How Imported Legacy Credit Cards Are Processed

Use the Import Legacy Credit Cards process to import tokenized legacy credit cards data into Oracle Payments Cloud from legacy and external sources through a batch, flat file-based interface. You can download a spreadsheet template to enter your legacy credit cards data. The spreadsheet

Caution: Before you can import legacy credit card numbers into Payments, you must ensure that they are tokenized to maintain strict compliance with the PCI (Payment Card Industry) rules protecting Oracle Applications Cloud from audit.

This figure illustrates the flow of importing legacy credit cards data into the application, as well as correcting errors.

Note: You can't use the IbyLegacyCreditCardsImportTemplate.xlsm spreadsheet template to import tokens for customers created directly on the UI.

To access the IbyLegacyCreditCardsImportTemplate.xlsm spreadsheet template, complete these steps:

1. Navigate to the File-Based Data Import for Oracle Financials Cloud guide.

2. In the Table of Contents, click the File-Based Data Imports link.

3. Click the Import Legacy Credit Cards link.

4. In the File Links section, click the link to the Excel template.

Before you can import legacy credit cards data, you must complete these steps:

1. Enable tokenization in Payments.

2. Configure at least one payment system with tokenization enabled. The tokenization service provider is CyberSource.

3. Configure the ORA_IBY_DTK_RUN lookup that enables the Import Legacy Credit Cards program.

4. Tokenize the legacy credit cards data using a batch file upload process in CyberSource.

Follow these guidelines when preparing your data in the spreadsheet template:

• Enter the required information for each column. Refer to tool tips on each column header for the expected data type or for detailed instructions.

• Don't change the order of the columns in the spreadsheet template.

  If you change the order of the columns, the upload process fails.

• You can hide or skip columns you don't use, but don't delete them.

  If you delete columns, the upload process fails.

Spreadsheet Tabs that Affect the Import Legacy Credit Cards Process

The following table contains the name of the spreadsheet tabs in the Legacy Credit Cards Import spreadsheet template and a brief description of their content.

Spreadsheet Tab	Description
Instructions and CSV Generation	Overview of the process CSV generation button Revision history
Tokenized Credit Card Details	Column headings for entering tokenized card details

How Import Legacy Credit Cards Data Is Processed

The following table describes the flow of data when you import tokenized legacy credit cards into Payments.

Sequence	Action	Result
1	From the guide titled File-Based Data Import for Oracle Financials Cloud, download the spreadsheet template named IbyLegacyCreditCardsImportTemplate.xlsm. It is located in the File-Based Data Imports chapter, Legacy Credit Cards Import section.	The file-based data import spreadsheet template is downloaded.
2	Enter data in the spreadsheet template. Refer to the bubble text on each column header either for detailed instructions on entering the data in that column, or for a description of the data and data type that the column requires. Don't delete row number 5, which shows text in capital letters. Each credit card is assigned to the customer at the customer account or customer account site use level.	The spreadsheet template is ready for CSV file generation.
3	Click Generate CSV File. Save the CSV file with a unique name.	A CSV file is generated that is compressed into a ZIP file.
4	To upload the ZIP file to Oracle Universal Content Management: Navigate: Tools > File Import and Export. On the File Import and Export page, click the plus (Upload) icon. The Upload File dialog box appears. In the File field, browse for and select your ZIP file. From the Account choice list, select fin/payments/import. Click Save and Close.	The ZIP file is uploaded.
5	To submit the Import Legacy Credit Cards process: Sign in to the central Oracle Enterprise Scheduler server. Navigate: Tools > Scheduled Processes. Click Schedule New Process. The Schedule New Process dialog box appears. From the Name choice list, search and select Tokenize Credit Card Data. Click OK. The Process Details dialog box appears. From the Credit Card Data Import File choice list, select your ZIP file. Click Submit.	The Import Legacy Credit Cards process first validates the credit cards and associated data and then imports the data from the uploaded file into the following Payments tables: IBY_CREDITCARD IBY_PMT_INSTR_USES_ALL After you submit the Import Legacy Credit Cards process, the following data appears in Payments: Credit card data Assignment data The log output of the Import Legacy Credit Cards process reports the number of successful and rejected records.
6	To correct import errors: View the log output from the Import Legacy Credit Cards process. Identify the rejected records based on details provided in the log file. Create a new spreadsheet that contains only rejected records that you copy from the old spreadsheet template. For the Origin Site Purpose Source Reference column, enter a different unique value. Make necessary corrections to the data. Load the data using a new spreadsheet. Generate the CSV File, upload the ZIP file, and continue.	Failed records are visible in the log output from the Import Legacy Credit Cards process. A new spreadsheet that contains only corrected records is uploaded and processed again.
7	Import legacy credit cards data at one of the following levels if you have their associated identifiers: Customer account Customer account site	In the spreadsheet, if the Owner Level column is CUST_ACCOUNT, then credit cards are assigned at the customer account level. In the spreadsheet, if the Owner Level column is CUST_ACCT_SITE_USE, then credit cards are assigned at the customer account site level.