Merchant setup overview

You need to create one pair of merchantIdentifier and merchantSecretKey per actual merchant/user that will use your application with a card reader.

There are two ways in which merchants can be added:

  • Via the Gateway Manager: every new merchant can be added manually in the Gateway Manager. This option is recommended for small numbers of merchants.
  • Via the Backend API: you can create merchants in batches or integrate the merchant creation process in your backend by using the API.

Preparation

You need the following information to successfully board a merchant:

  • The merchant's name;
  • Processing data from your acquirer for this merchant, usually called MID and TIDs;
  • Serial Number of the card reader that the merchant will use;
  • It is also mandatory that you provide the merchant's receipt data (company name, street with number, ZIP and city, country, phone number);
  • Check the individual requirements for each acquirer for additional information you may need.

Boarding via the Gateway Manager

Go to the merchant overview in the Gateway Manager and select Create new merchant:

  1. Create a merchant by filling in all the required information, including the receipt information;
  2. Attach the desired processing path by selecting your acquirer and filling in the acquirer-specific information. Make sure you use every terminal ID only once. To get started quickly on the test system, use the Integration Test Acquirer;
  3. Attach card reader and enter the serial number of the card reader that will be used by the merchant. See here for details.

Select Add merchant once you are done.

Boarding via the API

In order to create a new merchant, you need perform a series of API calls:

  1. Create a merchant with the desired processing path. A successful call will return a merchantIdentifier which you will need to use for the subsequent steps;
  2. Generate the merchantSecretKey which you will need in order to perform transactions;
  3. [Optional]: Assign a card reader to the newly-created merchant: Serial Number of the card reader that the merchant will use:
    1. Based on the reader serial number, you can find the readerIdentifier of the device you want to assign to the merchant;
    2. Finally, assign the reader to new merchant using the merchantIdentifier and the readerIdentifier.

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