> ## Documentation Index
> Fetch the complete documentation index at: https://docs.switch.vaultera.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Data to Vaultera switch

We help you with a smooth migration from your current payment processor, ensuring uninterrupted business operations.

## Performing the Import Data Process

1. **Merchant initiates a request** to our team for data import
2. **We will share our PCI Attestation of Compliance (AoC) certificate** to the merchant
3. **Merchant requests a data export** (for both customer records and associated payment data) from their current payment processor, by providing Vaultera switch's PCI AoC certificate
4. **We will provide our public PGP key** for the merchant's current payment processor to encrypt their export data
5. **An encrypted CSV file** containing all the export data needs to be sent through SFTP by the merchant's current payment processor
6. **We will import the data**
7. **Post migration of data**, we will send updated customer-payment method reference IDs to the merchant

## Import File Format

The CSV file for import should be formatted in accordance with the following requirements:

* The first line contains the names of the fields
* Each subsequent line should contain the fields for a single record
* Delimit rows by a single newline character `\n` (not `\r\n`)
* Delimit columns by `,`
* Leave empty fields entirely empty (no character in between delimiters). You must not denote a missing field with NULL, N/A, or any other value
* Fields can't contain commas or newline characters (`\r` or `\n` or `,`) within a field
  * Example of what to avoid: `1st Ave\nApt 1`
* All rows must have the same number of columns
* Field names and values are case-sensitive
* Multi-line fields are not allowed
* Save the file in UTF-8 format (to support non-western characters)
* Encrypt the file using the public PGP key provided by Vaultera switch

## To Import Card Data

### Required Fields

| Field                             | Description                                                                                                                                                                                                                                            |
| --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `card_number`                     | Primary Account Number (PAN) of the customer card                                                                                                                                                                                                      |
| `card_expiry_month`               | Card expiry month                                                                                                                                                                                                                                      |
| `card_expiry_year`                | Card expiry year                                                                                                                                                                                                                                       |
| `payment_instrument_id`           | Unique reference ID of payment method saved (PSP token)<br /><br />**Note:** This is required for mapping to Vaultera Switch `payment_method_id`                                                                                                       |
| `original_network_transaction_id` | Original Transaction ID of the first transaction where the customer signed up for recurring payments. For example: Visa - Visa Transaction ID, Mastercard - Mastercard Trace ID.<br /><br />**Note:** This is only required for connector agnostic MIT |

### Optional Fields

**Note:** Billing details are mandatorily required if AVS (Address Verification Service) check is enabled.

| Field                        | Description                                                     |
| ---------------------------- | --------------------------------------------------------------- |
| `name`                       | Name of the customer                                            |
| `email`                      | Email ID of the customer                                        |
| `payment_method`             | Payment method used by customer (e.g., card - for cards import) |
| `payment_method_type`        | Payment method type used by the customer (e.g., credit/debit)   |
| `card_scheme`                | Card network (e.g., Visa, Mastercard, American Express)         |
| `phone`                      | Customer mobile number                                          |
| `phone_country_code`         | Country code of customer mobile number                          |
| `billing_address_first_name` | Customer first name for billing address                         |
| `billing_address_last_name`  | Customer last name for billing address                          |
| `billing_email`              | Billing email ID of the customer                                |
| `billing_address_line1`      | Street name/Address Line 1 of the billing address               |
| `billing_address_line2`      | Locality name/Address Line 2 of the billing address             |
| `billing_address_city`       | City of the billing address                                     |
| `billing_address_state`      | State of the billing address                                    |
| `billing_address_zip`        | Postal code of the billing address                              |
| `billing_address_country`    | Country of the billing address                                  |

## Other Payment Methods

To import other payment methods like SEPA, ACH, PayPal, Klarna, kindly reach out to **Vaultera [switch@vaultera.co](mailto:switch@vaultera.co)**.