• Overview
• Prerequisites
• How to Create an NMI Gateway Account
• How to Update an NMI Gateway Account
• Video

Overview

This article explains how to create and update NMI Gateway Accounts within Merchant Central Helpdesk. Leveraging the built-in integration with NMI, you can seamlessly board new merchants to NMI gateway or manage existing gateway settings directly from the CRM.

This allows ISOs and partners to simplify the gateway management process, ensuring quick activation, fewer errors, and streamlined updates — all without leaving Merchant Central.

Prerequisites

• NMI integration must be enabled on your Merchant Central site.
• Appropriate user permissions to create and manage Helpdesk tickets.
• Merchant record must exist in Merchant Central.
• VAR sheet and processing details available (for account creation).

How to Create an NMI Gateway Account

Step 1: Create a New Ticket

1. Open a merchant record and click Add New Ticket under the Tickets tab.
   
2. Select NMI - Create Gateway Account as the ticket type and click Create Ticket.
   
3. A ticket prefilled with merchant demographic details will open. Review/edit as needed and click Next.
   

💡You can also initiate the ticket from the Helpdesk page by searching for the merchant and selecting the same ticket type.

Step 2: Configure Processing Info

Within the Processing Info tab, you are able to set the Transaction Thresholds, Fees & Services, and enter your VAR Sheet information into the Merchant Processing Information section.

Getting the information correctly in this step is crucial to a swift merchant boarding process.

1. Under the Processing Info tab, complete the following sections:
   • Transactions: Set transaction thresholds, payment types, and fraud prevention rules.
   • Fees & Services: Choose sub-affiliate plan, fee schedule, and enable value-added services like Customer Vault and iSpyFraud.
   • Merchant Processing Information: Enter processor details, SIC/MCC, VAR sheet, and other setup parameters.
     
2. Once all required fields are completed, click Create to submit the new account to NMI.
3. The merchant is boarded instantly, receives an activation email, and the gateway ID is returned. 

Below is a screenshot of the confirmation message that appears after a successful account activation.

How to Update an NMI Gateway Account

NMI Payment Gateways can be updated post-boarding via Merchant Central Helpdesk ticket.

This allows you to make changes to account info, value added services, and pricing without leaving the CRM.

The Update functionality can be used for accounts that were boarded either using the Merchant Central boarding integration or manually in the NMI Reseller Portal.

To begin the update process, follow these steps:

1. Open the merchant record and navigate to the Tickets tab.
2. Click Add New Ticket, then select NMI - Update Gateway Account as the ticket type.
3. If multiple reseller credentials are configured, choose the appropriate Reseller.
4. Use one of the three Gateway Account lookup options to locate the correct account:
   • Suggested: Default, based on company name or other criteria (e.g., phone or MID).
   • Boarded: Filters accounts boarded via Merchant Central.
   • Search: Searches all NMI accounts like the NMI Portal. 
5. Assign users if necessary and click Create Ticket to enter the NMI Maintenance screen.
6. Update Merchant Details and click Next.
7. Edit Processing Info as needed.
8. Click Create to submit changes to NMI.

💡You can also initiate the ticket from the Helpdesk page by searching for the merchant and selecting the NMI - Update Gateway Account ticket type.

After submission, the ticket auto-resolves, and a confirmation comment logs all changes made.

Video

The video below demonstrates how to update the NMI Gateway in Merchant Central.