Overview
The iQ Portal integration enables ISOs to automatically retrieve Worldpay (FKA Vantiv) merchant account information, retrievals, chargebacks, and statements each day.
In addition to the data retrieved through the Vantiv iQ Portal, Merchant Central automatically retrieves merchant deposits from the eMAF feeds.
To configure the integration, you must update settings in both the iQ Portal and Merchant Central.
iQ Portal Configuration
In the iQ Portal, configure a user with access to the required special functions and reports.
Configure the iQ Portal User
Create a portal user with the Basic Administrator role. Set a password and configure three security questions and answers for the user.
On the new user’s Application Access tab, select the options shown below:
Configure Special Functions Access
On the Special Functions tab, select the options shown below:
Configure Report Access
To enable PDF statement downloads in Merchant Central, select the Merchant Statements options on the Report Access tab:
If you use the Vantiv iQ login to retrieve residual reports, the user must also have access to Partner Statements.
Merchant Central Configuration
In Merchant Central, configure the Worldpay data source and schedule the Worldpay tasks.
Configure the Worldpay Data Source
If you do not already have a Vantiv- or Worldpay-type data source configured, create one by following these steps:
- Go to Manage → Processors → Processor Settings.
- Select Add New Processor.
- Enter a name for the processor, such as Worldpay.
- From the Data Source menu, select New Data Source.
- From the Type menu, select Worldpay.
- Enter the user’s credentials.
- Select the user’s security questions and enter the corresponding answers.
- Select Link, and then select Create.
If a Vantiv-type data source is already configured, the iQ data source can supplement it with batch and transaction information.
To link an existing Vantiv data source to the iQ Portal, follow these steps:
- Go to Manage → Processors → Processor Settings.
- Select the Edit Processor icon for the Vantiv processor.
- Select New Data Source and enter the required Worldpay information, including the user credentials and security-question answers. Select Link, and then select Update to save your changes.
- Select the Edit Data Source icon for the Vantiv processor, and set the Worldpay data source to Secondary. This setting indicates that Worldpay data supplements the existing Vantiv connection.
- Select Update to save your changes.
Schedule the Worldpay Tasks
After configuring the data sources, go to Manage → Site Options → Scheduled Tasks and add the following tasks:
- Worldpay - Update Password: 5:00 a.m. on the 7th and 22nd of each month
- Worldpay - Import Merchants: 6:00 a.m. daily
- Worldpay - Account Information: 6:30 a.m. daily
- Worldpay - Chargebacks & Retrievals: 7:00 a.m. daily
- Worldpay - Statements: 8:00 a.m. daily
- Worldpay - Residuals: 7:30 a.m. on the 15th of each month
After the scheduled tasks begin retrieving Worldpay data, the data appears on the Merchant Details page. The source and timestamp of the most recent retrieval appear at the bottom of each merchant tab.
Frequently Asked Questions
- Why can’t I find Worldpay/Vantiv statements from previous months in Merchant Central? First, confirm that the missing statements are available from the processor and that the report access settings are configured correctly for PDF statements. Then complete the following steps:
- Go to Manage → Processors → Processor Settings and confirm that the Worldpay data source is active. If it is inactive, activate it from the Actions column.
- Go to Manage → Site Options → Scheduled Tasks and confirm that the Worldpay - Statements task is properly configured and active.
- To retrieve the missing statements immediately, run the Worldpay - Statements task manually from the Scheduled Tasks page by selecting Manually Queue Task.