What do I need to get started with the Credit Card Import functionality?
In order to move forward, you will need to secure a file with the required fields to import to Unanet. For our generic credit card import, we require the file to be in a .CSV format and we require four fields as outlined below. Please note that we also have a separate AMEX import specific to the KR-1025 format.
- A unique identifier for each person’s card, a minimum of 5 characters
- Please note that this can be the full credit card number, the last 5 of the credit card number, or any other unique 5-character value. We call the field “credit card number”, but we don’t require the full number
- Transaction Date
- Transaction amount
You can find the formal file specification here: Help Docs - Import Credit Card.
If you’d like to see an overview of the functionality, please visit this link: Help Docs - Transferring Imported Expenses.