To integrate with EVO Payments for boarding and daily transactions reporting, 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, the Workstation Name, and the Division Number, which needed to be saved on the TurboApp Processors page (Manage > Administration > TurboApp > Boarding APIs).
Transactions and Other Daily Info
Create an EVO-type Datasource in the Manage Processors page.
The file will be in the .accdb format.