Concept: Customer Credit Card Profiles
Workday provides 2 methods to create customer credit card profiles for your
CyberSource merchant account:
- A bulk upload for initial profiles.
- An individual upload for new or updated customers.
After you send customer data to CyberSource, access your CyberSource account to complete
the customer profiles by entering the full credit card information. Workday stores only
the credit card type, the expiration date, and the last 4 digits of the card number.
Before You
Begin
Before creating merchant customer profiles, configure a customer profile integration
with CyberSource.
The integration must subscribe to the
Customer Change - Event Lite Type
transaction to trigger an upload of individual customer profiles. You can configure
this subscription after you load initial customer profiles into CyberSource.Upload
Customer Credit Card Profiles
To load customer profiles into CyberSource, complete the
Upload Customer
Credit Card Profiles
task. The customer records must already include
credit card information.Add Credit
Card Information
Workday launches an integration when you create or edit the credit card information of a
customer. The integration uploads the profile information in CyberSource. The
customer record must include a billing address, billing phone number, and primary
email address. A customer can have multiple credit cards, but you must designate 1
card as the primary credit card. After you save the customer record, the
Credit Card Information
page displays the pending
customer profile transaction.Complete Customer Profiles
After the initial upload of customer information, Workday provides a link for you to
access CyberSource to complete the credit card information for that customer. The
Customer Profile ID in Workday corresponds to the Subscription ID in CyberSource.
You can specify the full credit card number to save the customer profile for future
authorization and payment processing.