file
Verify the sample. You will want to review the customers, verify the rebills and refunds work. If there are any issues let us know.
If the samples pass the test we will import the rest of the data.
Frequently Asked Questions:
What is the merchantTxnId?
This is the processor's Transaction Id
What is the externalToken?
A token identifying the customer payment source at the 3rd party gateway. This is sometimes used to process existing subscription billings without a full card number.
3. What if I don’t have a required column?
a. In some cases you can substitute with dummy data. EG. phoneNumber can be supplied with 1111111111. You will have to check with the processor you will be transacting with (NMI, Stripe, Auth.net) whether they will allow the subscriptions without the field or will allow dummy data.