The Pivotal Integration connects to AppLink for boarding to TSYS USA portfolios, but not Canadian.
1. Send an email to Pivotal to request enabling IRIS CRM in Pivotal (send to Murray MacGillivray <[email protected]> or Paul Desgroseilliers <[email protected]>). The email can be sent either by the client or by IRIS CRM.
Here is a template message that can be used:
<The client> will be boarding to Pivotal through IRIS CRM, please enable within Pivotal.
2. Go to TurboApp Processors page and enable 'Pivotal Payments'.
3. IRIS CRM Support will enter the API Password.
4. Go to Manage > Administration > TurboApp > Sales IDs and add the agent ID's:
No underwriting status is sent. New approvals must be added by a user after a MID is received from Pivotal.
See the guide for: How to Add a Merchant
Transactions and Other Daily Info