ISOs can enable the Vantiv IQ Portal integration to automatically retrieve Worldpay merchants' account information, retrievals, chargebacks, and statements on a daily basis.
In addition to the Vantiv IQ Portal data source, your CRM also retrieves the merchants' deposits automatically from the eMAF feeds.
To enable the Vantiv IQ Portal integration on your site, begin by creating a new user in the portal with the "Basic Administrator" role. You will need to set the user up with a password and 3 security questions and answers.
You will also need to select the following options on the Application Access tab on the new user's settings page:
On the Special Functions tab, select the following options:
Finally, to enable the PDF statement downloads in the CRM, enable the Merchant Statements options under the Report Access tab:
With the new user created open your CRM, navigate to Manage > Administration > Processors > Processor Settings and click Add New Processor:
In the New Processor dialogue, select the Worldpay datasource, enter the user credentials, and select the security questions and enter the answers:
When you're done, click Create and the new processor is now configured and will begin to retrieve data.
Here are a few screenshots of the information retrieved daily from Worldpay: