If your customers already have cards or bank accounts saved in your payment gateway, the Token Importer brings them into Biller Genie. Each imported payment method is saved to the customer you choose, and your customer does not have to enter it again.
Which gateways support it
- Credit card: Sola, NMI, AcceptBlue, Authorize.Net, Fortis and Elavon EPG.
- ACH: Sola, NMI, AcceptBlue, Authorize.Net and Fortis.
The gateway must be connected and activated in Biller Genie first. See Connecting Your Payment Gateways (Credit Card and ACH) to Biller Genie. Cards and bank accounts are imported separately, from the credit card gateway and the ACH gateway.
Before you start
- You need a Biller Genie user role that can configure Add-Ons.
- Add the customer in Biller Genie before you import their payment method. You choose the customer for each token.
Import a saved card or bank account
- Go to Add-Ons > Credit Card Processing for cards, or Add-Ons > ACH Processing for bank accounts.
- Open the Token Importer panel. Biller Genie asks your gateway for its saved payment methods and lists them with the created date, type, customer name, customer address and token ID.
- Find the payment method and click Import. Use More Info to see its details first.
- In Import Token Into Biller Genie, select the customer and click Import To Customer.
The payment method now shows on the customer's profile. A payment method that is already saved in Biller Genie for that gateway does not appear in the list, so nothing is imported twice.
Sola: what to know
- Sola does not send the card's first digits or the bank routing number in its list, so Biller Genie fetches them from Sola when you click Import. If Sola does not return them, you see Sola's reason, nothing is saved and the payment method stays in the list.
- Sola does not say whether a bank account is personal or business. Imported Sola bank accounts are saved as Personal Checking, or Personal Savings when Sola marks them as savings. The account page shows a note until you change the account type. If the account belongs to a business, edit it and choose the business account type.
- Some older Sola payment methods show the day you opened the list as their created date, because Sola does not send the date they were saved.
- If the customer record in Sola has no billing street or ZIP, Biller Genie uses the street and ZIP saved on the payment method.
If a payment method is missing
- Sola cards with a missing or invalid expiration date are not listed. Update the card in Sola and reopen the Token Importer.
- The list refreshes every 30 minutes. A payment method added in your gateway a moment ago may take up to 30 minutes to appear.
- For NMI bank accounts, the account type must be filled in on NMI for the account to appear. A checking account also needs the account holder type (personal or business).
- Still stuck? Contact support@billergenie.com with the gateway name and the customer.