Merchant Management

Overview

Merchant Management is a centralized workspace for managing merchant accounts throughout their lifecycle. It brings merchant information, user assignments, account settings, and residual payout percentages together in one place, making it easier to find merchants, maintain accurate records, and apply changes efficiently.

Use search, filters, saved searches, and customizable table views to quickly locate the accounts you need. You can update merchants individually or in bulk, review account history, and view current or historical user splits.

Prerequisites

To use Merchant Management, the Manage Merchant permission must be enabled for your user class.

Navigate to Merchant Management

To open the Merchant Management page, go to Manage → Merchants → Merchant Management.

Explore the Merchant Management page

The following image shows the Merchant Management page.

The page contains a report table that you can search, filter, customize, and export to a CSV or Excel file.

You can also select multiple merchants and use Mass Actions to update them at the same time.

To add merchants, use the shortcuts in the upper-right corner of the page to import a CSV file or add a merchant manually.

Search for and filter merchants

Use the options above the merchant report to search for merchants and filter the results.

Search by DBA name, MID, or multiple MIDs

To find a merchant by DBA name or MID, select the appropriate search method and enter the DBA name or MID in the search field. As you type, the merchant table automatically refreshes to show matching results.

To search for multiple MIDs, select MIDs. In the window that appears, enter one MID per line.

Filter by assigned users

To show merchants assigned to specific users, open the Assigned Users filter and select one or more users. The merchant table automatically refreshes as you make your selections.

Add more filters

To narrow the results further, use the filter menu on the right to add criteria such as Group, Processor, or Data Source. After selecting a filter type, use the additional menu that appears to select a value.

For example, select Processor, choose the required processor, such as TSYS, and then click Add.

The merchant table automatically refreshes to show merchants that match all selected filters.

To remove a filter, click the X on the filter.

Save a search

To save the current search for future use:

1. Click Save Search.
2. Enter a name for the search.
3. Click Save. 
   

Saved searches appear in the filter menu on the right. Select a saved search to apply its filters automatically.

To delete a saved search, apply the search and then click the trash icon in the saved-search widget.

Work with the merchant table

The merchant table includes standard CRM table features. You can sort columns, export the table to an Excel or CSV file, and choose how many merchants appear on each page.

To include deactivated merchants in the report, select the Show Deactivated Merchants checkbox in the table header.

To show additional columns, click the gear icon in the upper-right corner of the table and select the columns you want to include.

Use merchant mass actions

Use Mass Actions to update multiple merchants at once. For example, you can change their group, processor, data source, assigned users, or other settings.

1. Select the merchants you want to update.
2. Click Mass Actions.
3. Select the actions you want to apply.
4. Click Update. 
   

💡 To select more merchants at once, increase the number of merchants shown per page using the option in the upper-left corner of the table.

💡 To apply a mass action to merchants that meet specific criteria, first filter the table. Select all merchants in the filtered results, and then run the mass action. For example, filter for merchants assigned to a specific user, and then use Assign To to assign those merchants to another user.

ℹ️ The Set Splits For option appears in the Mass Actions window only when at least one user is assigned to every selected merchant.

Manage an individual merchant

To manage an individual merchant account, click the pencil icon for that merchant.

A window opens containing the merchant's settings and activity history.

Make the required changes, review the summary, and then click Confirm to save.

Use the Merchant History tab to review changes made to the merchant account over time.

View user splits

To view the user splits for a specific merchant, hover over the user icon in the Users column.

If the user icon does not appear, no users are assigned to the merchant.

View historical user splits

To view historical user splits for the merchants in the report, select a month and year using the filters in the upper-left corner of the page.

When you select a different month or year, the % column automatically refreshes to show the user splits configured for that period.

Adding, deleting, and deactivating merchants

Use the shortcuts in the upper-right corner of the Merchant Management page to import merchants from a CSV file or add a merchant manually.

For more information, see Merchant Importer and Add New Merchant.

To delete merchants, contact Merchant Central Support. Merchants cannot be deleted by standards users. 

To deactivate merchants instead, see How to Deactivate Merchants.