The steps below describe how to generate an alpha-numeric data key (Moneris Vault token) that is associated with a customer profile you will create by capturing payment card details, billing address details, and personal customer details, including a customer ID and contact information.

Note: When you save the profile, your Moneris Go portal store simultaneously processes a zero-dollar Verification transaction, which sends captured payment details, including billing address details (if submitted) to the card issuer and an address verification service (AVS). You can subsequently view the results of the Verification transaction and decide whether to retain or delete the profile.

1. Log into the Moneris Go portal and access the store through which you want to create the Vault customer profile (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Customers.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu"icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Customers" page displays (shown below), click on the Create profile button.
   Note: Any profile that was created within the date range specified in the calendar will be listed in the report.
   
4. When the "Create profile" page displays (shown below), go to the next step.
   
5. Go to the "Customer details" module (shown above), and optionally fill in the fields:
   Note: If you fill in the "Customer ID", "Phone number", and "Email address" fields, it will make it easier to subsequently retrieve the profile in a report should you ever need to update/delete the profile.
   1. In the Customer ID field, optionally enter a customer identifier.
      Note: Any data that you enter in this field will populate the "Custom ID" field of the Verification transaction that results when you save this profile.
   2. In the Phone number field, optionally enter the customer's phone number.
   3. In the Email address field, optionally enter the customer's email address.
   4. In the Special instructions field, optionally enter additional information about the profile.
6. Go to the "Payment details" module (shown above), and fill in all the fields:
   1. In the Credit card number field, enter the customer's/cardholder's credit card number. (Some card brands support debit card manual entry in this field.)
   2. In the Expiry date field, enter the credit card's expiry date (mm/yy).
   3. In the Security code field, enter the credit card's 3- or 4-digit card verification number (this number will not be stored in the profile).
7. Go to the "Address verification" module (shown above), and optionally enter the customer's/cardholder's billing address:
   1. In the Street address field, enter the cardholder billing street address.
   2. In the Postal code field, enter the cardholder billing postal code.
8. When you are finished capturing the profile details, click on the Save button.
   Note: This action triggers Moneris Go portal to initiate a Verification transaction, which is sent to the Moneris host for processing as a zero-dollar transaction. If the Verification transaction is approved, the Vault customer profile will be successfully created (see Moneris Go portal - Verification transaction: Vault customer profile).
9. When the "Profile successfully created" response displays, the operation is complete.
10. When the page refreshes into the "Profile details" page (shown below), the profile's unique data key will be listed in the "Customer details" module.
    

The steps below describe how to view/initiate a Vault customer profiles report listing all saved profiles created in your Moneris Go portal store for a specified date. Report headers include "Data key" (alpha-numeric Vault token string), "Date created", "Customer ID", "Email", "Phone no", and "PAN" (first four and last four digits of the card number).

1. Log into the Moneris Go portal and access the store in which you want to view/initiate the Vault customer profiles report (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If multiple stores are linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Customers.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu"icon in the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Customers" page displays (shown below), it will list any profile that was created within the calendar week (Sunday to Saturday):
   Note: To narrow the search by data key, customer ID, email, or phone number, enter a full or partial data key, customer ID, email, or phone number in the Search by data key, customer ID, email, or phone number field.
   
4. You can do any of the following:
   • To view the details of a listed profile, click on the desired profile to open it.
   • To export the report results, see Moneris Go portal - Exporting a Vault customer profiles report.
   • To view/export a list of financial transactions associated with a profile, see Moneris Go portal - Financial transactions associated with a Vault customer profile.
   • To update the details of a profile, see Moneris Go portal - Updating a Vault customer profile.
   • To delete a profile, see Moneris Go portal - Deleting a Vault customer profile.
   • To change the report calendar date, click on the calendar icon, and select a date, or customize a date range of your own (for instructions, see Moneris Go portal - Selecting a Vault customer profiles calendar date).
   • To change the number of hits listed on the page, click on the "Show # per page" drop-down, and select a number (10, 25, or 50). To advance to the next page or last page, click on the Next page > icon or the Last page >> icon respectively. To go back to the previous page or the first page, click on the Previous page < icon or the First page << icon respectively.

The steps below describe how to use the Vault customer profiles report calendar functions to specify a desired profile creation date or date range.

1. Initiate a Vault customer profiles report (see Moneris Go portal - Vault customer profiles report).
2. When the "Customers" page displays (shown below), click on the calendaricon to display the date-range drop-down. Do one of the following:
   
   To select a pre-defined date range:
   1. When the date range drop-down displays (shown below), click on the desired date range (Today, Yesterday, This week, Last week, This month, Last month, This quarter, or Last quarter).
      
      To customize a date range of your own:
      1. In the date range drop-down (shown above), click on Custom range.
      2. When the calendar displays (shown below), click on a start date to highlight it.
         Note: To roll the calendar month/year backward or forward, click on the back ˂ icon or the next ˃ icon beside the month/year shown in the calendar header until you reach the desired month/year. Alternatively, you can click on the down ˅ icon beside the month/year, and then select a specific month/year.
         
      3. Click on an end date to highlight it.
         Note: To roll the calendar month/year backward or forward, click on the back ˂ icon or the next ˃ icon beside the month/year shown in the calendar header until you reach the desired month/year. Alternatively, you can click on the down ˅ icon beside the month/year, and then select a specific month/year.
      4. Click on the calendar's Apply button.
      5. Wait while the request is processed.

The steps below describe how to view and/or export a listing of approved/declined Purchases, Preauthorizations, and independent Refunds that were processed in the last 13 months using the data key (tokenized card data) from a saved Vault customer profile in your Moneris Go portal store. 

Note: If you want to retrieve transactions older than 13 months, please access Merchant Direct.

1. Initiate a Vault customer profiles report to retrieve the profile for which you want to view the list of associated financial transactions (see Moneris Go portal - Vault customer profiles report), and then click on the desired profile to open it.
2. When the "Profile details" page displays, scroll to the "Transaction history" area (shown below) to view the list of Purchases, Pre-authorizations, and independent Refunds that were processed using the data key from this profile.
   Note: Financial transactions are listed by "Date", "Type", "Order ID", "Amount", and "Status".
   
3. If you want to export the transactions to a spreadsheet file (Excel or open document format) or a text file (comma separated values format), do the following:
   1. Click on Export in the upper right corner of the "Transaction history" area.
   2. When the "Export options" dialog displays (shown below), select the radio button beside the desired export file format (ODS, CSV, or EXCEL).
      
   3. Click on the dialog's Export button.
   4. When "File downloaded successfully" displays, the operation is complete.
      Note: When your device prompts you to save the downloaded file, save the file to the desired location.