Manual Database Management

Updated 10 hours ago by Tech Admin

This user guide will demonstrate how to upload and edit Database Records on your ActivePay Assist service. If you don't currently have a database setup please contact your Account Manager.

ActivePay Assist is a PCI Compliant IVR Card Payment Line service, provided by Teleproject UK.

Database Format

We will assume that the database contains 4 columns: Reference Number, Balance Owing, Maximum; and Minimum.

In this scenario the customer can pay the maximum; the minimum; or an amount in between.

Normally the values in the Amount Column will be in pence, so £5.00 needs to be displayed as 500.

An example is as follows:

The Column Headers must be omitted in the file you load, and the file must be in CSV format

Uploading the Database file.

Login to the Active Inbound portal using the URL

Enter your 4 Digit Client ID; Your Username and Password and press Login.

Select Card Payment Processing then Customer Records

Then Select Upload File

You now have some options:

Customers: Select your Database from the drop down.

Update Method: From the drop down select either Add new data to existing records; or Replace existing records with new data.

Upload: Click on Choose File and select your file from your PC or Server.

When you have selected your file click on Upload Customer Records.

You can now check your data. Any data errors will be displayed in the Valid column.

Editing Data

Select Search & Edit.

In Search String field enter Account Number, and then the search string 1234 (The first four digits of the account number.)

Click Search Customer Records.

Click edit next to the record you wish to edit.

You can now edit the data. Click Save when you have finished.

You can also delete the record by clicking on Deleted Customer Record.

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