This article shows how to set up the TriSource Integration which provides daily merchant reporting and monthly statements.
Get SFTP Enabled
Email your relationship manager with the following information to have the reporting files sent to an SFTP for IRIS to pull from:
We designate IRIS CRM as our software provider and would like to request SFTP reporting to be enabled for our portfolio.
Please add our ISO to the next installation cycle.
- Go to Manage > Administration > Processors > Processor Settings and for the TriSource processor, add or edit a TriSource-type datasource.
- Enter the Login.
- Enter the SFTP location for Hostname and a Home path if available.
- Click Link or Update to save the information.
Tasks to Schedule:
TriSource - Batches and Transactions
TriSource - Account Information
TriSource - Chargebacks and Retrievals
TriSource - Statements 8 am monthly, 1st, 2nd, 3rd, 4th, and 5th days
TriSource - Fetch Feeds - 7 am hourly
New merchants will be added to IRIS when found in the reporting files, or you may add them on the day of approval. See How to Add a Merchant.