Import a Token
The Tokens Import feature allows you to bulk-import saved payment methods for donors. A token is a secure, random string of characters (a digital substitute) provided by the processing company and represents a credit card that a donor has already saved with the processor.
If you have the actual credit card numbers, you may import those card numbers directly instead of a token.
This import is typically used when migrating data from another system or syncing existing stored payment methods into the platform.
The payment information—whether entered as a credit card number or token—will be saved to the donor’s virtual wallet for future use.
At this time, tokens are supported only by the following gateways:
Cardknox, USAePay, Cardcom, Pelecard, and Banquest.
Accessing the Tokens Import
In the left sidebar, navigate to List.
Under the List category, click Donors.
On the right side of the Donors screen, click the three-dot (More Actions) icon.
Select Import.
Choose Import Tokens.
Import Method Overview
Tokens are imported using an Excel template. Each row in the file represents one saved credit card linked to an existing donor.
The system uses the donor account number to associate each token with the correct donor record.
Excel Template Structure
In the Import Tokens window, click Download Excel Template.
The file will automatically download to your computer’s Downloads folder.
Open the file in Excel.
Click Enable Editing to begin entering data.
Column Descriptions
Donary Account
Enter the existing donor’s account number.
This donor must already exist in the system.
The token will be linked directly to this donor’s card, under wallet.
Credit Card Number
Enter the actual credit card number.
This column accepts credit card numbers only—not tokens.
This will be saved as a payment method for future transactions.
When entering a credit card number, do NOT fill in the token column.
Card EXP
Enter the card expiration date.
Token
Enter the token value provided by the processor.
This is the unique identifier representing the stored credit card.
The token is required for processing future charges using the saved card.
Important: The Credit Card Number and Token columns are two different ways to import a card to the donor's wallet.
Each entry must include either a Credit Card Number OR a Token, but not both.
You CAN include both types of entries in the same import.
Uploading the File
Save and close the completed Excel file.
Upload it through the Import Tokens window.
Once the upload begins:
The system processes the file automatically.
The user who initiated the import will receive an email notification with the import status.
If any errors occur, the email will include details.
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