To integrate with EVO Payments to do boarding and receive daily transactions, contact Michael Jones (Michael.Jones@evopayments.com) to enable the SFTP transaction feed to IRIS CRM and request Onboard API credentials, Workstation Name, and Division Number.
Boarding & Underwriting Status
This is accomplished using the OnBoard API credentials, and a Workstation Name and Division Number, added to Manage TurboApp Processors.
Transactions and Other Daily Info
Create an EVO-type Datasource in the Manage Processors page.
The file will be in the .accdb format.