Sending Files

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Data Areas

Integrating with Envisso requires sending data from 4 key areas:

• Merchants — List of merchants and the details associated with them.
• Authorisations — Data associated with the authorisation of a transaction.
• Transactions — Data associated with purchases and refunds.
• Disputes — Data related to disputes (formerly known as chargebacks) that occur on a transaction event.

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Integration Steps

Integrating with Envisso is a 2-step process:

1. Provide an initial historic data bulk upload for each file, via SFTP.
2. Create an automated process to deliver daily update files, via SFTP.

The initial bulk upload of historic data must occur on the same day as the first automated file delivery to prevent any data gaps.

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Initial Bulk Upload and Frequency of Update

The frequency of update and the parameters of the initial bulk upload of historic data:

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File Encoding

All files must be encoded using UTF-8 to ensure consistent handling of special characters and international text across systems and prevent data corruption during processing. Other encodings (such as ISO-8859-1, UTF-16, or Windows-1252) are not supported. Files with incorrect encoding will be rejected. You can verify file encoding using either of these methods:

1. Use the file command in Unix/Linux: file -i your_file.csv. The output should include charset=utf-8.
2. Open the file in a modern text editor like VS Code or Sublime Text and ensure UTF-8 is displayed in the status bar at the bottom of the editor’s window.

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Optional Columns

Columns marked as “optional” in the specification should still be included in your CSV files. The designation “optional” indicates that the column may contain empty values for some records, not that the column can be omitted entirely. We recommend that:

• all specified columns are included, both required and optional
• data for optional columns is provided whenever possible
• empty values in optional columns are represented as empty fields in the CSV (two consecutive commas)

More complete data enables our models to deliver better insights and recommendations.

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File Delivery Times

The daily files containing the previous day’s data should be delivered within a consistent time window each day. If there are any issues with this timeframe, contact your Envisso contact.