The Merrick integration enables ISOs to automatically upload lead documents and data to Merrick's SFTP server once the lead is moved to a designated status state.
The file upload automation is achieved using a combination of lead status states, lead document labels, scheduled jobs, and the Merrick's SFTP file transfer configuration.
To set up the Merrick integration, you'll need to create a custom status state and custom document labels for Merrick documents. Sales reps can then tag lead documents to be uploaded to Merrick with appropriate document labels.
When the documents are ready to be sent, the sales rep simply moves the lead to a predetermined status state.
A scheduled job (created to monitor the Merrick status states) then picks up on the new lead in the assigned status state, and begins uploading the documents and field data from the lead to the bank's SFTP server.
In addition to uploaded documents, the CRM automatically generates a CSV file that contains the additional lead information that is required by the bank (such as the merchant MID, DBA name, and others).
The CSV file is saved in a zip file along with the other lead documents and then uploaded to the bank's SFTP server.
Continue reading to learn how to configure your Merrick Bank integration with step-by-step instructions.
Enabling Your Merrick Integration
To enable the Merrick integration on your site follow these steps:
1. Navigate to Manage > Integrations > Merrick Uploads:
2. Click on the "Set Up File Transfer With Bank" button and complete the required file transfer settings:
Below is a description of the transfer settings:
- Bank: The bank that the documents will be uploaded to.
- Trigger Status: Leads moved into this status state will be processed with the next run of the scheduled file transfer job. More info: Status States
- File Label(s): Lead documents tagged with these document labels (for example 'Voided Check', 'Driver's License', or other custom labels) will be automatically added to a zip file which is then uploaded to the bank's SFTP server via the scheduled file transfer job. More info: Document Labels
- SFTP fields: These are your bank's SFPT settings.
3. After you enter the required settings click the Create button, and the new file transfer configuration will be created.
You will now be re-directed to the Field Mapping page, as shown in the below screenshot:
This is the page where you can map your lead fields to the Merrick bank fields. Use the dropdown menu on top of the page to switch between different sheets to map.
The mappings that you configure on this page are used by the system to generate a CSV file and populate it with the lead's information. The CSV file is then uploaded to Merrick in a zipped file, along with the other documents tagged for upload.
To map a field simply click on the pencil icon for that field, and select the corresponding lead field:
You can optionally set a default value for the field. This can be helpful so as to prevent potential errors from coming up during the file upload due to missing field information.
After you save the field mapping it will be shown on the mapping page as seen in this example:
4. Your file transfer setup is now saved and you can manage it from the setup page:
5. As the final step of the integration setup, you'll need to create a new scheduled task to upload the lead documents on a preset schedule.
Navigate to Manage > Site Options > Scheduled Tasks, and click the Add Task button.
In the popup window that appears select the "Process Merrick Uploads" task, select the schedule (e.g. hourly) and click Add:
Once the scheduled task is created the system will begin to monitor for any new leads appearing in the designated status state.
If new leads are found, the system will begin to upload the lead documents to Merrick based on your file transfer configuration.
Transferring Lead Documents To Merrick
To transfer lead documents to Merrick Bank the sales rep can begin by tagging the documents with the appropriate labels on the lead Attachments tab:
When the documents are ready to be transferred, the sales rep simply moves the lead to the assigned Merrick status state:
From there, the scheduled task will pick up on the lead on the next run, and upload all of the tagged files to Merrick's SFTP server.
Viewing Upload Logs
To view the upload logs click on the "View Upload Logs" button on the setup page:
The upload logs are now shown sorted by date range:
Click on the links in the File column to download and view the documents that have been uploaded to Merrick's SFTP server.
If needed, you can also manually reupload the documents using the Re-Upload button in the Actions column.
To see more detail on the each upload job including potential upload errors, click on the triangle icon in the Records column:
Setting Up File Upload Notifications
The Merrick integration also allows you to configure email notifications for both successful or failed uploads initiated by the scheduled task.
To set up email notifications click the 'View Upload Logs' button on the file transfer configuration:
Next, click Notification Settings and Add Notification:
In the popup window that appears, select the users and/or user classes to notify, select the email templates to send for successful and failed uploads, and save your changes:
The popup window now shows the saved notification settings: