The Merchant Importer enables you to create new merchant accounts in your CRM automatically by uploading a CSV file with the merchant data.
Additionally, the Merchant Importer may also be used in order to update the information on your existing merchants.
In this article, we show you how to build a CSV file to be used for importing into the CRM, and how to perform the import.
Preparing Your CSV File
The CSV file you're importing must contain at least the MID and the DBA Name columns.
If you wish to automatically assign splits to one or more users while importing the merchant data, then you may also add additional columns in your CSV file.
For example, to assign splits for two users you would need to add four columns in your CSV file, which can be named as username1, split1, username2, and split2 (or similar).
With these columns in place, you will be able to assign two splits to two users for each merchant in your CSV file, by simply entering the CRM usernames and their associated splits in the appropriate columns.
For convenience, you may download an example CSV file which you can use as a template for your merchant imports.
The CSV file contains all the columns that are available in your CRM, so you can simply enter the merchant data that you wish to import into the appropriate columns and save the file.
The file also contains some sample data and three username/split column pairs for which serve as an example of how to save your user splits in the CSV file. You may delete these when running a real import.
Tip: If you're editing your CSV file in Excel, you'll need to make sure that Excel doesn't save the MID numbers (or any other numbers used) in scientific notation, as it will do so on its own if the numbers are very long:
To work around this potential issue, select the entire MID column in Excel, right-click to show the cell formatting options, click Format Cells and change the cell type to Text.
Another way to make sure that your CSV file contains the correct import values is to open the CSV file in a text editor such as Notepad. On Windows, right-click on the CSV file in the File Explorer, click Open With, and select Notepad from the list of programs.
Using the Merchant Importer
Here are the five steps to import your CSV file into the CRM:
Step 1. Upload a File
Open the Merchant Importer via the Manage > Administration > Merchants > Merchant Importer menu, upload your CSV file, and click Save & Continue:
Step 2. Select Defaults
In the next step, select the merchant's default group, processor, and the data source. If the merchants listed in the CSV file do not show a different group, processor, or a data source, then the Merchant Importer will use default values selected in this step instead.
If needed, you may also use the links to the right of the selection menus in order to create a new group, processor, or data source on the fly, and then set those options as the defaults:
Step 3. Map Fields
In the next step, map the columns identified in the CSV file (shown under Identified Columns) to the appropriate CRM Merchant fields (shown in the middle column):
In the top-right corner of the mapping tab, select what will happen if the CSV file contains a merchant whose MID number is already registered with a merchant account in the CRM:
Select "Don't Import" if you want the Merchant Importer to ignore such merchants during the import.
In case you want the Merchant Importer to update the information on that merchant account (by inserting the new values found in the CSV file into the merchant's fields), then select "Update":
If you wish to automatically assign user splits during the import process, then map each CSV username column (e.g. Username1, Username2, Username3) to the "Username" field in the CRM:
Similarly, map each "Split" column in the CSV file (e.g. Split1, Split2, Split3) to the "Split" field in the CRM.
After you select "Split" in the middle column, another drop-down menu will automatically appear in the column on the right. You can use that last menu to select the CSV username column that will be associated with the split:
In the above example, the split value listed in the "Split1" column will be assigned to the username listed under the "Username1" column in the CSV file (a similar mapping exists for the "Split2" and "Split3" columns).
After you finish mapping your fields, click Save & Continue in order to move on to the next step of the import process.
Step 4. Preview
In the next step, you may preview the data that will be imported, and if everything looks OK, click Continue to move on to the final step:
While you are on the Preview tab, you may use the Search box to locate a specific merchant faster.
If you need to edit any of the merchant values before the file gets imported, you may do so by clicking on the Manage button for that merchant.
This will bring up a popup window where you can change the merchant's values as needed and save the changes:
Step 5. Import Activity
In step 5, you can view the imports in progress, view or start the pending imports, and view the finished imports:
The action buttons provided on each pending import allow you to manage the import options and data further before the import is started (or if needed, to delete the saved whole import job). Once you are ready to start your import, click on the Start Import button:
Your import will now move into the Import In Progress section, where you can track its progress:
After the import is finished, the information on the completed job will be shown in the My Finished Imports section:
It is also recommended to spot-check a few merchants in order to ensure that the merchant data has been imported correctly and that the user splits have been correctly assigned: