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 is a Third-Party Solution that is a generated API ID that might come from another solution such as an ERP) (Required)
2. Once the CSV file is generated, the Merchant will need to contact a Customer Enablement or Support Rep to arrange a time for the import to be completed.  

Additional steps will be outlined for Internal Users only

1. Type in the 'Location' name for the merchants' location that they want the contacts imported to (this will auto-suggest locations as you type).

1. Click 'Browse' to select the file provided by the Merchant, please note that drag and drop does not work here:  

1. Once you have selected the file to be uploaded, a new menu will appear that will allow you to map the fields to the .CSV header:

1. Then, select the other options for when a contact already exists (if an entry does not have a contact API ID, Paya Connect will never update the contact).
   1. Yes, will only update a contact if the Merchant is using the contact API ID. 
   2. No, will attempt to create a new contact for each entry.
2. Once all fields are updated and you are ready to import the contacts, click import contacts. 
3. Results can be exported and sent to the merchant after completed:

1. Failures and successes will appear in the results as follows:

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

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

Contact Import Sample.csv