With IRIS CRM you can create NMI gateway accounts at the same time you are boarding merchants to a processor in TurboApp. This eliminates the need for your users to go back and board the NMI gateway after the merchant has been approved using our existing NMI boarding integration through the Helpdesk. NMI TurboApp Boarding allows for full automation of NMI gateway creation.
While boarding a merchant via TurboApp, you can enable NMI Boarding as well. In the NMI Boarding step, the data is automatically filled in based on the corresponding lead and TurboApp data. After submitting the application, IRIS CRM holds the gateway creation request in a queue while the application is reviewed by the processor. Once the merchant is approved and their MID is generated, IRIS CRM automatically populates the MID in the gateway request and creates the NMI gateway.
How to Enable NMI TurboApp Boarding
Connecting NMI Reseller Credentials
First, you’ll need to connect your NMI reseller credentials in your IRIS CRM site if you haven't done so already. Follow the instructions below to connect your NMI and IRIS CRM accounts:
1. Log in to your NMI gateway account and note the login URL which should be in the following format: https://yourcompany.transactiongateway.com/resellers
2. Generate your API Key by navigating to Settings > Security Keys:
Enter a Key Name, select your user and the 'V4 API' permission, and click Create a New Key:
Your key is now generated and you can find it in the list of the current security keys.
Click the Copy link next to the key to copy your key to clipboard:
3. Back in IRIS CRM, navigate to Manage > Administration > Integrations and click on the NMI option (or simply search for 'NMI' in the search box on top of the Administration page):
4. The New Account page is now shown where you can enter the credentials for your new account.
Note that you can enable multiple reseller accounts if needed.
Enter the name of your new account including the reseller login URL and the API key. If you're adding multiple accounts and this will be your default account, then select the "Is Default" checkbox.
Once you're done, click the Test API Key button:
5. If the entered credentials were correct a confirmation message is shown in the top-right corner.
You can now click the Create New Account button to add the new account:
The new account has now been created and shown in the NMI Reseller Account dropdown.
Enable NMI Boarding by Default
You can enable NMI Boarding for TurboApp by default on a processor-by-processor basis in the TurboApp Default Values page. Once you're on the Default Values page, select the processor you want to configure in the top-right, then select the Rates & Fees tab.
Scroll down the page a little bit until you see the purple banner titled Enable NMI Gateway After Approval. Click the checkbox to enable NMI Boarding by Default when boarding merchants to the selected processor. If this is not selected, users will still have the option to enable NMI boarding on individual applications.
NMI Boarding in TurboApp
When boarding a merchant using TurboApp, users will see a new NMI Boarding step at the top of the page if you have enabled it by default for the processor they’re boarding to.
If NMI Boarding is not enabled by default for the processor selected, the user can still select Enable NMI Gateway After Approval on the Rates & Fees step of the application in the same way it’s enabled on the Default Values page as described above. Once enabled, the NMI Boarding step will be displayed.
Once the user reaches the NMI Boarding step, IRIS CRM will automatically populate the data based on what was filled out in the lead and populated in the TurboApp application. Any changes made in the application will be reflected in the NMI Boarding step.
If the user makes any changes to data on the NMI Boarding step, it will not be synced back to the corresponding field in the earlier TurboApp steps. The data only flows one way into the NMI page. Also, after changes are made to the NMI data, it will stop the sync of updated data if the user returns to another step of the application and makes changes.
The NMI Boarding data is also included in the Review step of the process so users can easily look over all of the application data to ensure it is accurate.
Users will proceed with submitting the application as normal. From there, IRIS CRM will handle the rest of the gateway account creation in parallel to the merchant boarding. Once the merchant is approved, the gateway creation will be submitted to NMI automatically.
Tracking NMI TurboApp Boarding Submissions
After a merchant application has been boarded, you can monitor the NMI Boarding status along with the TurboApp application status on the main TurboApp Applications and Submitted Apps pages.
If you include NMI Gateway Boarding with an application and later decide, while the application is still in process, that you don’t want to board a gateway you can click Cancel NMI Boarding in the Actions column to cancel the request. This will only affect the NMI gateway boarding, not the merchant application. You cannot cancel NMI Boarding after a merchant application is complete.
Once the merchant is approved and their MID is generated, IRIS CRM will add this and any other data required for creating the NMI gateway. IRIS CRM will still generate the NMI Create Gateway Account Helpdesk ticket (automatically) and link it to the boarded merchant so there is an audit trail with the gateway data that was submitted via TurboApp.
By creating the ticket, you can also have users configure their notifications to receive the Helpdesk ticket notification when the gateway has been created.
With NMI Boarding built directly into TurboApp you can eliminate the need for users to board gateways post merchant approval to further automate merchant onboarding and reduce the time to processing for your merchants.