Merchant Setup

There are two ways to board a merchant:
  • Using the Gateway Manager, where you can add each new merchant manually. This option is recommended for adding a small number of merchants.
  • Using the a backend API, where you can create merchants in batches or integrate the merchant creation process into your backend. This option is recommended for adding a large number of merchants.

Getting Started with Boarding a Merchant

Follow these steps to get started with boarding a merchant:
  • Check the individual requirements for each acquirer to become familiar with additional information you might be required to provide when boarding a merchant.
  • Have this required information available:
    • Merchant's name.
    • Processing data from your acquirer for this merchant, usually called
    • Serial number of the card reader that the merchant will use.
    • Merchant's receipt data, including company name, street address, city, postal code, country, and phone number.
  • Make sure your card readers are added to your app. In order to attach a card reader to a merchant during boarding, the reader must already be in your app. Contact Customer Support to have readers added to your app.

Boarding via the Gateway Manager

Follow these steps to board a merchant via the Gateway Manager:
  1. In Merchant Overview, select
    Create new merchant
  2. Enter the required information, including receipt information, to create a new merchant.
  3. Attach the desired processing path by selecting your acquirer and entering the acquirer-specific information. Make sure you use each terminal ID only once. To get started quickly on the test system, use the
    Integration Test Acquirer
  4. Attach the card reader and enter the serial number of the card reader that will be used by the merchant.
  5. Select
    Add merchant

Boarding via the API

Follow these steps to board a merchant via the API.  You will create a
for each merchant that will use your application with a card reader.
  1. Create a new merchant with the desired processing path. A successful call will return a
    . You will use this information in subsequent steps.
  2. Generate the
    . You will use this information to perform transactions.
  3. (Optional) Assign a card reader to the newly created merchant by completing these steps:
    • Based on the card reader serial number, you can find the
      of the device you want to assign to the merchant.
    • Assign the card reader to new merchant using the
      and the