API Overview

Merchant Boarding User Guide
- Recent Revisions to This Document
- Visa Platform Connect: Specifications and Conditions for Resellers/Partners

Introduction to the Boarding Registration Service
- Requirements
- Understanding Accounts and Organizations
- Understanding Organization IDs
- Configure a Single Merchant
- Configure Multiple Merchants
- Configure Multiple Merchants with an Extended Hierarchy

Product Templates
- Template Components
- Products

Using Templates
- Retrieving Templates
- Add Templates
- Editing Templates
- Deleting Templates
- Setting the Default Template

Product Boarding Template Reference
- Account Updater Templates
- Card Processing Templates
  - Configuring a Card Processing Template
  - Processor-Specific Fields
- Customer Invoicing
- ACH Templates
- Fraud Management Essentials Templates
- Gift Card Templates
- Payer Authentication Templates
- Pay By Link
- Secure Acceptance Templates
- Token Management Service Templates
- Unified Checkout
- Virtual Terminal Templates

Create Organizations
- Using the Business Center to Create a Merchant Account
  - Add Merchant Account Information
  - Set Up the Transacting Organization and Products
  - Configure Klarna Self-Enablement
  - Complete Data Collection
- Using the Business Center to Add an Additional Transacting Organization to an Existing Merchant Organization
  - Configure the Transacting Organization and Products

Using the Business Center to Search for Organizations
- Search Results
- Sort and Filter Search Results
- View an Organization's Hierarchy

Manage Organization Information Using the Business Center
- View and Edit an Organization's Business Details Using the Business Center
- View and Edit an Organization's Processor Details Using the Business Center

Update an Organization's Products Using the Business Center
- Add a Product to an Organization Using the Business Center
- Modify a Product for an Organization Using the Business Center
- Remove a Product from an Organization Using the Business Center

Using the Business Center to Change an Organization's Status

Product Enablement and Configuration
- Enablement-Only Products
  - Add an Enablement-Only Product to an Organization
- Alternative Payments
  - Add Alternative Payments to a Merchant Account
  - Add Alternative Payments with Self-Enablement to an Organization
  - Add Alternative Payments to an Existing Organization
  - Modify an Alternative Payment Methods Configuration for an Organization
- Payer Authentication
  - Add Payer Authentication to a Merchant Account
  - Add Payer Authentication to an Existing Organization
  - Modify a Payer Authentication Configuration for an Organization
- Token Management Service
  - Token Vault Management
    - Token Requestor IDs
    - Configure the Token Vault Settings Using the Business Center
    - Configure the Token Vault Access Using the Business Center
  - Add TMS to a Merchant Account
  - Add TMS to an Existing Organization
- Click to Pay Drop-In UI
  - Add Click to Pay to a Merchant Account
  - Add Click to Pay Drop-In UI to an Existing Organization
  - Modify a Click to Pay Drop-In UI Configuration for an Organization
- Unified Checkout
  - Add Unified Checkout to a Merchant Account
  - Add Unified Checkout to an Existing Organization
  - Modify a Unified Checkout Configuration for an Organization
- Unified Click to Pay
  - Add Unified Click to Pay to a Merchant Account
  - Add Unified Click to Pay to an Existing Organization
  - Modify a Unified Click to Pay Configuration for an Organization
- Card Processing
  - American Express Direct
    - Add Card Processing with American Express Direct to an Organization
    - Modify an American Express Direct Card Processing Configuration for an Organization
  - Barclays HISO
    - Add Card Processing with Barclays HISO to an Organization
    - Modify a Barclays HISO Card Processing Configuration for an Organization
  - Barclays Merchant Services
    - Add Card Processing with Barclays Merchant Services to an Organization
    - Modify a Barclays Merchant Services Card Processing Configuration for an Organization
  - China UnionPay
    - Add Card Processing with China UnionPay to an Organization
    - Modify a China UnionPay Card Processing Configuration for an Organization
  - Elavon Americas
    - Add Card Processing with Elavon Americas to an Organization
    - Modify an Elavon Americas Card Processing Configuration for an Organization
  - eftpos
    - Add Card Processing with eftpos to an Organization
    - Modify an eftpos Card Processing Configuration for an Organization
  - FDC Nashville Global
    - Add Card Processing with FDC Nashville Global to an Organization
    - Modify an FDC Nashville Global Card Processing Configuration for an Organization
  - RuPay
    - Add Card Processing with RuPay to an Organization
    - Modify a RuPay Card Processing Configuration for an Organization
  - TSYS Acquiring Solutions
    - Add Card Processing with TSYS Acquiring Solutions to an Organization
    - Modify a TSYS Acquiring Solutions Card Processing Configuration for an Organization
  - Visa Platform Connect
    - Enable Card Processing for Visa Platform Connect
    - Add Card Processing with Visa Platform Connect to an Organization
    - Modify a Visa Platform Connect Card Processing Configuration for an Organization

Switch Merchants

Send a Registration Email

Extend the Hierarchy
- Hierarchy Example
- Using the Business Center to Add a Structural Organization to an Existing Merchant
  - Add a Structural Organization
  - Create a Transacting Organization and Products

Product Boarding Template Reference
- Account Updater Templates
- Card Processing Templates
  - Configuring a Card Processing Template
  - Processor-Specific Fields
- Customer Invoicing
- ACH Templates
- Fraud Management Essentials Templates
- Gift Card Templates
- Payer Authentication Templates
- Pay By Link
- Secure Acceptance Templates
- Token Management Service Templates
- Unified Checkout
- Virtual Terminal Templates

ISO Standard Currency Codes

Reason Codes

On This Page

Card Processing Templates

Create a card-processing template for each payment processor you use. Each card-processing template is specific to a single payment processor. Apply the appropriate template when you are boarding new merchants.

Back to top