Managing your contacts

You can add as many contacts as you'd like into your account. Simply log into your account and click Contacts on the left-hand menu. Click Add Contact to bring up the list of fields you need to fill out.

• To add a contact enter the following required fields:

      - First Name

      - Last Name

      - Email Address

• Optional Fields (not required):

      - Route

      - Account

      - Phone

      - Address 1

      - Address 2

      - City

      - State

      - Zip code

Click Save when finished.

*Note: It will not allow you to create more than one contact with the same email address. Each email address can only be entered one time. If you add a contact with the same Email Address as an existing contact, the First Name and Last Name of the existing contact will be updated.

Video Tutorial

To process a transaction in the virtual terminal, Email, First Name and Last Name are required. To avoid entering this information with each transaction use the Default Contact Settings located in the Basic Settings Options. These settings allow you to set a default contact email, name, or reference ID to be used in a virtual terminal and can be overwritten if needed when running a transaction. The option to use the default contact is found when creating a virtual terminal. 

Uploading your contacts is a simple process:

1. First go to Contacts 
2. Create your upload file (more details below)
3. Click on Upload Contacts
4. Click on the Browse option to search for your file
5. Once you have selected your file, click Submit and your contacts will be imported

Creating Your Upload File:

1. Go to the Contacts tab
2. Click on the Upload Contact List button 
3. Download the Sample File through the link located at the bottom of that page,
4. Fill it out the file you just downloaded
5. Upload the file

You'll see your new contacts appear within a few minutes.

As your contacts update email addresses or phone numbers you will need to update your account with their current information. Follow the steps below to learn how to edit your contacts:

1. Login to your account and select Contacts

2. Locate the contact you wish to edit and click the edit icon located in Options

3. Make the changes you wish to make and click the check mark located in the Options column to save your changes.

4. If you made a mistake and do not want to save your changes, click the X in the Options column to revert to your last saved changes

Under the Contacts tab, simply do the following:

1. Enter the Contact's First Name, Last Name, Email Address, or Phone Number into the appropriate search box

2. Linked2pay will look for contacts in real-time as you type in your contact's information

3. The page will display all contacts that meet the search criteria entered

Note: The search function makes it easy to edit your Contacts

You have the option to delete one contact at a time or multiple contacts at once. Follow the steps below to see how to delete a contact:

1. Click on Contacts located on the left-hand menu
2. Find the contact(s) you wish to delete and check the check box to the left of each contact
3. Click on the red Remove Contact(s) button and confirm you would like to delete the selected contact(s)

Note: At any time, you can add the contact back into your system.

The customer ID represents a universal field that can be referenced in your account. Examples of customer IDs could be an invoice number, account number, or client number. The Customer ID Manager allows you to populate reference ID data to be used as a drop down selection in your virtual terminals and online forms. Follow the instructions below to enter Customer ID data:

1. Log into your account and select Contacts 

2. From the contacts page select Customer ID Manager

3. Select Add Customer ID

4. Enter the Value as it should appear in the drop down and click save

*Note: To edit any of your reference IDs, select the pencil icon on the right hand side.

Looking to start processing right away without waiting for a customer to pay you via phone, in office visit or online? Then uploading your customer's card information is definitely the way to go! This feature allows you to upload your customer's full information and run transactions without long waiting periods. To use this feature, please follow the quick directions below:

1. Go to Settings and from there select Credit Card Settings

2. Select the Upload Customer Card Data button

3. From there, download the sample file that's available for you to use as a guide

4. Make sure to fill out all the information on the spreadsheet and upload it back to the system

5. Once you see the success message you're good to go! The contact and their card information has been added to the system!