Batch Upload
The AGMS Gateway Batch Upload tool gives businesses the ability to upload a CSV spreadsheet of captured transactions into the AGMS Gateway and submit the batch to be processed. During the business's next settlement time, the batch of captures is processed and the funds are transferred. Get started by visiting the Upload tab.
Our tool makes it possible to process checks and upload information from another system, such as importing information from an outdated terminal or combining multiple sources of information into a single system for reconciling transactions. Batch spreadsheets can also be used to update, add, or deactivate Customer SAFE records. Learn how to use batch spreadsheets and create Customer SAFE records in the Batch to SAFE tab.
We have provided a walkthrough in the Formatting tab on how to align spreadsheet columns to the AGMS Gateway with just a few clicks.
Upload a Batch Spreadsheet
- Choose the batch file to upload (file type must be CSV format)
- Select a file format, similar to a template, to use for the batch spreadsheet
- Click Process Bundle
- Click OK to confirm processing the bundle of captures
- View the batch upload results to ensure the bundle processed successfully
Create a Template For Batch Uploads
A list of all of the available fields that can be used for Batch Upload spreadsheets can be found here. To ensure that businesses are not held liable or lose any profits, we highly discourage including any sensitive information in their spreadsheets.
Businesses can use one of the spreadsheet templates below or create their own:
- Load credit card transactions to run - Download Template
- Load customer records with credit cards to save on file - Download Template
- Update saved customer records - Download Template
- Disable saved customer records - Download Template
- Process new payments on saved records - Download Template
Mapping a Batch Upload spreadsheet to the AGMS Gateway
- In Bundle Processing, click Manage File Formats
- Choose a batch spreadsheet template file to upload
- Click Upload File & Continue
- Give the template file a name that helps identify the actions that will be completed from the upload. This practice reduces confusion when determining which template to use when uploading a batch spreadsheet.
- Specify the data for each of the spreadsheet columns
- Click Save File Format
Batch Upload to Customer SAFE
Customer SAFE records can be updated, deactivated, or new records can be created with a single upload of a batch spreadsheet. For a list of all Customer SAFE actions available, please see the SAFE Transaction Parameters.
Here is how to use a batch spreadsheet to create a Customer SAFE record in 3 easy steps:
- Specify the SAFE Action for the customer
- Include the customer information to be stored in the SAFE record
- Upload the batch spreadsheet
