Transactions and Other Daily Info
- First Data ClientLine dedicated credentials exclusively for use by IRIS (simply request new login credentials as if you had a new employee)
- The Hierarchy ID(s) to go along with the ClilentLine credentials.
Info to Provide
- Excel spreadsheet with a list of First Data merchant IDs and approval dates, with any agents' names and their residual splits (%) included.
- We will use this spreadsheet to import your merchants to the site and assign users to them for access and residuals purposes.
- ALL original unedited residual reports to be integrated into IRIS, with all columns.
- It is important that all future residual files be in the same format each month to ensure the calculations can be performed accurately.