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Sending Zen Planner your Payment Account Information

The first step in uploading your payment account data to your new Zen Planner database is to obtain your payment account data from your current provider.

Reach out to your current payment processor to request your data, find out the expected turnaround time for them to provide the data to you, and any possible additional fees they may charge to provide the data to you. 

  • Please note: the data in the files must be unencrypted when uploaded
  • If you or your processor insist on uploading a password protected file, you MUST send the password in an email to onboarding@zenplanner.com. The message MUST only contain the password and no other info about the file or its location.

 

Some payment processors will not provide unencrypted payment account data directly to you but instead will want to upload it directly to Zen Planner. Click here to jump to instructions on how to have your current processor upload the file to Zen Planner.

 

I Have My Payment Account File

Follow these directions if your current processor has directly sent you the unencrypted payment account file.

First, ensure that your file is TXT, CSV, XLS, or XLSX format. 

 

Second, make sure you rename your file to include your business name as it appears in the upper left-hand corner of your Zen Planner database. This is VERY IMPORTANT as it allows us to make sure your file is linked to your database.

NO SPACES IN THE FILE NAME, use the underscore symbol on your keyboard to indicate spacing between words.

For example:

Business name in Zen Planner:  Joey's Gym New Cambridge West

Wrong way to name the file: Joeys Gym New Cambridge West.xls

RIGHT WAY TO NAME THE FILE: Joeys_Gym_New_Cambridge_West.xls

 

Finally, upload your file through your database by navigating to this page:

 

Click the 'Choose File' button to select your file from your device.

After you select your file, click the 'Upload' button.

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You will receive a message confirming the successful upload of your file.

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PLEASE NOTE: Your payment account data will not be available immediately. Your onboarding coach will notify you once the payment account data has been uploaded to your database. 

 

My Current Processor Will Upload the File Directly to Zen Planner

Follow these directions if your current processor will be uploading the payment account data file.

You will navigate to: 

Click the 'Generate Link' button, then copy/paste the secure link into a message to your payment processor. The link is valid for 3 weeks from the date it is generated, but you can create a new secure link at any time.

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Please feel free to copy & paste the following directions into a message to your current payment processor, remember to add the unique link & the link expiration date to your message:

+++++++++++++++++++++++++++++++++++++++++++++++++

The data in the file must be unencrypted when uploaded.

Please ensure that the payment account data file is in TXT, CSV, XLS, or XLSX format. 

Also, make sure you rename the file to include the business name. This is VERY IMPORTANT as it allows us to verify that the file is linked to the correct Zen Planner account.

NO SPACES IN THE FILE NAME, use the underscore symbol on your keyboard to indicate spacing between words.

For example:

Business name in Zen Planner:  Joey's Gym New Cambridge West

Wrong way to name the file: Joeys Gym New Cambridge West.xls

RIGHT WAY TO NAME THE FILE: Joeys_Gym_New_Cambridge_West.xls

 

Click this secure link before <<LINK EXPIRATION DATE>> to access the dedicated payment account upload page for this business in Zen Planner:

<<PASTE THE SECURE LINK YOU GENERATED IN YOUR DATABASE HERE>> 

Click the 'Choose File' button to select the correct file to upload, then 'Upload' to upload to our secure server.

Upload_with_link__1.png

 You will receive a message confirming the successful upload of your file.

success.png

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PLEASE NOTE: Your payment account data will not be available immediately. Your onboarding coach will notify you once the payment account data has been uploaded to your database. 

 

For additional help, consult the support site, or reach out to Zen Planner tech support.

  • Toll Free:  866-541-3570; 7a-4p MST
  • Email:  help@zenplanner.com
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