Batch Upload Functionality (PC Charge and Text Formats)
There is a feature to allow a merchant to do a manual batch upload through the web interface. This may be desired if the merchant’s POS application is not easily able to integrate directly with the Payment Server. In such a case, the application can output transactions to a flat file, which can be uploaded to the Payment Server.
To access Batch Upload within the Payment Server go to: Tools – Batch Upload
When you click on this option, the following page will open:
Note that the File Format option defaults to Tab Delimited, but also has an option for PC Charge dat File. Often, a merchant’s application will be outputting a simple Tab Delimited text file (see below for details), but a merchant using PC Charge will need to import a file in PC Charge’s dat format; both formats are available. Notice the text at the top of the page: “Once a batch file has been uploaded, please note that the changes in reports will not be reflected immediately because the server processes batch files every hour on the hour.”
In order to carry out the upload, the merchant will:
- Navigate to the Batch Upload page
- Select the appropriate File Format option: Tab Delimited or PC Charge dat File
- Browse to the file to be selected
- Click Upload
The format for PC Charge files (.dat) is automatically created by that program. If you will be uploading batches from PC Charge, you will not need to modify the format of those files. However, if you wish to create Tab Delimited text files that can be uploaded by the Batch Upload function, your files will need to contain the following fields:
|1||Transaction Type||SALE, REPEATSALE, AUTH, RETURN, FORCE||Y|
|2||Account Num||Account Number||Y|
|3||Exp Date||Expiration Date||Y|
|5||Invoice Num||Invoice Number||N|
|7||Street||Street of Billing Address||N|
|8||Name On Card||Card Holder’s Name As On Card||N|
|9||PO Num||Purchase Order Number||N|
|10||Tax Amount||Tax Amount||N|
|11||City||City of Billing Address||N|
|13||Auth Code||Authorization Code||N|
|14||PNRef||Unique Reference Number||N|
|15||Card Type||Ex: Visa, MasterCard, etc.||N|
Below is an example of a Tab Delimited text file. Each line is a separate transaction.
Note: Make sure the file is Tab Delimited meaning that there needs to be one tab space between each field.
Once you have uploaded a batch file, an executable called OfflineBatch.exe will complete the job. The executable scans for “ready” batch files and then processes the transactions found within, readying them for settlement. This is an automatic process once enabled. HOWEVER it MUST be set as a scheduled task to run every hour, otherwise OfflineBatch.exe will not run and the uploaded transactions will never actually be processed (or settled).