The Aurora Payments reporting integration allows you to receive transaction reporting data from Aurora Payments for accounts that are processing through the Fiserv (First Data) and TSYS networks.
Below are the instructions for enabling the Aurora integration on your site.
Send IRIS Setup Request
As the first step, please complete the attached form and email it to: firstname.lastname@example.org with the subject line of: IRIS Setup Request
Add New Aurora Datasource
Once IRIS has been set up in Aurora, you will need to create a new datasource in your CRM.
Navigate to Manage > Administration > Processors > Processor Settings, and add a new data source.
In the new datasource popup, select the Production environment, enter your Aurora API username and password, and select the Aurora API Endpoint.
Note: In this example, we're setting up a datasource for Aurora Fiserv, however the same procedure is followed for Aurora TSYS datasource too, except you will be selecting Aurora (TSYS) in the Type dropdown:
Both Aurora Fiserv and Aurora TSYS datasources provide the deposits, chargebacks, and other important merchant data.
When you are done editing the datasource, click Assign to save it.
Create Scheduled Tasks
Finally, you will need to set up scheduled tasks for retrieving merchant data from Aurora.
Navigate to Manage > Administration > Site Options > Scheduled Tasks, and click Add Task to add a new scheduled task.
The new schedule item popup will appear as shown in the below screenshot:
Use the popup to create the following 6 scheduled tasks to run in daily intervals:
- Aurora API (Omaha) - Import Merchants
- Aurora API (Omaha) - Account Information
- Aurora API (Omaha) - Batches & Transactions
- Aurora API (Omaha) - Memos
- Aurora API (Omaha) - Chargebacks & Retrievals
- Aurora API (Omaha) - Statements
Aurora Payments Reports Examples
Below are a few examples of reports generated using data retrieved from Aurora Payments.