Import Customers Using Default Template – Payment Manager+

This user manual follows MyAccount format for the navigation side menu. Please contact Support (Heartland Support / Payments Manager+) to enable/disable MyAccount format.

Step 1

From the Metrics Dashboard, click Customers.

Step 2

If you don’t have a copy of Payments Manager+' default template, click the Download template button.

*Click here if you wish to import using NON-DEFAULT template.

NOTE: You will see your downloaded file on the browser’s recent download history and be able to open it on your device' Download path folder.

Step 3

Open file and fill in required fields marked with an asterisk ( * ).

Customer Template Data Fields.png

Step 4

Save the edited import file as .csv and click the Import Customers button.

Step 5

Import Records slide-out modal will appear.

Step 6

Click Upload CSV and select file from your computer.

To guarantee that your Customers are imported to the system, please take note of the upload capacity per file: up to 500 records only.

Step 7

Once customer import default .csv file has been processed, confirm record and click Upload.

NOTE: Take note if there are duplicate files or missing required fields. Records for duplicates and missing required fields will not be imported.

Make sure that the email address from the imported .csv file are all unique as the system will flag it as a duplicate record.

Step 8

You will receive a prompt to confirm importing file. Click OK.

A success message will appear once uploaded file has been successfully added to import queue.

Step 9

Click OK and refresh the page.

Step 10

View the list completed imports by clicking the button as shown below.

Step 11

Click the the link of the completed import file to view the results.

NOTE: This can only be reviewed once. Completed imports button will disappear once there is no pending imports to review.