Your CRM integrates with Worldpay Vantiv to provide boarding, reporting, and residuals calculations. Below are the steps for setting up each piece.
Boarding
1. Send an email to iso_client_services@vantiv.com (CC your Worldpay Vantiv RM) requesting MAG SFTP credentials, to be entered in the TurboApp > Boarding APIs page.
2. Send an email to iso_client_services@vantiv.com (CC your Worldpay Vantiv RM) requesting that your T/S#### (<-- group ID) have MAG error response emails sent to the following email address, with your IRIS subdomain used:
<irisdomain>@mail.iriscrm.com
Example: https://myISOname.iriscrm.com would be myISOname@mail.iriscrm.com
3. Go to Manage > Administration > TurboApp > Sales Rep IDs and add the Worldpay Vantiv Rep ID's ex. T1234R000. When starting an application in TurboApp, one must be selected. It does not affect which users are assigned to a merchant account or residuals splits.
Underwriting Status
1. Send an email to iso_client_services@vantiv.com (CC your Worldpay Vantiv RM) requesting manager-level MAG (mag.npc.net) credentials to retrieve new merchants.
2. The MAG login is set up as a Worldpay Vantiv-type Datasource in the Processors > Processor Settings page. The login must work on https://mag.npc.net
3. It is important to request and verify that auto-boarding is enabled through the boarding API. Email WorldPay MAG RM to enable auto-boarding for the new integration in order for the underwriting status to be sent to IRIS CRM automatically.
Transactions and Other Daily Info
Daily transactions come in via eMAF feed from Worldpay Vantiv once enabled. Contact Support with the Group ID and an approved Worldpay Vantiv MID to have the eMAF feed enabled. If already a CRM client when starting with Worldpay Vantiv, this will be identified during the setup process in Worldpay Vantiv.
Residuals
The file will have multiple rows per MID. When importing and mapping, be sure to select the NPC/ Worldpay Vantiv checkbox.
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We support multiple Worldpay Vantiv groups for boarding, underwriting status. Please contact Support if you have questions on adding a group.