QuickStart

There are two general ways to board a merchant using the boarding API. The full Merchant Boarding and the QuickStart program. Both ways call the same URL and use the same properties,

Full Merchant Boarding

This process should be used to submit all of the fields that are available in MX ISOAgent. This can also be used to submit all of the same criteria that would be found on a full merchant application. Int most cases, this is used when an agent has developed an internal CRM system. You need to be setup as an Agent Office with Priority Payment Systems and know your PAN(details and instructions below).

QuickStart Program

This process will submit limited merchant information - enough to get the merchant up and processing quickly. This needs to be enabled in MX ISOAgent. The QuickStart program allows you to submit a minimal amount of criteria(around 18-20 fields) for the merchant to be submitted and setup. Agent offices must be given permission to board merchants on the Quickstart Program. Merchants boarded on the QuickStart program can be boarded to TSYS or First Data.

To Create an Invite Code

1. Login to MX ISOAgent
2. Hover over "Portfolios" and select "Manage Invite" (if you do not have this option, contact Business Development at [email protected]
3. Click the "Create" button located on the left side of the page
4. Complete the information located on the page
5. Invite Code Description - any name that helps you remeber what the invite code is for
6. Expiration Date - the invite code will not be available after he date selected
7. Click "Save"
8. You will be returned to the mange invite screen where the newly created invite Code will be displayed