Credit Card Updates

This report will allow you to view the activity for the Credit Card Updater tool. You will be able to export a list of your billable updates (i.e. cards that were replaced, expiry updates, etc) and which members where checked but already up to date (non-billable).

Reports > Club Members > Card Updater

The parameters that you have to

From Date	The from date for your reporting period. Default is on month range.
To Date	The to date for your reporting period. Default is on month range.
Update Type	All Billable Updates: Allows you to filter by all the card updates that you will be billed for under the credit card updater service (Contact Customer, New Customer, New Expiry are all billable update types). This report filter will include all members that had their card information updated. All Updates: Allows you to filter for all updates, both billable and non-billable updates. This report filter will include members that had their card information updated along with all members that were checked but their card was currently up to date at the type of the check.

Report export in .CSV format.

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Here are the definitions of what will populate in your Card Updater report:

Website Name	The name of the website the club member belongs to.
Customer Number	Customer number of the club member.
First Name	First name of the club member.
Last Name	Last name of the club member.
Address	Address of the club member.
Address 2	The second address of the club member.
City	City that the club member lives in.
State	State that the club member lives in. (XX) Ex: California - CA
Zip	Zip code/Postal of the club member.
Phone	Phone number of the club member.
Email	Email address of the club member.
Credit Card Type	The type of card used for the transaction (Visa or MasterCard). Only Visa or Mastercards are supported by the credit card updater tool. All other card types will have to be updated manually.
Update Type	The type of action that was taken based on the response from Visa or Mastercard. Contact Customer: The club member was sent an email to contact the winery about their card information. This could be for various reasons such as: bad card information, an issue with their credit card account or closed account, etc. New Card: The club member's card on file was not longer valid. A new card was added and applied to the membership. (Note: The old card is not removed from the Manage Credit Cards section of the member's account. The old card can be manually deleted if necessary. The membership will be updated automatically with the new card number). New Expiry: The expiry information on the club member's card on file was out of date. The card on file was updated with new expiry information and the club membership will have updated card information. No Change:* The club member's card was checked but is up to date. No changes to the card information were made. No Response: Visa or Mastercard did not send back a response for the card number. Some examples may be newly issued cards that are not yet in the updater database or a card brand/bank that does not participate in card updater services with Visa/Mastercard. * Billable update.
Date Sent for Update	The date that the card information was queued up and sent to out for updating.
Date Updated	The date Vin65 received the updated information and made changes to the member's credit card information.
isBillable	Any update that is made to the club member's credit card is a billable update from Vin65. The number of billable items in the timeframe should match the number of updates on your Vin65 invoice. Yes or No field.

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Credit Card Updates Report FAQs

Why are there some updates that have <not available> for the club member information?

Why are there some updates that have <not available> for the club member information?

If a customer record is deleted after a club member's credit card has been sent over for an update check, the report will be unable to match the returned card information to a club member (contact record). When a customer record can no longer be found the report will use the place holder <not available> for customer information on updates that could no longer be matched to a club member account.

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