Product Role: Batch
The Batch product role grants access to submit and process bulk payment files through Connected Payments' SFTP server and batch API.
What You Can Do
- Submit Batch Files
- Process Token Payments
- Query Batch Status
Submit Batch Files
- Upload CSV files via SFTP
- Process multiple transactions
- Scheduled processing
- Automated reconciliation
Process Token Payments
- Process payments using stored tokens
- Bulk token transactions
- Recurring billing support
- Subscription processing
Query Batch Status
- Query batch status via API
- Retrieve processing results
- Monitor batch progress
- Download batch reports
Permissions
| Permission | Description |
|---|---|
| Submit batch files | Upload CSV files via SFTP for bulk processing |
| Process token payments | Process bulk payments using stored tokens |
| Query batch status | Check processing status and retrieve results via API |
| Retrieve masked PAN | Query token details for validation |
| Download reports | Access batch processing results and reports |
Available Services
Batch Submission
Submit bulk payment files via SFTP for automated processing.
What You Can Process:
- Purchases
- Refunds
- Captures
- Token-based payments
How It Works:
- Prepare CSV file with transaction data
- Connect to SFTP server with credentials
- Upload file to designated directory
- File automatically detected and processed
- Results available via API or email
For detailed file format, SFTP configuration, and examples, see:
Token Payments
Process bulk payments using previously stored card tokens.
Benefits:
- No need to re-enter card details
- Faster processing
- Lower decline rates
- Ideal for recurring billing
For token creation and management, see:
Batch API
Query batch status and retrieve processing results programmatically.
- Query Status
- Retrieve Results
Query Batch Status
Check the processing status of submitted batch files.
Returns:
- Batch ID
- Processing status
- Total records
- Successful records
- Failed records
- Error details
Retrieve Results
Download processing results and error reports.
Returns:
- Result file URL
- Transaction details
- Error messages
- Processing timestamps
For API endpoints, request/response formats, and code examples, see:
Retrieve Token Details
Query non-sensitive token information (masked PAN) for validation.
What You Can Retrieve:
- Masked card number
- Card type and expiry
- Cardholder name
- Token metadata
For API endpoints and detailed information, see:
Authentication
SFTP Access
Batch users receive SFTP credentials to upload batch files.
For batch credentials or SFTP access:
- Email: [email protected]
- Include your merchant ID and expected batch volumes
API Access
Batch users authenticate API requests using their username and password.