Import Credit Card - Generic

This feature allows for the importing of Credit Card transaction information into the Unanet system.   Credit Card transactions are loaded into a central repository where Expense users can subsequently transfer line items to specific expense reports, identifying which expense type each transaction will be associated with.  Note you cannot associate imported transactions with Advance or Cash-Return expense types.

The Enable Credit Card Functionality (unasense.creditcards.enable) property must be enabled for end users to access the imported credit card transactions.


This screen is available to users having any of the following roles: Administrator and P&R Administrator


This feature is available with any Unanet edition.

Performance Tip Note:  Depending on the number of users in your installation and other factors such as the overall performance of your platform, the activity of importing one or many files may take up to several minutes.  Should this be the case with your installation, you may want to consider running these processes at non-peak times to minimize database contention.


Topics covered on this help page include:


You may also be interested in:

Import File Record Layout



Field Header Name





ALWAYS REQUIRED.  This field contains a credit card number (or other number that will uniquely identify a credit card transaction as belonging to a particular credit card account holder).  Transactions will become available to specific users by mapping this number to a credit card number stored in their person profile record.

Note that credit card numbers are stored in Unanet in an encrypted format for security purposes.

Maximum Length: 32 characters




ALWAYS REQUIRED.  This field contains the date associated with the credit card transaction.

Recommended date format:   yyyy-MM-dd    See Allowable Date Formats for more options.




ALWAYS REQUIRED.  This field contains the credit card transaction amount.  It can be positive or negative.

The value in this field will be imported to have the same currency as defined by the System Base Currency (  property.  There is currently no support for importing transactions made using another currency.

This field accepts a numeric value up to 13 positions to the left of the decimal and 2 positions to the right.




ALWAYS REQUIRED.  This field contains the name of the vendor associated with the credit card transaction.

Maximum Length: 255 characters


Note: Check out the Unanet Data model for specific field data types, lengths, and other attributes.

Import File Format

The file to import must be saved in a comma delimited format.   The fields can be enclosed in double quotes -- which would be particularly necessary should the data being imported contain commas.  

Excel Template

You can create the comma delimited import file with any number of tools.  For those interested in using an Excel spreadsheet to create the file, you can download an Excel Template with predefined headers and required fields noted.  

See the Excel Tips regarding the use of double quotes and more.

Import Screen

The Import Credit Card - Generic screen simply looks like:

Field Descriptions:



Type of Import

Select the appropriate import type from the list of available types of imports.

File to Import

Enter (or browse for) the file that you would like to import.

Output Options

Specify the level of detail included in the output.

Purge All Records Imported Before

Previously imported credit card transactions will be purged after a predefined number of days if they are not associated with an expense report or if the transaction is associated with an expense report that is in the COMPLETED or EXTRACTED status. The number of days before purging is controlled by the Purge Imported Transactions Older Than (unasense.creditcards.import.purge_days) property in the file.  The default is set to 90 days. Setting this property to a value of 0 (zero) will prevent imported transactions from ever being purged.

Payment Method

Specify the default payment method to be associated with the imported credit card transactions.   Available values will include active Payment Methods allowed for P&R use.


The import process is triggered by pressing the Import button.  All Warnings and Error messages are written to the screen and can then be saved if desired.  While some line items may be found invalid and rejected, the remaining line items will be successfully imported and saved in the database.  The rejected line items will be written out to a file on the Unanet server as well as displayed at the bottom of the user feedback screen.  The rejected record file name will be UnanetGenericCreditCardImportErrorxxx, where xxx is a randomly generated number.  The file will be placed in the Unanet temporary directory (which is defined by the Temp Directory (Fully Qualified Directory Name) (unanet.temp_directory) Unanet property).

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