One-Click Boarding is available for TSYS FSP TurboApp. It 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
First contact Support and request for One-Click Boarding to be enabled. Then you can proceed with the next steps.
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.
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: