Imports

Payment Registration Pro > Management

To access the Imports screen, navigate to the Registration module, hover over Setup on the Registration Admin Menu then select the Import option as depicted in the following screenshot:

The Registration module supports the following Imports:


Customers and Payments

The Import Customer and Payments function allows you to import data to the following

Smith Registration Pro and DNN entities:

  • Customer
  • Payment History
  • Recurring Billing
  • DNN User Profile

In addition, to importing to the items list above, the import will create a DNN user account and profile for a customer if one does not exist.

The Import Customer and Payments function provides the ability to import an unlimited number of records to the database.

Import Field Spec

The import file can be in one of the following two formats:

  • Pipe Delimited (Recommended)
  • Comma Delimited

The following is the import file field specification for importing customers and payment history into the registration module:

Field Name
Field Format
Rqd
Description
FirstName
String
Yes
 
LastName
String
Yes
 
Addres1
String
Yes
 
Address2
String
 
 
City
String
Yes
 
Country
String (2)
Yes
 
State
String (2)
Yes
 
Zip
String
Yes
 
HomePhone
String
 
 
CellPhone
String
 
 
WorkPhone
String
 
 
Email
String
Yes
 
DNNLogin
String
Yes
 
CompanyName
String
 
 
ProductID
String
Yes
 
PayDate
DateTime (MMDDYYYY)
Yes
Populate with today's date if no input value exists
Quantity
Int
Yes
Populate with 1 if no input value exists
PayAmount
Decimal
Yes
Populate with today's date if no input value exists
PayType
String
Yes
 
AccountNumber
String
Yes
 
ExpRoute
String (MMDDYYYY)
Yes
 
TransID
String
 
 
Notes
String
 
 
PayStatus
String
 
 
AuthCode
String
 
 
InvoiceNo
String
 
 
BillingName
String
Yes
 
BillingAddress
String
Yes
 
BillingCity
String
Yes
 
BillingState
String
Yes
 
BillingZip
String
Yes
 
BillingCountry
String
Yes
 
BillingPhone
String
Yes
 
BillingEmail
String
Yes
 
SubscriptionCreateDate
DateTime (MMDDYYYY)
Yes
When populating ARB
SubscriptionCancelDate
DateTime (MMDDYYYY)
Yes
Populate with 01011753 if no input value exists
SubscriptionStartDate
DateTime (MMDDYYYY)
Yes
When populating ARB
SubscriptionEndDate
DateTime (MMDDYYYY)
Yes
Populate with 01011753 if no input value exists

Serial Numbers

The import serial numbers function allows you to import serial numbers from a CSV file.

To import serial numbers navigate to the registration Admin Menu and click dashboard.

Scroll down to Setup & Configuration and click Serial Numbers.

You will see the following screen:

The field specification for the CSV is just a single column of serial numbers. The following is an example of a serial number CSV file:

1QCSUCTB82OMVJH

ZUM7SGA2PWS12DC

XTF76Z5G1RQW3HC

7AEQWPK5PXMMS5E

VK3YJF20RVDI8TN

SUELS613BWUSWGE

X5M96I1LQZTK9J4

3QKPC56DOQ7LCYS

OTYW9RABOR71WVX

Step 1: Click the choose file button and choose the CSV file to upload.

Step 2: Click the button titled “Import Serial Numbers”

After you have imported the serial numbers they will automatically be displayed in the product serial number data grid.

Serial Number Assignment

If the serial number feature is turned in the module settings, after successful registration the module will automatically assign a serial number to the customer and save the customer ID and payment ID with the serial number in the database.