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    How to import multiple contacts into Paya Connect

    Product

    Paya Connect UI
    Paya Connect API

    Description

    Paya Connect (PCON) can support the import of contacts into the system.  This feature does require a merchant to work with our Customer Enablement or Customer Support teams to complete when using the bulk upload feature. We will also discuss a method using our APIs but this might not be a feature that all merchants want to attempt as it is a more advanced method.

    Resolution

    Paya Connect UI Method

    1. The Merchant will need to create a CSV file with a list of their customer information with headers. These headers will define the data that will be normalized to the Paya Connect contact fields.  The Paya Connect contact fields that can be imported are as follows.  
      1. First Name
      2. Last Name (required)  
      3. Account Number (this is a merchant generated number)
      4. Email (required) 
      5. Company Name
      6. Address
      7. City 
      8. State
      9. Zip
      10. Home Phone
      11. Office Phone
      12. Office Ext Phone
      13. Cell Phone
      14. Contact Balance 
      15. Contact API ID (this would be a Third Party Solution generated API ID that might come from another solution like an ERP) (required)
    2. Once that CSV file is generated the merchant will need to contact a enablement or support rep to arrange a time for the import to be completed.  

      Additional steps will be outlined for internal users only

    Please note that this import method does not support making contact users for customer portal at this time.  

    Below is a sample that may be used to create the contact file.

    Contact Import Sample.csv


    Delete

    Postman method for contacts 

    This method of import will require API and developer keys.  This must be done by Paya Support teams unless you are a developer with an approved account at that point it is recommended that this be done with the guidance of the SDK team if you are unsure how to use the run command features in Postman.  

    Additional steps will be outlined for internal users only

    Below is a sample that may be used to create the contact users in Paya Connect for the customer portal.  Please note that if any of the fields are not supplied the solution will not work.  

    Contact User Import Sample.csv


    Delete





    If you have questions or require additional information, please contact us and we will be in touch with you shortly.



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