Setting up the Portfolio {#tms-acq-portfolio-integ} =================================================== As the portfolio administrator, you must complete the initial set-up tasks when logging into your portfolio account for the first time. For information about setting up your portfolio, see [Portfolio Set-Up Tasks](https://developer.visaacceptance.com/docs/vas/en-us/partner-portfolio-qsg/quick-start/all/na/partner-portfolio-qsg/partner-qsg-setup-portfolio.md "") in the *`Visa Acceptance Platform` Implementation Guide*. Once you have set up your portfolio MID and a user account for the portfolio log-in, you can begin boarding your resold MIDs to activate them for `TMS` and network tokenization. Boarding a Merchant Account and Transacting MID ----------------------------------------------- Follow these steps to board a merchant account and transacting MID in your organization: 1. Log in to the test environment or production environment. * **Test** : `https://businesscentertest.visaacceptance.com` * **Production** : `https://businesscenter.visaacceptance.com` 2. In the left navigation panel, click **Portfolio Management**. 3. Under Merchants, click **Manage Merchants**. The Manage Merchants page appears. 4. Click **+ Add Merchant**. 5. 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. 6. If you are adding a transacting organization to an existing merchant account, search for the merchant account in the Boarding Presets section. 7. 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. 8. Click **Start** in the Merchant Account Information section to enter account information. 9. Optional: click **Skip** in the Hierarchy Details section to skip the hierarchy step. 10. 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. 11. Under Transacting Organization Details, enter the transacting organization name and the organization ID. Enabling `TMS` for an Existing Merchant Account ----------------------------------------------- Follow these steps to enable `TMS` for an existing merchant account: 1. In the left navigation panel, click **Portfolio Management**. 2. Under Merchants, click **Manage Merchants**. The Manage Merchants page appears. 3. Search for the organization on the Manage Merchant page. 4. Find the organization in the Search Results table, and click the eyeball icon. The Merchant Details page appears. 5. In the Products section, click + Add Products. The Add a Product page appears. 6. Under Commerce Solutions, select Token Management Service. Click Add. The Token Management Service page appears. 7. In the Product Configuration Template drop-down menu, select your template. 8. Click Apply to save your configuration. Configure Network Tokenization ------------------------------ Follow these steps to configure merchant token vault network tokenization settings: 1. Log in to the test environment or production environment. * **Test** : `https://businesscentertest.visaacceptance.com` * **Production** : `https://businesscenter.visaacceptance.com` 2. In the left navigation panel, click the Token Management icon ( ![](/content/dam/new-documentation/documentation/en-us/common/images/ebc/ebc-icon-tkn-mgmt.svg/jcr:content/renditions/original) ). 3. Click Vault Management New. The Vault Management page appears. 4. Select the vault owner that you want to configure from the Vault Owner drop-down list. 5. In the Details column, click Network Tokenization. The Network Tokenization page appears. 6. On the VISA tab, switch the Enroll to VISA Token Services button to On to enable Visa token services. The required business information for the merchant information will be populated: * Merchant name * Website URL * Country code 7. Click Onboard with Acquirer ID and enter the required information: * Acquirer ID: Set the value to `40010052242`. This is a static acquirer ID that is used for `TMS`. * Acquirer merchant ID: Enter your organization ID. 8. Click Manage Details. 1. \>Check Enable Visa Token Provisioning to enable Visa network token provisioning. 2. \>Check Enable Visa Token Transactions to enable Visa transaction processing using network tokens. 3. Enter the token requestor ID (TRID) if necessary: * TRID * Relationship ID 9. On the MASTERCARD tab, switch the Enroll to MASTERCARD Token Services button to On to enable Mastercard token services. 10. Click Manage Details. 1. Check Enable Mastercard Token Provisioning to enable Mastercard network token provisioning. 2. Check Enable Mastercard Token Transactions to enable Mastercard transaction processing using network tokens. 3. Enter the token TRID if necessary: * TRID * Relationship ID 11. On the AMERICAN EXPRESS tab, switch the Enroll to AMERICAN EXPRESS Token Services button to On to enable American Express token services. 1. Check Enable American Express Token Provisioning to enable American Express network token provisioning. 2. Check Enable American Express Token Transactions to enable American Express transaction processing using network tokens. 3. Enter the token TRID if necessary: * TRID * SE number 12. Click Submit to save your settings. Meta Keys --------- Portfolio organizations that send requests to the `TMS` API on behalf of their transacting merchants can create Meta keys. Meta keys are used to transact on behalf of their multiple transacting MIDs with a single key. For more information on Meta keys, see [Meta Key Creation and Management](https://developer.visaacceptance.com/docs/vas/en-us/security-keys/user/all/ada/security-keys/keys-meta-intro.md "") in the *Creating and Using Security Keys* developer guide. Reports ------- This section describes how to create, view, and manage reports in the `Business Center`. Reporting is crucial to the success of you and your merchants. The `Business Center` offers several options for accessing and downloading your transaction data: Payment Batch Summary Report : A report that tracks the processed payment data of your managed merchants, such as total sales and refunds by currency and payment method. Reports : Reports can be generated using preconfigured settings or by configuring your own custom settings. These reporting options are known as: * *Custom reports* that you create for your organization's reporting needs. * *Standard reports* that track and reconcile payment activity using preconfigured settings and require no setup. The type of transaction information generated by these reports is determined by the report type. Some report types can only be produced by a portfolio-level user while other report types may only be accessible at the merchant account level. The report types available depend on the services enabled in your portfolio. An individual user's access to available reports depends on the account permission levels in the `Business Center`. > Reports contain personal identifiable information (PII). Any individual who is given permission to view reports has access to this information. Reporting Using the `Business Center` : For detailed information about reporting using the `Business Center`, see the [*Reporting User Guide*](https://developer.visaacceptance.com/docs/vas/en-us/reporting/user/all/ebc/reporting-ug/Get_Started_with_Business_Center_Reporting.md ""). Reporting API : If you, as a partner, would like to automate your generated reports, see the [*Reporting Developer Guide*](https://developer.visaacceptance.com/docs/vas/en-us/reporting/developer/all/rest/reporting/reporting_api.md "").