To import Wallets, create a CSV that adheres to the following rules:
The first column of your import is how we will look up the user for whom you want to import stored value. The first row should include a header with one of the following values, corresponding with the identifier you use.
user_id
account_id
username
member_id
student_id
customer_id
pid
oktaid
phone_number
You must include the following headers:
user_identifier (see previous point)
amount
funding_account_id
expiration_date
notes
The amount column should be in dollars - can support up to 2 decimal places.
The funding_account_id column is the bank id from which the wallet is funded, if none is provided the default bank will be used. Note: you can reach out to your FanMaker POC or help@fanmaker.com if you don't know these funding account IDs.
The expiration_date column must include an expiration date in the form of 'mm/dd/yyyy' 'hh:mm:ss'. If none is provided the funds will not expire.
The notes column is a string that will be added to the wallet history, if none is provided we will use: "Added $X to Account",
An example csv might look like this:
member_idamountfunding_account_idexpiration_datenotes | ||||
123456789 | 100.56 | 2 | 12/31/2023 13:17:09 | Loaded funds $100.56 |
Note:
Please save your .csv files using the MS-DOS Comma Separated value option for best import results!