Provide your PCI Compliance LLC API login to IRIS CRM Support.
Note: the integration only works for First Data Omaha merchants with Account Status information.
For IRS CRM Support
The clients need to add "First Data" to their list of processors on the PCI Compliance LLC website.
Enable the two metavalues with PCI in the name.
Make sure that at least the Admin and System Admin user classes have the PCI Management permission.
Add in the logins, per sysprin.
Enable the PCI vendor on the Manage Processors page.
Make sure PCI Compliance section shows for the necessary user classes in Merchant Profile.
Check that the email template metavalues are set, and that the merchants have email addresses in their Account Status.
Schedule the Sync and Purge tasks.
Ask the client if they want Auto Board to occur, and if so schedule that task.
The vendor's tab in The Scoop will not show until merchants have status info.