Uploading Payments

Payloop now includes capabilities for users to upload data to be reconciled. If you have data from marketplaces not supported through one of the official connectors you can still take advantage of Payloop's payment import features.

Preparing data for upload

A CSV template is available to help you prepare your data. You can download the template from the Upload screen via the button at the top.

The template provides all of the required columns and some sample data to help you get started.  A completed template with data ready to import will look like the image below.

Column details

The details below specify what data to include in each of the columns. 

marketplace

  • Description: The name of the marketplace that has posted the payment. 
  • Options: 
    • fanxchange
    • gametime
    • seatgeek
    • stubhub
    • ticketevolution
    • ticketmaster
    • ticketmonster
    • ticketnetwork
    • ticketnetwork-mercury
    • tickpick
    • viagogo
    • vividseats
    • other

payment_date

  • Description: The date the payment was posted by the marketplace
  • Usage: Supported formats are:

    YYYY-MM-DD
    M/D/YY
    M/D/YYYY
    MM/DD/YY
    MM/DD/YYYY
  • Example: For payments posted on April 30th, 2020, enter any of the following:

    2020-04-30
    4/30/20
    4/30/2020
    04/30/20
    04/30/2020

payment_number

  • Description: Any identifier to include on the payment that identifies the whole payment
  • Usage: Include any string of characters to be included in the Reveal portal and on the payment in the POS

invoice_id

  • Description: The id of the invoice in the marketplace data.
  • Usage: If StubHub has submitted payment for their invoice 2345678, that is the id to include

payment_amount

  • Description: The amount in decimal paid by the marketplace
  • Usage: Enter numbers with decimal values, but no commas, dollar signs or brackets.  If you received $2,468.99 for the payment, enter:

    2468.99

transaction_type

  • Description: Determines how Payloop should treat the line being imported.  
  • Options:
    • payment  -  cash received from a marketplace and applied to an invoice
    • adjustment  -  funds withheld or penalized from a marketplace
    • credit  -  credit held in a marketplace and applied to an invoice

payment_currency

  • Description: The currency denomination for the payment, default is USD
  • Options:
    • USD - US Dollars
    • CAD - Canadian Dollars
    • GBP - British Pounds

Fixing data errors

If one of the values in a row does not meet the above criteria, the row will be highlighted. Data cannot be uploaded until all errors have been fixed in the loaded spreadsheet. Once the error is fixed, simply reload the CSV in the file browser and the data will be refreshed. 

Uploading the data

When all rows have passed the validation, the "Upload Payments" button will be enabled.  Click that button to submit your data for processing.  You will be redirected to the invoices page where you can see the status details for each of the new rows