NMI is a leading unified commerce enablement platform that enables ISOs to add additional value for their merchants and serves as a private label payment gateway that provides many additional cutting-edge features to create new revenue.

Your CRM enables you to board merchants to the NMI gateway and supports Chase Paymentech Tampa, Elavon, First Data Nashville, First Data Omaha, TSYS, and Worldpay networks.

Additional processors will also be added based on demand.

The NMI boarding integration allows ISOs to seamlessly onboard merchants using their own NMI Reseller API credentials. During the onboarding process, ISOs can set up pricing for the NMI gateway account as well as enable powerful value-added services to help merchants gain access to new features while helping ISOs grow.

Enabling IRIS CRM’s NMI Boarding Integration

IRIS CRM empowers your ISO to streamline the merchant onboarding process with the new NMI gateway integration. In the past, ISOs would have to enter merchant information into NMI through manual data entry. This process takes time and can result in costly data entry errors.

ISOs can now use their NMI Reseller API credentials to onboard merchants directly to the NMI gateway with speed and accuracy by using existing merchant profile information. 

To configure the integration, take the following steps:

1) Log in to your NMI gateway account and note the login URL.

2) Get your API Key by going to Settings --> Secure Keys and generating a key.

3) Make sure that at least one pricing package has been configured in the NMI portal.

Back in IRIS CRM, click “Manage”, then “Administration”, type “NMI” in the search bar, or click “Integrations” on the left navigation panel and then click on “NMI”:

On this page, you will need to enter your NMI Reseller API credentials and then click, “Test API Key” after which you should see a confirmation that the integration was connected successfully and you can now move forward by clicking “Save”:

A new ticket type will appear in the Helpdesk for boarding to NMI called “NMI – Create Gateway Account”:

3 Steps For Using IRIS CRM’S NMI Gateway Merchant Boarding Integration

To start, head to your Helpdesk and click “Add New Ticket”. For the ticket type, select the newly visible “NMI – Create Gateway Account”, choose the relevant merchant, and click the “Add Ticket” button to begin:

Note: The new ticket type will only become visible once you’ve successfully enabled your NMI Reseller Boarding API credentials on the Manage -> Administration -> Integrations -> NMI page.

Step 1: Merchant Details

Merchant demographic information stored in the Account Status tab of each merchant (which you would have needed to input manually before this new integration) will be automatically populated into the appropriate fields required by NMI. Any missing or optional fields can be typed in manually during the boarding process as well:

The screenshot below shows you the key business information, contact information, and banking information for the merchant. Verify or edit these details and click “Next” to proceed to Step 2:

Step 2: Processing Info

Within the “Processing Info” tab, you are able to set the Transaction Thresholds, Fees, and Services, and enter your VAR Sheet information into the Merchant Processing Information section. Getting the information correct in this step is absolutely crucial to a swift merchant boarding process.

In the Transactions section, you can add settings that will help prevent fraud, including a max transaction amount, max monthly transaction volume, duplicate checking, and the payment types that the merchant will accept. Next is the Fees and Services section, where you can select Value Added Services and set the fees associated with the selected premium services.

After the Fees and Services have been set, it’s time to add/update the Merchant Processing Information section. This includes setting the processor, SIC/MCC, business description, transaction acceptance method, and entering your VAR Sheet information provided by the processing network:

Step 3: Create NMI Gateway Account in Real-Time

Once the processing information has been updated and confirmed to be correct, all you have to do is click “Create” and the merchant will be instantly boarded, an NMI gateway ID will be issued, and the merchant will receive an activation email within a few seconds:

NMI Value-Added Products & Services

Now that you know how to board merchants directly from IRIS CRM to NMI using your NMI Reseller Boarding API credentials, it’s important to learn about the value-added services that can also be enabled at the time of onboarding, which include Customer Vault, Invoicing, Mobile Payments, Encrypted Devices, Enhanced Data (Level III), iSpyFraud, QuickBooks SyncPay, and Payer Authentication.

Click here to learn more about each of these value-added features and services.