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10 minute read
April 27, 2022

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:

  • View all configured card products (virtual and physical) and relevant information.

  • Order cards from existing card products (either single or in bulk).

  • View the results of bulk card ordering file uploads.

The basics

To manage card products, log into the Marqeta Dashboard and select Card Management > Card products from the sidebar. For more on accessing the Marqeta Dashboard, see Accessing the Marqeta Dashboard.

Card management

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Viewing a list of card products

To view a list of card products, go to Card management > Card products. The current card products are displayed with summary information, including the network, classification type, and BIN prefix.

Card management

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Viewing card product details

To view a list of card products:

  • Go to Card management > Card products.

  • Select the card product to view. Detailed information includes card product information and information on product velocity and authorization controls.

    Card product

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Card product information
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: PERFECTPLASTIC, ARROWEYE, or IDEMIA

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
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

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

When you manually create a card, a new card is issued from the currently selected card product. To manually create a card:

  • In Card Management > Card Products, select a card product.

  • In the upper-right corner, select Create Card > Manual create card.

    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.

  • Select Create card.

Creating cards in bulk

To create cards in bulk:

  • Download the template.

  • Create the bulk upload file.

  • Create the object rows.

  • Upload the file.

  • View the response report.

Each of these steps is described in detail in the following sections.

Download the template

To download the template:

  • In Card Management > Card Products, select a card product.

  • In the upper-right corner, select Create Card > Bulk create cards.

    Download template

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  • In Bulk create cards, select Download CSV template in the upper-right corner.

Create the bulk upload file

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 HEADERS, followed by a comma-separated list of the field names you want to include for each record in the file. For example:

"HEADERS, ApplyToUser, UserToken, UserFirstName, UserLastName"

Comments row

The COMMENTS row of the CSV file is ignored—these descriptions are provided to help you populate the template.

Object rows

Each row after the COMMENTS row represents a new or updated object on the Marqeta platform.

Create the object rows

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.

  • For rows that create or update a user, set ApplyToUser to true.

  • For rows that create or update a card, set ApplyToCard to true.

  • For rows that create a funding request, set ApplyToFunds to true.

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:

  • To create a User object - no required field.

  • To create a Card object -CardProductToken.

  • To create a Funding Request object - FundsAmount.

Upload the file

To upload the bulk file:

  • In Card products, select a card product.

  • In the upper-right corner, select Create card > Bulk create cards.

  • In Bulk create cards, select Browse and locate the CSV file.

    Create card

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  • Select Create cards.

View the response report

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.

Bulk create card response

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If you do not see the report for the upload file, check back after 20 to 30 minutes.

Recovering from an error

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:

  • UserMessage, if ApplyToUser is true in the request.

  • CardMessage, if ApplyToCard is true in the request.

  • FundsMessage, if ApplyToFunds is true in 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.
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