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Credit Card Upload Wizard (#SYSSETCCUW01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20151001 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.3.2 (and higher)   n/a

When switching payment providers, can I bulk-upload Customer Credit Card details?

Yes, there is an automated upload function to move Customer credit card (but not bank account) information from StorMan into a number of our 3rd-party payment provider systems. This is currently supported by the following third-party payment systems (compare payment providers: #3PTYCOMP)...

  • Advam Stored PAN
  • Authnet CIM
  • Ezidebit
  • NAB CM (formerly Thinc CM)


Once you run this function, the Customer credit card details (for Customers that were successfully uploaded) are then removed from StorMan, with a view to this area of your business becoming PCI compliant. This function also checks your Agreements against the following criteria; those Agreements where any of the following three conditions are not met, will not be automatically uploaded to the third-party merchants servers as part of the bulk-upload process...

  • The Customer must not have an existing profile with the new third-party payment provider (this is merely a check to ensure the same Customer isn't added twice, if you re-run the wizard at a later date).
  • The Agreement must have a valid credit card number, credit card name & credit card expiry date entered on the AutoPay/Notices tab.
  • The Agreement must have AutoPay Valid from / Valid to dates entered (also, the Valid to date cannot have passed).


Note: Although Customer credit card information is removed from StorMan (for Customers that were successfully uploaded), credit card information for Customers that were NOT successfully uploaded will still remain inside StorMan. As such, you will need to be aware that your StorMan system will not be 100% PCI compliant until ALL credit card information has been uploaded to the third-party merchants servers (and wiped from StorMan).


How do I use the Credit Card Upload wizard?

  1. Select Maintenance, then System Setup.
  2. On Modules locate the Credit Card Account Details section.
  3. Ensure you have the setup information entered for your new third-party payment provider, then click CC Upload. Customer credit card information will now be securely transferred from StorMan, to the secure servers of the selected third-party payment provider. The Customer credit card data is then wiped from StorMan (but only for any Customers that were uploaded successfully).
  4. StorMan will now print two reports - firstly, a list of successful uploads, followed by a list of unsuccessful uploads. Note: The error-code for any unsuccessful uploads is also saved under Card notes (on the Autopay/Notices tab on a failed Customer's Agreement).
  5. Click OK to save & close.

Can I use the Credit Card Upload wizard multiple times?

Yes. Simply run the wizard again and it will bulk-upload any applicable Agreements that need to be uploaded. Prior to starting, the wizard will again perform its three-point check (as outlined earlier in this article) to ensure only applicable Agreements are uploaded.




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