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Add
Unified Checkout
 to a Merchant Account

Follow these steps to add
Unified Checkout
 to an organization:
  1. In the left navigation panel, click
    Portfolio Management
    .
  2. Under Merchants, click
    Manage Merchants
    . The Manage Merchants page appears.
  3. Click
    + Add Merchant
    .
  4. Select where you want to board your merchant:
    • Select
      Board a new merchant account
       to create a new merchant account.
    • Select
      Add to an existing account
       to add a transacting merchant to an existing merchant organization.
    Click
    Next
    .
  5. If you are adding a transacting organization to an existing merchant account, search for the merchant account in the Boarding Presets section.
  6. If you have more than one boarding package, choose a boarding package from the drop-down menu, or enter text in the search field to find one. Click
    Next
    . If you have only one boarding package, the Boarding Package section does not display.
  7. Click
    Start
     in the Merchant Account Information section to enter account information. For more information, see Add Merchant Account Information.
  8. Optional: click
    Skip
     in the Hierarchy Details section to skip the hierarchy step.
  9. Click
    Start
     in the Transacting Organization and Products section to set up a transacting organization and configure products for it. The Transacting Organization and Products page appears.
  10. Under Transacting Organization Details, enter the transacting organization name and the organization ID.
  11. Under Product Enablement, find
    Unified Checkout
     and select
    Enabled
     under the Enablement drop-down menu.
  12. Click
    Configure
     to configure
    Unified Checkout
    .
  13. Under Payment methods, select the payment methods you want to enable. For a complete list of supported payment methods, see
    Payment Methods
     in the
    Unified Checkout
     Developer Guide    .
  14. Under Card Brands, select the card brands you want to enable in
    Unified Checkout
    . You can select
    Allow All
     to enable all card brands for your merchants. When you select
    Allow All
    , future additions to supported card brands are automatically available.
    IMPORTANT
    You must select at least one card brand to support.
  15. Under Integrated services, select the services you want to enable. These services are available:
    • Decision Manager
    • Payer Authentication
    • Retrieve Sensitive Information at Portfolio Level
    • Token Management Service
    IMPORTANT
    You must enable and configure each of these services in order to use them with
    Unified Checkout
    .
  16. Click
    Apply
     to save your configuration.
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