Step by Step Guide to Uploading/Downloading Credit Card Data

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Regal Technologies, LLC – Private and Confidential. Page 3. Log into the Authorize.Net credit card website. Once there, click on “Upload Transactions”.
Step by Step Guide to Uploading/Downloading Credit Card Data

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SECTION ONE: Uploading a batch of credit cards Before anything, you will need Regal Support to map your file to work with the credit card processor. If you have not done this, please create a Support Case and upload a sample file to that case at https://regaltek.com/support.html Once your file has been mapped by Regal Support, you must prepare your file for upload by removing the Header Line.

Once you have removed the Header Line, it should look like this.

Make sure to Delete the Blank Line after you Have removed the Header. The file MUST start with the first record.

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Log into the Authorize.Net credit card website. Once there, click on “Upload Transactions”.

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Now select click on Upload New Transaction File. REMINDER: Your file MUST NOT have a Header Line. (See Page 2)

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Once you locate your file and click Upload, you will get a pop-up Screen like this. If you expierence an error, this pop-up window tell what line has the error and what needs to be fixed. NO TRANSACTIONS WILL BE PROCESSED. PLEASE NOTE: You MUST fix the error and upload a new file.

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You can close the popup window and view the results of the uploaded file. Click on “View Status of Uploaded Transaction Files”

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You Select the file to view. The most recent file will show first. PLEASE NOTE: A history of files will be kept for one year. You must download the data periodically. (See Section Two of this Guide)

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Once the Uploaded Transaction File Status screen will show you where in the process the file is currently. All fields must show “FINISHED” before you can click on the File ID. Once all fields show finished, click on the “File ID” to view the results of your file.

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After clicking on the “File ID” you will be able to see the results of your file. From this screen you can click on the Transaction ID number for detailed transaction information or click the Download button to download a file. PLEASE NOTE: See Page 12 of this Guide on How to Create a File

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SECTION TWO: Downloading Credit Card Data Log into the Authorize.Net credit card website. Once there, click on “Transaction Detail”.

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Now select the Date you would like to look at. PLEASE NOTE: This data is available AFTER the day’s batch has been settled. If you want to see transactions that have not been settled (today’s transactions), you should click on “Unsettled Transactions”.

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You will now see a list of the transactions to download. Click on the “Download to File” button.

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A smaller pop up window will appear where you can select the type of file to download. In this example, we are downloading an “Expanded Fields/Comma Separated” file.

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Make sure to include Column Headings. This will provide column descriptions for your file.

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Click on the “Save” button to save your file to your computer.

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We recommend saving the file as a .CSV file so you can open the file easily in Excel. Before you save your file, you would change the .TXT extension to .CSV. Alternatively, you can keep the file as a .TXT file, but the file will open with Notepad or WordPad.

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You should now see the file where you saved it (note the file is saved as a .CSV file). Just double click the file to open it in Excel.

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Once you double click the file it will open in Excel. From here you can see the file contents and you can manipulate the data in any way you would prefer.

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