With this import you'll be able to do add all of your customers' payment details in OfficeRND from the payment provider, if you've already recorded the details there first.
If you have a list of your customers and their payment details in your payment provider, in order for them to be able to pay with their details OfficeRND you'd have to add them in the system.
In order to facilitate the process, this can all be done in one single operation, rather than doing it one by one.
What you'll need
All of the members for which you want to add payment details must first exist in OfficeRND and have to have a valid email.
Please see our article on how you can import your members.
Note: The email, that you've recorded for the customer in your payment provider has to match the one that is entered in OfficeRND.
The name however can be different - the import matches the data by email.
OfficeR&D enables you to import members from a CSV file with the following columns:
IMPORTANT: Make sure to use comma (,) as CSV delimiter otherwise your data will not get validated
Note: All of these fields are mandatory, the import cannot be completed if one of the fields is missing a value .
- Provider - the name of your payment provider. Please see a list of all the currently available payment providers, that are integrated with OfficeRND here.
- Token - here you have to enter the last 4 digits of the payment detail, e.g credit card.
- Brand - here you have to enter the brand of the payment detail, e.g VISA, MasterCard, JCB etc. Depending on your payment integration these may vary.
- Expiry - here you have to enter the expiration of the payment details.
The only correct format is MM/YY.
- Name - here you have to enter the name of the customer in OfficeRND. It' won't be a problem if the name in OfficeRND does not match the one in your payment provider.
The import will match the details by email, however this field as all the others is mandatory.
- Email - the email of the customer for which the payment details will be imported. The email recorded in your payment provider must match the one that's recorded in OfficeRND as the import uses this data to match the details to the customer.
- Provider Id - this is the id of the client in the payment provider. Depending on the payment provider this may vary, you can consult with your payment provider in order to find out where you can get this id.
- Source Id - this is the id of the account in the payment provider. Depending on the payment provider this may vary, you can consult with your payment provider in order to find out where you can get this id.