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      How to Import Customer Credit Cards
      • 24 Jan 2023
      • 1 Minute to read
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      Contents

      How to Import Customer Credit Cards

      • Updated on 24 Jan 2023
      • 1 Minute to read
      • Print
      Article Summary

      Quickly add customer credit cards to your card vault using Helcim's data import functionality.

      Card Token
      To import credit cards you will need to get the card token from your previous provider. If you do not have this then you can follow the steps in this article to add a credit card.

      To import credit cards to the card vault, click on Import / Export under Customers.import export menu optionSelect CSV File as the import type and click Nextselect import typeSelect the Upload File you want to use by clicking Browse then click Next to upload the fileupload file

      Sample File
      If this is your first-time importing customer data into your Helcim Account download the Sample File to see how the data needs to be formatted.upload sample file to import

      Review the data that will be uploaded and click Confirm if everything is correct, or Back if you need to make changes.data import dashboard


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