ISOs working with Maverick Payments are able to have merchant data automatically populated in Merchant Central.
Once the Maverick Payments integration is enabled, you will be able to see overall portfolio volume and disputes, as well as specifics for each merchant including daily batches and transactions, authorizations, account details, retrievals, chargebacks, and monthly statements.
Using the white labeled merchant portal offered by Merchant Central, ISOs can also give their Maverick Payments merchant users access to their transactions, disputes, and monthly statements.
Providing merchants with more data allows them to stay on top of their business and increase retained revenue, thus increasing residuals for you and your agents.
The setup for the Maverick Payments integration is quick and simple. All you need to do is generate an API token in your Maverick Payments portal and share it with our Support Team to configure the integration. After that, data will automatically start populating in your CRM.
With automated merchant reporting from Maverick Payments, staff can remain in one system to see all of your organization’s portfolios as well as specific merchant data, no matter the processor or acquirer. Merchant Central eliminates the need to bounce between systems so your staff can remain focused on delivering value while increasing efficiency.
Continue reading to learn how to enable the Maverick Payments reporting integration
Activate Maverick Payments Reporting in Merchant Central
Connecting reporting for your Maverick Payments portfolio in Merchant Central is easy. All you need to do is generate an API token from your Maverick Payments Admin Portal, share it with the Merchant Central Support team, and automatically begin receiving data on your Maverick merchants.
Step 1: Generate API Token in Maverick Payments Admin Portal
In order to connect Maverick Payments data to Merchant Central, start by logging into your Maverick Payments Portal as an admin. Find the Integrations > Token option on the menu and click on it:
Once you’re on the Tokens page, click Add Token. All you need to enter is the name of the token, such as Merchant Central Integration.
You can copy the key value when creating the token to share with Merchant Central to configure the integration in your CRM. Then, click Submit:
After adding the token, click on Add Permission for the token you just created.
Add the permissions below to ensure Merchant Central can pull in merchant data to your site:
- Authorizations Read
- Batches Read
- Chargebacks Read
- Statement Read
- Reserves Read
- ACH/Bank Rejects Read
- Merchant Read
If you didn’t already copy the key when creating the token, you can click View Token and copy it from there. This is the information that you will need to provide to Merchant Central’s Support Team to help set up the integration.
Step 2: Contact Merchant Central Support to Configure Integration
Once you’ve generated an API token in your Maverick Payments Portal, reach out to the Merchant Central Support team by phone (1-888-870-9978), email, or live chat. Provide them with the API token and they will take care of the rest of the setup in your Merchant Central site.
Step 3: Automatically Receive Maverick Payments Reporting Data
After our Support Team completes the setup, you will automatically begin receiving merchant reporting data on your Maverick Payments portfolio directly in your Merchant Central site.
The most recent data will automatically be pulled into your site each morning.
Deposits
The Deposits tab updates daily with the merchant’s batches from the previous day and includes a detailed list of transactions. If you offer your merchants access to Merchant Central’s white labeled merchant portal, they can log in to see this data in order to track their performance.
Authorizations
Going a step further, the Maverick Payments reporting integration also includes Authorizations, taking you deeper into your merchants' processing activity.
Account Status
On the Account Status Tab, details about the merchant are pulled in directly from the Maverick Payments Portal including General, Bank, and Fee Information.
Retrievals
Retrievals information is available to view open and historical Retrievals information. All of the Maverick Payments dispute information is also tracked in the Dispute Reporting tool for full portfolio management.
Chargebacks
In addition to Retrievals, Chargebacks are also included in the Maverick Reporting integration so you can stay on top of all disputes. Chargebacks are included in the Dispute Reporting tool as well.
Monthly Statements
Each month the merchant’s statement will be added to their Statements tabs. You are able to control whether or not your merchant users can access this tab to view their statements.