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How to Import Customer Credit Cards

Quickly add customer credit cards to your card vault using Helcim’s data import functionality.

To import credit cards to the card vault, click on Import / Export under Customers. Select CSV File as the import type and click Next Select the Upload File you want to use by clicking Browse then click Next to upload the file

If this is your first-time importing customer data into your Helcim Account download the Sample File to see how the data needs to be formatted.

Review the data that will be uploaded and click Confirm if everything is correct, or Back if you need to make changes.

Related Articles

An Overview of Helcim Customer Management
What is Customer Management?
Adding, Removing and Merging Customers
Managing Customer Information for Existing Customers
Adding, Editing and Deleting Customer Credit Cards
Adding and Deleting Notes
Processing a Payment for an Existing Customer
Viewing Customer History
Managing Customer Accounts
What is a Card Vault?
What is a Customer Portal?
Setting Up Your Customer Portal
Adding Page Content and Headers & Footers
Access Logs
Customer Portal Theme Designer
How to Import and Export Customer Data
Adding, Editing, and Deleting Customer Bank Accounts
Searching for Customers

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