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Managing Stored Customer Vault Records

Updated

Overview

Once the Customer Vault is activated, you can securely store, view, and manage customer payment profiles. This article walks you through adding and editing customer records.

Adding a Customer to the Vault

  1. Log in to your Merchant Portal.
  2. Go to Customer Vault → Add Customer.
  3. Choose a payment method: Credit Card or Electronic Check (ACH).
  4. Enter required fields:
    • For cards: Credit Card Number and Expiration Date.
    • For ACH: Name on Account, Routing / ABA Number, and Account Number.
  5. Add optional info: Name, billing address, shipping address, etc.
  6. Click Submit to save the record.

Use "Same as Billing" to copy address fields for shipping.

Searching and Viewing Customer Records

  • Navigate to Customer Vault → List Customers.
  • You can also search by Vault ID, customer name, account number, or billing ID.
  • You can also set a Start Date and End Date, or click the Calendar icon to choose a quick date range (e.g., this/last week, month, quarter, year, or 3/7/30/90/180/365 days).
  • Check the box for Only Show Expiring Credit Cards to focus on upcoming expirations.

Customer List View

Column Name Description
Customer Displays the customer's name. Click to view and edit their full profile.
Customer Vault ID Unique token ID assigned to the stored customer profile.
Actions Icons to: Run Sale, Authorize, Credit, Create Subscription, or send an Invoice.
Details Shows card expiration alerts and more.
Yellow triangle: Card expires within 30 days.
Red X: Card has expired.
Entry Time Timestamp of when the customer was added to the vault.

At the bottom of the Customer List screen, you can also Download Customers in the following formats:

  • Microsoft Excel (.xls)
  • Microsoft Excel 2007 (.xlsx)
  • Comma Separated Value (.csv)
  • JavaScript Object Notation (.json)

Editing or Adding Billing Methods

  • From the customer profile, click Add Billing Method.
  • Choose a new method (e.g., add an ACH account to an existing card record).
  • Enter the required information and click Submit.

Merchants can update payment details, but Billing ID numbers cannot be edited.

Record and Storage Limits

  • Each Customer Vault ID can store up to 255 billing/shipping records.
  • Character Limits:
    • Customer Vault ID: up to 36 characters
    • Billing/Shipping ID: up to 32 characters

Need Help?

If you need help activating or accessing the Customer Vault, please contact your Merchant Service Provider.