Checking for customers' stored cards, rejections and exporting data from BIP

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This article gives information on how to filter for specific data (eg. who has stored their card, how many transactions were declines, and export this data from the BIP for further analysis)

 


How do I pull a file of all of the unsuccessful transactions that we have to pay for?

You would need to pull this from the system on a monthly basis.

1. Select period
2. Select filter STATUS - "REJECTED"
3. Once the desired transactions are displayed on the page then click on the “Export” icon.
You can find this icon below the “Search” button. It looks like the common “save” icon
4. In the popup window that opens select the data fields for the transactions you want to export.
5. You can select and deselect fields by moving them to the right or left box respectively

If you don’t get any popup window, please make sure you don’t have a popup blocker active

6. Now select the parameters for the file format you would like data to be in.
7. Click on the button “export” to download the file.




I would also like a file to show who tokenized their card so I can double check it against the line item raised on the invoice.



1. Select period
2. Select filter TYPE - "RG" - This is the payment code for the REGISTRATION transaction
3. Once the desired transactions are displayed on the page then click on the “Export” icon.
You can find this icon below the “Search” button. It looks like the common “save” icon
4. In the popup window that opens select the data fields for the transactions you want to export.
5. You can select and deselect fields by moving them to the right or left box respectively

If you don’t get any popup window, please make sure you don’t have a popup blocker active

6. Now select the parameters for the file format you would like data to be in.

7. Click on the button “export” to download the file.








More info here : https://support.peachpayments.com/hc/en-us/articles/200694466-How-do-I-export-transaction-data-from-the-BIP-

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