How to Export Transactions from Your Submerchant Portal
1. Introduction
Purpose of the video: To demonstrate how to export transactions using the Submerchant Portal.
2. Viewing Transactions
Default view: All transactions are displayed on the screen.
Selecting a specific date range:
Example: Choose transactions from the previous year.
Action: Click "apply" to filter by date.
3. Filtering Transactions
Purpose of filtering: To narrow down transactions to specific types.
Steps to filter:
Select transaction types:
Funded transactions for credit cards (Visa and MasterCard).
Conveyed transactions for American Express.
Action: Click "apply" to limit displayed transactions.
4. Exporting Transactions
Action: Click "export" to generate a CSV file.
Timeframe: Exporting typically takes 2 to 5 minutes.
5. Conclusion
Summary: Steps to export and filter transactions via the Submerchant Portal.
Note: Data is current up to October 2023.