Managing Cards in the Marqeta Dashboard
Use Card Management in the Marqeta Dashboard to manage your card products. Card Management includes tools for exploring your card products by creating either single cards or cards in bulk from your card products.
Using Card Management, you can view all of the card products configured for your program, and:
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View all configured card products (virtual and physical) and relevant information.
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Order cards from existing card products (either single or in bulk).
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View the results of bulk card ordering file uploads.
The basics
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To manage card products, log into the Marqeta Dashboard, select Dashboard in the upper-left corner, then select Card Management > Card products in the sidebar. For more on accessing the Marqeta Dashboard, see Accessing the Marqeta Dashboard.
How to…
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Viewing a list of card products
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Viewing card product details
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To view a list of card products:
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Select Dashboard in the upper-left corner, then select Card Management > Card products in the sidebar.
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Select the card product to view. Detailed information includes card product information and information on product velocity and authorization controls.
Card product information
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| Field | Description |
|---|---|
Start Date |
The start date of the card product. |
Network |
The network associated with the card product. |
Classification |
The classification of the card product: consumer or commercial. |
BIN Prefix |
The prefix of the bank identification number (BIN). |
Token |
The card product identifier. |
Type |
The type of card product: debit, credit, or prepaid. |
Fulfillment Provider |
The fulfillment provider: |
Funding |
The type of funding, such as prefunded. |
Package ID |
The identifier for the package. |
Program ID |
The identifier for the program. |
Card product velocity and authorization controls
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| Field | Description |
|---|---|
Usage type |
How the card is used: Multi-use or single-use. |
MCC auth control |
Controls the expiration of authorizations and automatic increases to the authorization amount. |
Deny list MCC |
Merchant category codes for merchant types added to the deny list. |
Velocity control |
Velocity controls applied to the card. |
Creating a card
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You can manually create a card or create cards in bulk by uploading a file that contains the information about the cards to create. When you create a card, a card is created from a card product. When you manually create a card, you will create a single card and will need to enter the details. For bulk card creation, the details are entered into a file that can be uploaded to create multiple cards from the card program.
Manually creating a card
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When you manually create a card, a new card is issued from the currently selected card product. To manually create a card:
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Select Dashboard in the upper-left corner, select Card management > Card products, and then select a card product.
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In the upper-right corner, select Create card > Manual create card.
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In Manual create card, enter the details for the card.
Name line 1
Name for card personalization.
Name line 2
Additional name information, if necessary.
Cardholder signature
A PNG image of the cardholder’s signature.
Expedite
Indicated whether to expedite the manufacturing time at the provider’s site. Shipping will not be expedited.
Shipping method
The card shipping method: LOCAL MAIL, TWO DAY, OVERNIGHT, or INTERNATIONAL
Card carrier
Select + Add card carrier to open the popup window. Enter the logo file name, a message line, and for Carrier return window, specify a PNG image to display in the return address window of envelopes used to send cards to cardholders. Select Add card carrier.
Return address
Select + Add address to open the popup window. Enter the address information, and select Add address.
Shipping address
Name and address where card is to be shipped.
Card user name
First and last name of the card user.
Deny list MCCs
Merchant category codes (MCCs) to deny. To add additional MCCs, select + More MCCs.
Usage type
How the card is to be used: Multi-use or single-use.
Velocity control
Any amount and usage controls for a given time interval within the preconfigured controls. To add an additional control, select + Add velocity control and enter the control details.
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Select Create card.
Creating cards in bulk
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To create cards in bulk:
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Download the template.
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Create the bulk upload file.
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Create the object rows.
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Upload the file.
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View the response report.
Each of these steps is described in detail in the following sections.
Download the template
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To download the template:
Create the bulk upload file
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Using the template, create and populate your upload file. The file must conform to the following requirements:
| Requirement | Description |
|---|---|
File format and size |
The bulk upload file must be in .csv format and not exceed 10 MB in size. |
Header row |
The first row of the CSV file must begin with
|
Comments row |
The |
Object rows |
Each row after the |
Create the object rows
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To create a new object, begin a new row in the CSV file after the Comments row with the keyword CREATE.
To update an existing object, begin the row in the CSV file with the keyword UPDATE.
The CREATE action represents a POST request to the Core API of the Marqeta platform, while the UPDATE action represents a PUT request.
Follow either action with a comma-separated list of values that matches the fields you included in the HEADERS row, such as CREATE, true, myUserToken, John, Smith.
For each object row of the CSV file, you must specify whether you are creating or updating a user, card, or funding request.
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For rows that create or update a user, set
ApplyToUsertotrue. -
For rows that create or update a card, set
ApplyToCardtotrue. -
For rows that create a funding request, set
ApplyToFundstotrue.
Warning
You can create a new funding request, but you cannot update an existing request.When creating an object, you must include one of the following field names in the HEADERS row with the appropriate value for each record:
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To create a User object – no required field.
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To create a Card object –
CardProductToken. -
To create a Funding Request object –
FundsAmount.
Upload the file
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To upload the bulk file:
View the response report
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After the Marqeta platform processes your bulk upload file, it generates a response report containing your complete request along with response data for each record in the file. Depending on the size of the upload file, the report may take several minutes to generate.
To view the report:
In Card products, select Bulk card response in the upper-right corner.
If you do not see the report for the upload file, check back after 20 to 30 minutes.
Recovering from an error
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If any of the object rows in your bulk upload file generate an error during processing, the Marqeta platform includes the error in the response report. For each object, a description of the error is returned in one of the following fields:
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UserMessage, ifApplyToUseristruein the request. -
CardMessage, ifApplyToCardistruein the request. -
FundsMessage, ifApplyToFundsistruein the request.
To correct your bulk upload file, update each object row of the response report file based on the errors returned by the Marqeta platform. When ready, upload the response report file.
Warning
Do not modify the filename or other elements of the response report file.Do not re-upload the original bulk upload file.