Using the Bulk Credit Card Upload Tool

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The Bulk Credit Card Upload tool enables bulk loading of credit card numbers to Certify accounts for corporate credit cards. This article shows you, as a Certify Administrator, how to enter appropriate values into the Bulk Credit Card Upload tool.

Please Note: This tool is available to those with corporate credit card integrations only. Small Business integrations do not apply as extra information is required in addition to the credit card number.

Step 1: On your account homepage, select Configuration.

Step 2: On the System Configuration page, under User Accounts and Billing, select Bulk Credit Card Import.

Step 3: Select the credit card program for the upload. Review the required format on the Credit Card Bulk Upload page and enter the data.

 

Step 4: Click Next to continue the Bulk Credit Card Upload process. When the process is complete, a confirmation screen will display:

Please Note: If there is a problem with the upload, a notification will display:

 

Step 5: When the Credit Card Bulk Upload is complete, the user’s My Account page will be updated with a security-masked version of the credit card number:


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Comments

  • Avatar
    Mary Spurlock

    How long before the transactions from a business card will be visible once it is loaded to a user's account?

  • Avatar
    Tyler Christian

    Hello Mary,

    Transactions made on the card will show immediately after you add the card to a user's account. I will follow up with you via email to make you this is happening for you.

    Regards,
    Your Certify Support Team

    Edited by Tyler Christian
  • Avatar
    Chanyn Wise

    When a card needs to be replaced, how do I add a new card and delete an old care for a single cardholder?

  • Avatar
    Joel Hatfield

    Hello Chanyn,
    If a card needs to be replaced, the user can click the red 'X' next to the card from My Account to deactivate it. They will then be able to add another card just as they had previously done.
    Please let us know if you have any other questions.

    Thank you,
    Your Certify Support Team