How to do a batch upload

Batch Upload lets you process many actions at once by uploading a file to the Gateway. This is useful when you need to run a high volume of activity without entering transactions one-by-one.

You can batch upload for:

  • Credit card transactions (sales, authorizations, and more)
  • Adding customers to the Customer Vault
  • Creating Recurring subscriptions

Uploads can be as small as one row or as large as thousands of actions.

Step 1: Build Your Upload File

  1. Create a file in Excel, CSV, or text format
  2. Each row represents one action the Gateway will run
  3. Include the required columns for what you are doing (example: transaction type, amount, card number)

Tip: Many merchants include a header row to label columns, but keep in mind the system may treat the header row as a row to process unless handled correctly in formatting.

Step 2: Upload the File in the Gateway

  1. Go to Batch Upload in the Gateway
  2. Click Choose File and select your file
  3. Select the file format:
  • Auto-detect, or
  • Choose a specific format manually
  1. Click to continue to the mapping step

Step 3: Map Your Columns

After upload, the Gateway will display your column headers.

  1. For each column, use the dropdown to choose what that column represents
    • Example: transaction type, amount, credit card number, expiration date, etc.
  2. Confirm each column is mapped correctly
  3. Optional: Save this format if you plan to upload the same file layout again
    • This helps you skip mapping next time

Step 4: Run the Batch

  1. Click Next / Upload Batch
  2. The Gateway will process each row and show progress
  3. When complete, you will see a summary, such as:
  • Approved
  • Declined
  • Errors
  • Total actions processed

Step 5: Review Results and Download the Response File

After the batch runs, you can:

  • Click the file name to view which transactions were created
  • Download the response file, which returns a row-by-row result showing what happened for each line in your upload (approved, declined, or error plus the response message)

This is the best way to audit large uploads and troubleshoot any failed rows quickly.

Video Walkthrough

Watch the video below for a full walkthrough of creating a batch file, uploading it, mapping columns, reviewing approvals/errors, and downloading the response file: