Here are the steps to configure the TSYS FSP Integration, which allows boarding and reporting for TSYS FSP portfolios.
Request Setup from TSYS
- Contact your RM to request boarding and reporting (details below) for your portfolio and IRIS.
- TSYS will contact IRIS with the necessary credentials and information.
The following files (with sample naming structure shown below) should be enabled to go to the SFTP:
|Name||Example File||Use in Merchant|
|Daily Detail File||IRISCRMP.1234_DDF_MMDDYYYY_HHMMSS.TSYSO||Batches & Transactions|
Authorization Detail File
|ADF (Bi-hourly) [Card # Masked]||Optional File|
|ACH 310 File||IRISCRMP.1234_ACH310_MMDDYYYY_HHMMSS.TSYSO||Deposits|
|Case Action File||IRISCRMP.1234_CASE_ACTION_MMDDYYYY_HHMMSS.TSYSO||Chargebacks & Retrievals|
|Merchant Detail File||IRISCRMP.1234_MERCH_DTL_MMDDYYYY_HHMMSS.TSYSO||Account Status|
|PPM Pricing Profile Extract File||IRISCRMP.1234_MERCH_PRICING_MMDDYYYY_HHMMSS.TSYSO||Account Status - Pricing|
|Concatenated PDF Statement File||IRISCRMP.1234_CCAT_STMT_PDF_MMDDYYYY_HHMMSS.TSYSO||Statements|
|ISO Residual File||IRISCRMP.1234_RESIDUAL_MMDDYYYY_HHMMSS.TSYSO||Residuals|
Note: TSYS may use variations in the naming of files, and may send the files multiple times per day.
To pull in the info from the SFTP, ensure the following tasks are set at Manage > Administration > Site Options > Scheduled Tasks.
TSYS SFTP - Deposits & Batches & Transactions - 8 am every two hours
TSYS SFTP - Account Information - 8:05 am daily
TSYS SFTP - Chargebacks & Retrievals - 8:10 am daily
TSYS SFTP - Statements - 8:30 am monthly on 2nd, 3rd, and 4th days
TSYS SFTP - Import Residuals - 8 am daily
TSYS SFTP - Other Feeds - 7 am daily (retrieves any other files for potential future use)
TSYS API - DDA - 7 am daily (gets merchant bank account info from API)
Note: the TSYS API - Merchant Information task should only be to retrieve merchant details when first adding the portfolio to IRIS. It should not be added to the schedule to run periodically.
Boarding & Real-Time Account Changes
1) Get the PPM pricing templates spreadsheets from mReports, list of associations, and ERG names and provide to IRIS support.
2) Submit your TSYS project to enable these commands that will handle boarding new merchants to TSYS Express and PPM as well as the ability to make real-time account changes for existing merchants:
TSYS Express commands:
To learn how the commands are used in the TurboApp and Helpdesk, please see our article on TSYS Wholesale Boarding API Usage.
Boarding a Merchant to TSYS
To board an account to TSYS, click the Board Merchant button on a lead.
This will launch TurboApp, where you can enter the remaining required merchant information and then submit the application to the processor:
Viewing Daily Batches With Transactions
To view the daily batches with transactions go to the Merchant Details page and click on the Batches tab:
There is also a Deposits tab.
When comparing the Deposits and Batches from mReports to IRIS, there is a one day delay in the reporting. (i.e. May 13th in mReports appears as May 14th in IRIS).
Also, if the batch figures do not match, the difference will be any chargebacks that have occurred as they are accounted for within the batch view of IRIS.
To view the merchant’s account status information which is retrieved from TSYS open the Account Status tab.
Within the tab, there are several accordions which you can expand in order to view the different types of information: