Module: Campaign

Topic: BIN List

Version(s):  5.1 & up

Editions: All

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What Is The OLX BIN List Import

This import allows you to import lists of BIN lists that can allowed or disallowed during payment processing of a new order in your OrderLogix instance.

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Making The Connection

Where Will I See This Within OLX?

Sales > Enter a new sale

What Reports Can Be Pulled?

1. at this time there are no reports that can be pulled

What Imports/Exports Relate to OLX BIN List Import

1. at this time there are no additional imports/exports related to BIN Lists

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Trouble Shooting

1. order is not checking BIN List

1. Credit Card BIN File Script Rule

Setup

Import Configuration

1. Category = Other
   
2. Import Type = OLX BIN List Import
   
3. Data Source
   
1. Upload
   
1. 
   
2. This will allow you to upload a file directly from the device you are working from
   
3. Select Choose File to initiate a file window popup that will allow you to navigate to the specific file you are trying to upload
2. FTP
   
1. 
   
2. Server Address - This is the host name of the server where files will be collected from. An IP address can also be used.
3. Server Port - This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.
4. Folder - This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.
5. User Name - This is the username for the remote server.
6. Password - This is the password for the remote server.
7. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)
3. SFTP (SSH)
   
1. 
   
2. Server Address - This is the host name of the server where files will be collected from. An IP address can also be used.
3. Server Port - This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.
4. Folder - This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.
5. User Name - This is the user name for the remote server.
6. Password - This is the password for the remote server.
7. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)
4. FTPS (SSL)
   
1. 
   
2. Server Address - This is the host name of the server where files will be collected from. An IP address can also be used.
3. Server Port - This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.
4. Folder - This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.
5. User Name - This is the user name for the remote server.
6. Password - This is the password for the remote server.
7. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)
5. Email
   
1. 
   
2. Mail Server - The name of the email server you are using.
3. Login - This is the user name for the mail server.
4. Password - This is the password for the mail server.
5. Server Port - Unless instructed otherwise this should be set to 110
6. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)

Configuration Tab

1. File Includes Header Row
   
1. if the file you are importing contains headers check this box
2. BIN List file name
   
1. if you are importing a new file set the file name for the database here
   
1. once file is imported this name will be listed in the drop down below (see Update existing BIN List file)
3. Update existing BIN List file
   
1. if you do not want to create a new file but want to update an existing file select the file to update from the drop down

Notice this is to Update an existing file. You must import the whole file with changes/additions - this will not add single lines to the record selected, it will overwrite all data to the file you are importing.

1. Associate list to Client
   
1. select one client to associate this file to
   
2. this selection only applies to new files importing for the first time (see BIN List file name above)
   
3. this selection will not overwrite when selecting a file from dropdown above (see Update existing BIN List file)
   

Decryption Tab

1. None
   

1. no decryption method will be used
2. 
   
2. Zip
   
1. the password entered here is the password needed to unzip the file and pull the information into the system
2. 
   
3. PGP
   
1. PGP Key Option - select the PGP from the drop down
   
2. Verify passphrase - this must match the passphrase associated to the selected PGP above
3. 
   

Results Tab

Spec

Import Definitions:

Attachments