Saturday, September 8, 2018

Import Cash Sales with Credit Card Information


 

Solution/Workaround/Gotcha/Recommendation Details:

 

To import CC Information follow the Steps below:

 

►        Login as Administrator

►        Navigate to Setup > Import/Export

►        Import CSV Records

►        Import Type = Transactions/Record Type = Cash Sales

►        Select One File to upload (If you will be importing 5 CC Info)

►        Select Multiple Files to upload (If you will be Importing 5 or more CC Info)

►        Click Next > Data Handling = Add or update > Click Next

►        Map the necessary fields > Click Next

►        Type in an Import Map Name

►        Save & Run

 

 

 

 

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