You can set up a recurring automatic import of credit card transactions, or you can manually import the transactions every time. After import, you can view any errors in the form.

Note Note

Before setting up recurring credit card imports or manually importing credit card transactions, you must first import Axd documents. For more information about how to set up Axd documents, see Import Axd documents.

Set up recurring automatic import

  1. Click > > > .

  2. In the field, locate the folder where the credit card transactions are stored.

  3. Select a format for the folder name from the list.

  4. On the tab, click to define how frequently the credit card import should occur and then click OK.

  5. Click to define import status notifications.

Note Note

Microsoft Dynamics AX imports transactions in one format per batch import. If you have more than one format to import, you must create separate imports and separate folders to store the credit card transaction data. There should be at least one folder for each format type. If you do not create separate folders, Microsoft Dynamics AX will import the data the same way causing possible errors and unprocessed data.

Manually import credit card transactions

  1. Click > > > .

  2. In the field, locate the folder where the credit card transactions are stored.

  3. Select the name of the folder from the list and then click OK.

View import errors

  1. Click > > > .

  2. Select the exception record and then click to see the form or business logic related to the exception.

  3. Click to see more information about the exception.