Sage 100

Apparently I have not had to do this yet... how do you import credit card info in 2013 or higher? I see the AR_CustomerCreditCard file still exists, but no actual CC field. How exactly does it work now? (This is a client getting CC info with orders from their web site.)

Don't think you can since the exchange vault was introduced. It's all encrypted. Also, isn't this a big PCI no-no ??

Well, I know it won't be stored locally, but surely we can still import CC information into an order (to go to the vault)?

Ah, found it on the KB, amazingly enough!

Posting credit card import procedures for future reference.

Back to this - we have the CC information getting updated for the customer correctly, but the sales order import is failing with an error about ""multiple credit card records exist in this document"" on the Header record.

Got it - seq has to be 00001, not 00000 - unlike AR Invoice HIstory Header....

Love the consistency....

Blowing dust off this thread. We have been asked to provide a .CSV file layout for importing Sales Orders to a company who will be exporting a .CSV file from a shopping cart. the sample in this discussion appears to show a complete credit card number in the file. In this case, the order will have been preauthorized. I would not expect to see a complete card number in the data file for security reasons. Is anyone importing sales orders with a credit card payment type with credit card authorization already supplied?

I don't think there's a simple solution. I recall Mark Chinsky raised this question a few years back. I don't think I've seen anyone come up with a solution. I have a customer on ROI/Insync who does this but I think they have to do some fancy work with decrypting the card to get it back into Sage.

The CC is just preauthorized, not actually charged?

the CC will normally be charged on the shopping cart order. Since I posted this I did some digging on Sage City and found the fields needed for the newer version of Exchange to use for VI. See attached. have not tested yet...

Wow, that is a lot of work. My client with 3D Cart enters with a CC ""like"" code so they can pay the invoice in full. 3D Cart handles all of the CC activity. If adjustments need to be made, it is handled through the CC's virtual terminal.