Downloading Customer Profiles in Customer Information Manager (CIM)

You can download your customer profiles in Authorize.net's Customer Information Manager (CIM) at any time by following these steps:

1. Log into the Merchant Interface.
2. Select Tools from the main toolbar.
3. Select Customer Information Manager from the menu on the left.
4. Select Advanced Search. The Customer Information Manager Advanced Profile Search page appears.
5. Enter any relevant search criteria. For all customer profiles, do not enter any search criteria.
6. Select Search. The customer profiles appear.
7. Select Download To File. A pop-up confirmation window appears.
8. Select Download File. The browser prompts you to open or save the file.

For security reasons, your customer profiles do not include payment profile data, such as credit card numbers.

Viewing in Excel:

1. Open Excel.
2. If you are using Office 2007, click the Office Button in the upper left corner. For older versions of Office, click the File option on the menu bar near the top of the Excel window.
3. Click Open. A pop-up window will appear, allowing you to open files.
4. Change the file type to Text Files, select the CIM Profile download, and click Open. The Text Import Wizard will start.
5. Select Delimited File.
6. Click Next.
7. Choose Tab delimiter.
8. Click Finish.

Fields Included in Download:

• CustomerProfileID
• CustomerID
• Email
• Description
• ProfileType
• PaymentProfileID
• ShippingProfileID
• FirstName
• LastName
• Company
• Address
• City
• StateProvince
• ZipPostalCode
• Country
• Phone
• Fax
• PaymentType
• CardNumber (Only the last four digits will be provided)
• CardExpirationDate (Will be completely masked)
• BankAccountNumber (Only the last four digits will be provided)
• BankRoutingNumber (Only the last four digits will be provided)
• NameOnBankAccount
• BankAccountType
• BankName
• CustomerType
• CreationDate