If your company uses a data base for customer information storage, simply export the necessary fields (listed below) into a text file. (May be TAB or Comma delimited format.)

If you do not have a database, you can use a standard text editor. In Windows 95 “Notepad” works just fine. (To open Notepad: Start Button / Run / type “notepad” / click “ok.”) Simply enter your customer’s information line by line. Each individual order must be recorded on its own line. Here is an example of a file containing tow orders:

Your Company Name, John, Doe, 1 Street Suite #5, Mycity, UT, 84444, 801-555-1212, 49.95, 0101, 1234567899876543210101
Your Company Name, John, Doe, 1 Street Suite #5, Mycity, UT, 84444, 801-555-1212, 49.95, 0101, 1234567899876543210101

And so on, with each record on its own line. come only after each record. Your company name is always first. Here is the field layout:

company name, customer first name, customer last name, address, city, state, zip, phone, amount, check #, routing #

This is a fairly simple format. A couple of rules if you are using a comma delimited format: 1. You can ONLY use commas to separate fields. No commas are allowed within the addresses. 2. You’ll notice that the above examples contain 11 fields. EVERY record must contain the same number of fields. If you have a customer that doesn’t give you a phone number, for example, you must enter a comma for that field anyway. Like this: Mycity, UT, 84444,, 801-555-1212. Notice the TWO commas together.

After you have entered all of the records, you should then save the file as “TEXT ONLY” in the format of NAMEmmdd.txt (First four letters of company name, Month, Day.)

If you have Internet access, you may upload your file directly using the “Upload Check Data” utility located on your merchant Control Panel.