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 Integration
- Virtual Terminal Templates

Create Organizations
- Create a Merchant Account
  - Add Merchant Account Information
  - Set Up the Transacting Organization and Products
- Add an Additional Transacting Organization to an Existing Merchant Organization
  - Configure the Transacting Organization and Products

Searching for Organizations
- Search Results
- Sorting and Filtering Search Results
- Viewing an Organization's Hierarchy

Managing Organization Information
- Viewing and Editing an Organization's Business Details
- Viewing and Editing an Organization's Processor Details

Updating an Organization's Products
- Adding a Product to an Organization (Version 2)
- Modifying a Product for an Organization (Version 2)
- Removing a Product from an Organization (Version 2)

Changing 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

Switching Merchants

Sending a Registration Email

Extend the Hierarchy
- Hierarchy Example
- Adding a Structural Organization to an Existing Merchant
  - Adding the Structural Organization
  - Creating 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 Integration
- Virtual Terminal Templates

ISO Standard Currency Codes

Reason Codes

On This Page

Account Updater Templates

Select configuration options for these fields:

Account Updater Template Configuration Options
Field	Option 1	Option 2	Option 3	Option 4	Option 5	Option 6
Visa/Mastercard Mode	Pan Upload	Token API	Monthly Harvest
AMEX Mode	Token API	Monthly Harvest
Request Updates from AMEX	Yes	No
AMEX SE Number	INPUT SE #
AMEX Subscriber ID	INPUT ID #
Request Updates from Mastercard	Yes	No
Mastercard ICA Number	10426	10427	1835	1836	4845	8773
Mastercard Merchant ID	INPUT MID #
Request Updates from Visa	Yes	No
VISA Segment ID	0040	0043	0044	0048	0057	0088
VISA Merchant ID	INPUT Visa MID #

Back to top