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TSYS Retail (TransFirst) Integration Guide

Updated

TSYS ELAPP Boarding Integration Guide

Merchant Central is certified to board merchants through the ELAPP API.  Each ISO of TSYS needs to be certified to submit accounts through Merchant Central.  Merchant Central handles the entire certification process after receiving access to the test environment from TSYS.

The boarding set up of Merchant Central's TurboApp happens relatively quickly after our team is provided with ELAPP API credentials.

Below are the simple steps involved in enabling the boarding integration between TurboApp and the TSYS ELAPP API as soon as possible:

  1. Contact your TSYS RM to coordinate a call with TSYS to enable the TSYS ELAPP API for your ISO.
  2. TSYS creates the design which includes terminals and features used by your ISO and runs through SE QA.
  3. TSYS sends the most common criteria of applications to be submitted by Merchant Central to TSYS resembling your ISO's most frequent merchant submissions.
  4. Design approval – Once approved by Merchant Central and TSYS, the project case is moved into the Development phase with the TSYS Dev Services team and Merchant Central technical contacts are provided access into the test environment.
  5. Merchant Central will submit the test submissions based on the design provided by TSYS.
  6. TSYS reviews the submissions and provides feedback.  Based on the review, the ISO is approved to submit live applications through Merchant Central.
  7. Merchant Central schedules a new merchant boarding training with your ISO and together at least one real merchant application is boarded and monitored through approval to ensure that everything is working properly as expected.

 TSYS will ask you to complete a profile with company information such as: 

Customer Information

Business Name:

City/State:

Website Address:

Business Contact Name:

Business Contact Phone:

Business Contact Email:

Technical Contact Name:

Technical Contact Phone:

Technical Contact Email:

Company Overview:

 

 

TSYS TransFirst Reporting Integration Guide

The TSYS TransFirst integration retrieves merchant info and transactions daily. Separately from the daily reporting feed, you may upload your monthly residuals file to Merchant Central. See the Residuals section at the bottom for more information.

Setting up the Datasource for Transactions and Other Daily Info

  1. Complete the SGS File Transfer form (download here) and submit it to your TSYS TransFirst RM.
  2. The process to create access takes approximately 5-7 business days.
  3. After receiving the credentials, go to Manage > Administration > Processors > Processor Settings
  4. If you already have a processor added for TransFirst, click the Edit Processor (pencil).
  5. To add a processor for TransFirst, click Add New Processor, or Edit Processor if it's already there.
  6. Enter a Name.
  7. In the Datasource drop-down, select New Datasource.
  8. For Type, choose TransFirst.
  9. Enter a Name for the datasource.
  10. Enter the Username.
  11. Enter the Password.
  12. Enter the SFTP address in the Auth field.
  13. Click Link.
  14. Click Create or Update at the lower right.

Enabling the Scheduled Tasks

  1. Go to Manage > Administration > Site Options > Scheduled Tasks
  2. Click Add Task and select "TransFirst - Account Information".
  3. Schedule it to run Hourly at 8:00 am. Note that the info is sent monthly, however, Merchant Central will check for it daily to account for minor schedule variances.
  4. Click Add.
  5. Click Add Task and select "TransFirst - Batches & Transactions".
  6. Schedule it to run Hourly at 8:00 am.
  7. Click Add.

The following information will be retrieved:

  • Account Status: Monthly merchant info* and rates updates.
  • Chargebacks & Retrievals (pulled in by Account Info task).
  • Deposits: Daily batches with transactions.

Note: New merchants are imported into Merchant Central monthly. In order to avoid having to wait for so long after a new merchant is approved, you can add the merchant manually by going to Manage > Administration > Merchants > Add Merchant or by clicking Link on the lead it originated from (in the Actions widget).

Configure the Merchant Tabs

  1. Go to Manage > Administration > Processors > Processor Tabs
  2. Select TransFirst from the Available Processor list.
  3. Set the visibility for the Memos and Statements tabs to No.

Configure the Merchant Account Info Section

  1. Go to Manage > Administration > Processors > Account Status Tab
  2. Under the TransFirst tab, click Permissions for each selection and select the needed user classes.
  3. Click Save.
  4. Use the Select User Class dropdown to quickly see the sections visible to each user class highlighted in green.

Residuals

See: Which Residuals File to Upload by Processor 

Also see the guide for: How to Add a Merchant