Batch Upload

Batch upload functionality allows you to run multiple processes at the same time. At this time, batch upload is only available via the Virtual Terminal.

To conduct a batch upload, transactions must be entered in a specially formated Excel document. A template of this document can be downloaded below. Do not change or remove any sheets or columns from the document. Instructions for formatting your transactions can be found below.

Download the Batch Upload spreadsheet

Instructions By Transaction Type

• Process Card Transactions
• Process ACH Transactions
• Refund Card Transactions
• Void ACH Transactions
• Setup Card Schedules
• Setup ACH Schedules
• Update Card Schedules
• Update ACH Schedules
• Terminate Card Schedules
• Terminate ACH Schedules
• Authorize Cards
• Settle Card Authorizations