How to do a batch upload in the Virtual Terminal

You can upload a file containing multiple of the same type of transactions through a batch upload using the Virtual Terminal function.

Here are the steps to perform a batch upload

1. Sign into the NAB Gateway portal.
2. From the left navigation panel, select ‘Virtual Terminal’.
3. Select ‘Batch Transaction Upload’.
4. Select the type of batch upload you want to do (e.g. Sales) from the Download template menu and open the file in Excel.
5. Save the file locally as a CSV (Note, only CSV files can be uploaded).
6. Enter a number next to the batchID (e.g. 001 to be the first batch).
7. Enter the number of records next to recordCount – to specify that number of records to be batch uploaded.
8. Autofit the columns so that you can view the full titles. The fields that must have a value will be displayed with an asterisk (*).
9. Enter your reference code in the merchantReferenceCode* field.
10. Enter AUD in the purchaseTotals_currency* field.
11. Enter the transaction dollar amount in the purchaseTotals_grandTotalAmount* field.
12. Enter the first and last name for your customer in the billTo_firstName* and billTo_lastName* fields.
13. Enter the email address and street address for each customer in the relevant address fields.
14. Select columns N-V (where the card account details are entered) and change all of their formats to Text by right clicking > format cells.
15. Enter the credit card number in the card_accountNumber* field.
16. Enter the expiration month in the card_expirationMonth* field (e.g. 01 for January).
17. Enter the expiration year in the card_expirationYear* field (e.g. 2025).
18. Enter the card type in the card_cardType* field (001 for Visa, 002 for Mastercard, 003 for American Express)
19. Enter the CVV indicator in the card_cvIndicator field (0 if not using CVV, 1 if you are using CVV)
20. Enter the CVV in the card_cvNumber field (if you selected 1 in the previous field).
21. Save the file as a CVS filetype and close the file.
22. Return to the Batch Transaction Upload function in the NAB Gateway Portal
23. Select ‘Upload Batch’.
24. Enter the batch reference number in the Batch Reference Notes field.
25. Enter your email address in the Email to Receive Status Update* field.
26. Select the CSV file via the Browse button.
27. Click ‘Submit’ to upload the batch.

If the batch has been successfully uploaded, a confirmation will be displayed on the NAB Gateway Portal and an email will be sent to your email address confirming the upload as well as the number of records uploaded.

To view the relevant transactions, please navigate to the ‘Transactions’ dashboard and select the relevant transactions that have been processed successfully.