Accounts Receivable > Manage Credit Card Data

The Update Credit Card Data page allows you to synchronize the customer credit card data stored in AccountMate with that of your chosen provider.

Perform these steps in this page:

1.Mark the Ignore Repay (APS Integration) Vault IDs that do not exist in the Credit Card table checkbox if you want the system to not include those credit card records that may have vault IDs but do not exist in AccountMate.

2.Click the Import button. A pop-up message will display asking whether you have exported and downloaded the list of customer credit cards stored in your provider's portal. Click Yes to confirm; otherwise, click No.

3.Clicking Yes will display the Select REPAY .csv file to import window where you can locate the file to be imported. Select the file and click the Open button to proceed; otherwise, click Cancel. AccountMate will display the credit card information from the file on the grid.

Note: Once the imported records are displayed on the grid, the Save button becomes enabled.

4.Review the information displayed in the Status column of the grid. This indicates the action done to synchronize the credit card information in AccountMate with your chosen provider. The Status column may display the following:

oDelete - Local

Delete the customer credit card record that exists in AccountMate but does not exist with your provider.

oDelete - Provider

Delete the customer credit card record that exists with your provider but does not exist in AccountMate.

oDelete - Duplicate

If there are duplicate customer credit cards in AccountMate, delete them from AccountMate and from your provider.

oUpdate

If there are customer credit cards that use the old Card # format in AccountMate, update the credit card # to match the provider's credit card #. Also, if the imported credit card number's last four digit is not equal to last four digits with those in AccountMate.

Note: The grid does not display the customer credit card information that is considered synchronized (i.e., it exists in both AccountMate and with your provider and is using the current credit card # format).

5.When you are ready, click the Save button on this page to complete the update process.

Update Credit Card Data

Update Credit Card Data

See Also