How to Import payer data to Payment Portal

Overview

This page guides you through the process of importing data for your payers (customers) into Payrix's Payment Portal.

Imported data includes payer’s name, contact details, credit card or bank account. This page outlines the four steps to import your payer data:

1. Add payers to template spreadsheet

2. Save XLS file securely

3. Create a CSV copy

4. Import CSV to Payment Portal

Data security compliance

Before proceeding, you must consider your obligations to remain compliant with the Payment Card Industry Data Security Standard (PCI DSS).

Any business that handles card payments must comply with PCI DSS. This is mandated by the banks and card schemes – businesses that are non-compliant face large fines and leave themselves open to the risk of fraud and security breaches.

Payrix is certified as compliant with PCI DSS Level 1, which is the highest level of compliance. Importing data into Payment Portal is secure and PCI DSS compliant. However, it is the responsibility of a business to remain compliant when handling and storing data on its own local network.

Further information can be found on the PCI Security Standards Council website here.