The weekend of your specified conversion date, you must run the transaction conversion utility to convert the credit card data in your transactions system to create tokens and to create any necessary payment accounts for stored cards.
When you run the conversion, the system creates a payment account in the Element database for each credit card that is stored on an order in the CC Info screen. We strongly recommend that you review the created accounts using the PASS Account Utility to verify that all the created accounts are required prior to your first Element billing cycle. Because the system is converting all saved cards, you might find that you have payment accounts for expired cards that are no longer valid.
Note: The conversion process does not convert any credit card information that exists within your Hold file entries. To delete this information, delete the file and regenerate it after the conversion.
You can run the transaction conversion more than once if you receive errors during the first run.
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Important: Run the transaction conversion after hours after you have run the customer and contact conversion. After the conversion is complete, and credit card listed in the CC Info screen can only be processed usingElement. |
To convert transactions for Element:
Ensure that you have completed the necessary steps listed in Converting to the Element Payment Services Solution Overview.
Log in to the character-based system. The conversion utility is run only at the time you are converting from your old credit card system to Element, and exists only in the character-based interface.
From the System > System Files > Custom > Credit Card Setup menu, select Element Transaction Conversion to display the Convert Transactions to Element screen.
In the Convert order closed ____ days in the past field, enter the number days in the past the system should convert orders.
The transaction conversion converts any closed order that has been settled in the last number of days that you enter here. Use this field to help manage credits for orders that are still within your return order policy. If a card is not converted to Element for a closed order, you have to gather the credit card information from the customer again to manually create a new Element payment account to issue a credit for the return.
Select one of the following to convert your credit card information:
Begin - Use this hot key to start the conversion process immediately.
Schedule - Use this hot key to schedule your conversion process to run at a run at a later time.
View the report that the system places in your Hold file to verify the results of the conversion.
Fix any errors that might have occurred, for example, invalid card numbers, and run the conversion again.
See Also:
Converting Customer and Contact Data for Element
Converting to the Element Payment Services Solution Overview