You can manually upload batches into Converge using the batch import feature for importing transactions, recurring / installments and token generation
You will want to first ensure that the appropriate user rights (i.e. batch import) and features (i.e. recurring, tokenization / card manager) are enabled on your account.
1. From the main screen (Payments Screen), click the New Payment drop-down menu. Choose Import Transactions. If you do not have this option, please contact Cartis Support to have it added.
2. From the Import Transactions screen, Choose Import New.
3. You will need to format your imported files using the Batch Import File Format.
You can use comma delimited import file (.csv) or XML import (.xml).
CSV Format (Credit Card Transactions):
Header: first line of file, contains all field names, field names must be enclosed within double quotes and followed by a comma.
Transaction data: begins after the header line, each transaction data should be on a single line, transaction data must be enclosed within double quotes and followed by a comma.
Example of credit card transaction csv file format:
"ssl_card_number","ssl_exp_date","ssl_amount","ssl_transaction_type",
"0000000000000000","1212","2.00","ccsale",
"0000000000000000","1213","5.00","ccforce",
XML Format (Credit Card Transactions):
File contains single <txnimport> element and multiple transaction <txn> nested elements
Every transaction is a set of XML tags and all elements must be closed in the order they were opened.
Example of credit card transaction XML file format:
<txnimport>
<txn>
<ssl_card_number>0000000000000000</ssl_card_number>
<ssl_exp_date>1212</ssl_exp_date> <ssl_amount>2.00</ssl_amount>
<ssl_transaction_type>ccsale</ssl_transaction_type>
</txn>
<txn>
<ssl_card_number>0000000000000000</ssl_card_number>
<ssl_exp_date>1213</ssl_exp_date>
<ssl_amount>5.00</ssl_amount>
<ssl_transaction_type>ccforce</ssl_transaction_type>
</txn>
</txnimport>
See also:
Token generation format
Recurring / installment import format
A list of import fields is attached to this article
Note: CVV should never be stored and cannot be passed to Converge.
You can only import one file at a time, up to 10 files per day per terminal ID.
A single import can have a max of 500 transactions. If you need to increase this amount, please reach out to us.
4. Click Choose File to select the file you want to import.
Set a file name less than or equal to 25 characters, otherwise it will default to the name of the uploaded file.
You can select to be notified by email when the import is finished by checking off the Send an email when import is complete check box. Click Import. Once batch was imported successfully, a message will display to let you know.