User Guide Example
- Posimente
- Angela Jann
If you are importing encrypted credit card numbers from an external source you will need to first create payment sources with dummy data and then replace the dummy data with your decrypted card numbers.
Run a report in Salesforce to retrieve the Contact IDs. It is essential you retrieve the Contact ID in this report so you can create the payment source under the contact.
Add field to payment source "encrypted data from other program". Setup / object / payment source / create 'Encrypted Data' field of type text.
3. Create your import data file in excel (using this template) using gateway Test Credit Card numbers against each contact, to be uploaded to the Credit Card Number field.
4. Using Data Loader, Insert and create Payment Sources. Refer to the table below for the Data Loader mapping
Column Name | Salesforce Field |
Contact ID (the Salesforce ID obtained from the report earlier) | Contact ID |
Credit Card No. (Test Card Numbers) | Credit Card No. |
Card Name | Card Name |
Gateway Payment Type (Credit Card or Bank) | Gateway Payment Type |
Credit Card Type (e.g American Express Card, Visa Card, Master Card) | Credit Card Type |
Expiry Month (2 digits) | Expiry Month |
Expiry Year (2 digits) | Expiry Year |
Encrypted Data | Encrypted Data |
4. Use ProntoDecrypt to decode the Encrypted Data to the Credit Card No. field.