This feature is currently available for Beta testing. 
                                  Contact Support to enable.
                               Feature Code: TURBOAPP_AUTO_BOARD

 

TSYS FSP TurboApp One-Click and Auto Boarding utilizes Boarding Profiles and Equipment Templates to ensure all of the special information that doesn't come from a lead is entered and submitted from TurboApp to the processor.

 

How to Enable

Boarding Profiles allow you to board a merchant with just one click from the lead record, bypassing the need to ever go into TurboApp.

Boarding Profiles work alongside your TurboApp Default Values as a new layer to power your merchant onboarding.

To configure your Boarding Profiles, navigate to Manage > TurboApp > Boarding Profiles. Select TSYS as the processor and which TSYS boarding account to use.

Then, you can name the profile shown when boarding, set the default association if you would like, and select the default agent/chain to be used.

 

 

To board equipment, you will add one or multiple Equipment Templates which is a new section that can be managed from the Equipment Setup tab of the TurboApp Default Values page:

 

 

Then you can add two new lead fields to your lead record. One field will a Boarding Profile field type and the other will be the Equipment Template field type:

 

 

Selecting a Boarding Profile is required to perform one-click boarding. You can have more than one Equipment Template fields on the lead for boarding multiple devices.

 

Note: If you're onboarding a merchant with multiple pieces of equipment, you can include an additional field to capture the equipment quantity. This should be configured as a Number field. Then, link this quantity field to the Equipment Template field, as illustrated in the example screenshot below.

 

 

On the lead page you can now select both the equipment template and its quantity:

 

 

To help you configure one-click boarding, we’ve created a walkthrough video where you can see the process step-by-step. 

 

Using One-Click Boarding

With a Boarding Profile and Equipment Template selected, you can now board the merchant with just one click!

To do this, go to the Board Merchant button in the Actions section of the lead record (like you would to board a merchant normally).

Here, you’ll see a new icon on Board Merchant—click it to perform One-Click Boarding. The TurboApp submission will now show in the Submitted Apps page like any manually submitted account:

 

Auto Board To TSYS FSP TurboApp

Merchants can also be boarded to TSYS FSP automatically using status triggers. The setup is the same as with One-Click boarding but with "Auto Board to TSYS FSP TurboApp" selected as the trigger.

More Info: Status Triggers

 

Automated NMI Gateway Boarding

Once the merchant is successfully boarded via the one-click boarding or auto-boarding, the NMI Gateway boarding is also triggered automatically. 

In order to complete the NMI Gateway boarding successfully, a reseller account must be specified. To have the reseller account selected automatically, follow these steps: 

 

1. Create a new Gateway Reseller lead field. Navigate to Manage > Leads > Manage Lead Fields, click Add/Remove Fields on the appropriate tab, and click Add New Field in the top-right corner:

 

 

2. Configure the field properties. Enter the name of the field, select 'Gateway Reseller' for the field type, and select the 'Gateway Reseller' lead special:

 

 

3. Your new field is now created and it automatically shows all of your NMI gateway reseller accounts: 

 

 

Moving forward, when you select a reseller account from the Gateway Reseller dropdown and board a merchant using the one-click or auto-board feature, the NMI gateway will automatically be boarded under the chosen account.

 

Additional notes: 

• You may add more than one Gateway Reseller field to your lead, however the one-click and the auto-board features only retrieve the reseller account from the Gateway Reseller special field. 
• You can manage NMI gateway accounts directly in Merchant Central. More info: Enable Direct Boarding To NMI Gateway 

 

Auto-Populating the Gateway Reseller field using Custom Properties

To further automate the merchant boarding process, you can configure the system to automatically select the appropriate reseller account in the Gateway Reseller dropdown when a specific Custom Property is selected. In this way you can avoid having to select the reseller the account manually for every lead.

 

To configure the system in this way, consider the following example:

• We have a custom property called 'Processor' which has four values including Fiserv North, Fiserv Omaha, Paysafe, and TSYS FSP.
• When a user selects the "TSYS FSP" value in the "Processor" dropdown, the system should automatically set Gateway Reseller dropdown to the "Demo (AffID: 9155)" reseller account. 

 

To implement this configuration, we'll follow these steps:

1. Open the 'Processor' custom property and add a new custom field using the settings shown in the below image: 

 

 

Note: For more information on creating and managing custom properties please see our Custom Properties Overview article. 

 

2. Open the Processor values page and click the pencil icon for the TSYS FSP value. Then select the "Demo (AffID: 9155)" option in the Gateway Reseller field, and save your changes:

 

 

With this configuration in place, the setup is now complete. Moving forward, whenever you select 'TSYS FSP' in the Processor custom property, the 'Demo (AffID: 9155)' option will be automatically selected in the Gateway Reseller dropdown: