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. If you already have a Vantiv-type datasource, click Edit Processor on that row, then pick the New Datasource option. The Vantiv IQ datasource will supplement the existing Vantiv connection that supplies batches and transactions. If you do not yet have the Vantiv datasource configured, click Add New Processor.
In either case, you'll select New Datasource, pick Worldpay as the Type, enter the user credentials, and select the security questions and enter the answers:
When you're done, click Create/Save.
Click Edit Datasource for the Vantiv datasource and set the Worldpay datasource as Secondary. This tells the system that the Worldpay info will be supplementing the Vantiv connection.
Once the datasources are configured, go to Manage > Administration > Site Options > Scheduled Tasks and add the tasks to pull in info.
Worldpay - Update Password 5am on 7th and 22nd each month
Worldpay - Import Merchants 6am daily
Worldpay - Account Information 6:30am daily
Worldpay - Chargebacks & Retrievals 7am daily
Worldpay - Statements 8am daily
Sample Info from the Combined Vantiv and Worldpay Datasources
Here are a few screenshots of the information retrieved from the two datasources. You'll see the source and timestamp for latest retrieval at the bottom of each merchant tab.