The Priority Payments Integration includes boarding of wholesale accounts to the Cynergy (TSYS) side of Priority, as well as receiving new merchants, daily deposits, transactions, retrievals, chargebacks, and statements.

Boarding

In the Manage Processors page add a VIMAS login as a VIMAS-type datasource. Make it the Secondary datasource to the Priority-type datasource added for transactions (mentioned below).

The VIMAS login gets new merchants, account info, and statements and it must work at http://www.mybackofficetools.com

When getting a VIMAS login, make sure that the login has the ability to view and board applications and access merchant info.

If there are multiple Priority portfolios (known as an Office) then each must have its own Processor and set of datasources (ie logins for VIMAS and the Priority FTP).  The VIMAS-type datasource must be set as the Seconday datasource to the Priority-type datasource since it supplements it. Here's an example:

In the Manage TurboApp Processors page, ensure that Production and Auto Approve are enabled when needed.

Add the Sales Codes (XML API Tokens) to the Manage Sales Codes page. If you don't have these, email Priority and request your "XML API Tokens for boarding with IRIS CRM".

Underwriting Status

New accounts are retrieved from VIMAS daily at 9am.

Transactions and Other Daily Info
Send this email to Priority:

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Subject: IRIS CRM Setup for <ISO ID>

We would like FTP set up with Priority/Cynergy and request XML transfers to be turned on for:

Transactions, daily deposits, retrievals & chargebacks.

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After receiving the credentials, add the login(s) as a Priority-type datasource(s).

Residuals

Must use the CRM's template spreadsheet which breaks out the Transaction Count and Sales Volume from a single column. After the file is put in the template file and saved, then it can be imported.

Ensure all VIMAS and Priority tasks are scheduled to run.