The Priority Payments integration includes boarding of accounts to the Cynergy (TSYS) side of Priority, as well as receiving new merchants, daily deposits, transactions, retrievals, chargebacks, and statements.
In the Manage Processors page, add a VIMAS login in the Manage Processors page as a VIMAS-type datasource. Make it the Secondary datasource to the Priority-type datasource added for transactions (mentioned below). The VIMAS login gets new merchants, account info, and statements and must work at: http://www.mybackofficetools.com
When getting a VIMAS login, do the following:
1. Add these IP Addresses at the global level for two-factor authentication using your main VIMAS login.
2. Confirm the access time for the login is set to "0:00am - 11:59PM Eastern".
3. Make sure that the login has the ability to view and board applications and access merchant info.
In the Manage TurboApp Processors page, ensure that Production and Auto Approve are enabled when needed.
Add the Sales Codes (XML API Tokens) to the Manage Sales Codes page. If you don't have these, email email@example.com and say you need "XML API Tokens for boarding with IRIS CRM".
New accounts are retrieved from VIMAS daily at 9 am.
Transactions and Other Daily Info
Send this email to: firstname.lastname@example.org
Subject: IRIS CRM Setup for <ISO ID>
We would like FTP set up with Priority/Cynergy and request XML transfers to be turned on for:
Transactions, daily deposits, retrievals & chargebacks.
After receiving the credentials, add the login(s) as a Priority-type datasource(s).
Must use IRIS's template spreadsheet which breaks out the Transaction Count and Sales Volume from a single column. After the file is put in the template file and saved, then it can be imported.
Ensure all VIMAS and Priority tasks are scheduled to run.