Purging Unconverted Credit Card Data for Element

After you run the customer and contact conversion and the transaction conversion, there may be credit cards that were not converted to Element PASS accounts. To be compliant with the credit card rules, all credit card numbers left over in the system, for example in change logs and customer, contact, or orders cards that did not get converted, only the last four digits of the card number can be visible or stored in the system.

Use the Element Credit Card Purge utility to trim all credit card numbers that remain in the system to display and store only the last 4 digits of the card's number.

Note: The purge 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.

Important: Run the purge utility after you have completed all other Element conversion activities.

To purge any unconverted credit card data for Element:

  1. Ensure that you have completed the necessary steps listed in Converting to the Element Payment Services Solution Overview.

  2. Log out and back into the character-based system after completing the transaction conversion.

  3. From the System > System Files > Custom > Credit Card Setup menu, select Element Credit Card Purge to display the Convert CC to Element screen.

  4. Select one of the following to purge your credit card information:

See Also:

Converting to the Element Payment Services Solution Overview