Authorize.Net / Moneris Token Import Tool

iPayment offers a token import tool for the Authorize.Net and Moneris gateways.

This tool allows you to import existing tokens into iPayment and associate them with BPs. It is a semi-manual task, but it saves you the trouble of having to tokenize every all the cards again.

The tool has been integrated into the product, and can be found under the iPayment menu.

Below you will find a detailed description of the functional requirements of the tool for each of the supported gateways.

Authorize.Net

There are a few requirements which will be outlined here, but if you follow all of them you can avoid having to re-enter tokenized cards in your account.

The tool works by importing data from your Authorize.Net account, so credentials will need to be configured in the database you connect it to.
When using it with Authorize.Net you have a few options:

Load descriptions:
If this option is enabled, the tool will load descriptions from each customer profile and display it for easier matching with the correct BP.
Loading the descriptions, however, takes a long time for large numbers of profiles (approx. 0.5 seconds per profile), so when this option is enabled you have two additional options to limit the result.

Skip:
This option is used with the Load Descriptions option and tells the results to skip the first X entries from the Customer ID list.

Take:
This option is used with the Load Descriptions option and limits the number of records the result will return to whatever value is specified.
Setting this value too high will lead to excessively long load times (approx 0.5 seconds per profile). This is a limitation of the Authorize.Net API.

Once you've loaded the records into the GUI, you will need to input the correct Card Code in the CardCode column matching the customer profile you would like to associate it with.
You'll then hit the import button and the tool will start importing. It will ignore any entries that have incorrect Card Codes.

Please note: you may need to trigger a manual credit card refresh inside the client the first time you try to use cards associated with that BP.

Moneris

There are a few requirements which will be outlined here, but if you follow all of them you can avoid having to re-enter tokenized cards in your account.

The tool works by importing data from a CSV file, which you can export from the Moneris website.
When you export the existing tokens, you need to ensure that they're exported to a CSV file and the format must be as follows:
Data Key | Create Date | Customer ID | Email | Phone | Note | Pan

The tool tries to automatically match the value in the Customer ID column to the BP card codes in SAP to suggest which BP to link it to - but this can be
changed manually before processing the import.