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Setting up the Portfolio

As the portfolio administrator, you must complete the initial set-up tasks when logging into your portfolio account for the first time. For information about setting up your portfolio, see Portfolio Set-Up Tasks in the
Visa Acceptance Platform
 Implementation Guide
.
Once you have set up your portfolio MID and a user account for the portfolio log-in, you can begin boarding your resold MIDs to activate them for
TMS
 and network tokenization.

Boarding a Merchant Account and Transacting MID

Follow these steps to board a merchant account and transacting MID in your organization:
  1. Log in to the test environment or production environment.
    • Test
      :
      https://businesscentertest.visaacceptance.com
    • Production
      :
      https://businesscenter.visaacceptance.com
  2. In the left navigation panel, click
    Portfolio Management
    .
  3. Under Merchants, click
    Manage Merchants
    . The Manage Merchants page appears.
  4. Click
    + Add Merchant
    .
  5. Select where you want to board your merchant:
    • Select
      Board a new merchant account
       to create a new merchant account.
    • Select
      Add to an existing account
       to add a transacting merchant to an existing merchant organization.
      Click
      Next
      .
  6. If you are adding a transacting organization to an existing merchant account, search for the merchant account in the Boarding Presets section.
  7. If you have more than one boarding package, choose a boarding package from the drop-down menu, or enter text in the search field to find one. Click
    Next
    . If you have only one boarding package, the Boarding Package section does not display.
  8. Click
    Start
     in the Merchant Account Information section to enter account information.
  9. Optional: click
    Skip
     in the Hierarchy Details section to skip the hierarchy step.
  10. Click
    Start
     in the Transacting Organization and Products section to set up a transacting organization and configure products for it. The Transacting Organization and Products page appears.
  11. Under Transacting Organization Details, enter the transacting organization name and the organization ID.

Enabling
TMS
 for an Existing Merchant Account

Follow these steps to enable
TMS
 for an existing merchant account:
  1. In the left navigation panel, click
    Portfolio Management
    .
  2. Under Merchants, click
    Manage Merchants
    . The Manage Merchants page appears.
  3. Search for the organization on the Manage Merchant page.
  4. Find the organization in the Search Results table, and click the eyeball icon. The Merchant Details page appears.
  5. In the Products section, click
    + Add Products
    . The Add a Product page appears.
  6. Under Commerce Solutions, select Token Management Service. Click
    Add
    . The Token Management Service page appears.
  7. In the Product Configuration Template drop-down menu, select your template.
  8. Click
    Apply
     to save your configuration.

Configure Network Tokenization

Follow these steps to configure merchant token vault network tokenization settings:
  1. Log in to the test environment or production environment.
    • Test
      :
      https://businesscentertest.visaacceptance.com
    • Production
      :
      https://businesscenter.visaacceptance.com
  2. In the left navigation panel, click the
    Token Management
     icon ( ).
  3. Click
    Vault Management New
    . The Vault Management page appears.
  4. Select the vault owner that you want to configure from the Vault Owner drop-down list.
  5. In the Details column, click
    Network Tokenization
    . The Network Tokenization page appears.
  6. On the VISA tab, switch the
    Enroll to VISA Token Services
     button to On to enable Visa token services. The required business information for the merchant information will be populated:
    • Merchant name
    • Website URL
    • Country code
  7. Click
    Onboard with Acquirer ID
     and enter the required information:
    • Acquirer ID: Set the value to
      40010052242
      . This is a static acquirer ID that is used for
      TMS
      .
    • Acquirer merchant ID: Enter your organization ID.
  8. Click
    Manage Details
    .
    1. >Check
      Enable Visa Token Provisioning
       to enable Visa network token provisioning.
    2. >Check
      Enable Visa Token Transactions
       to enable Visa transaction processing using network tokens.
    3. Enter the token requestor ID (TRID) if necessary:
      • TRID
      • Relationship ID
  9. On the MASTERCARD tab, switch the
    Enroll to MASTERCARD Token Services
     button to On to enable Mastercard token services.
  10. Click
    Manage Details
    .
    1. Check
      Enable Mastercard Token Provisioning
       to enable Mastercard network token provisioning.
    2. Check
      Enable Mastercard Token Transactions
       to enable Mastercard transaction processing using network tokens.
    3. Enter the token TRID if necessary:
      • TRID
      • Relationship ID
  11. On the AMERICAN EXPRESS tab, switch the
    Enroll to AMERICAN EXPRESS Token Services
     button to On to enable American Express token services.
    1. Check
      Enable American Express Token Provisioning
       to enable American Express network token provisioning.
    2. Check
      Enable American Express Token Transactions
       to enable American Express transaction processing using network tokens.
    3. Enter the token TRID if necessary:
      • TRID
      • SE number
  12. Click
    Submit
     to save your settings.

Meta Keys

Portfolio organizations that send requests to the
TMS
 API on behalf of their transacting merchants can create Meta keys. Meta keys are used to transact on behalf of their multiple transacting MIDs with a single key. For more information on Meta keys, see Meta Key Creation and Management in the
Creating and Using Security Keys
 developer guide.

Reports

This section describes how to create, view, and manage reports in the
Business Center
. Reporting is crucial to the success of you and your merchants. The
Business Center
 offers several options for accessing and downloading your transaction data:
Payment Batch Summary Report
A report that tracks the processed payment data of your managed merchants, such as total sales and refunds by currency and payment method.
Reports
Reports can be generated using preconfigured settings or by configuring your own custom settings. These reporting options are known as:
  • Custom reports
     that you create for your organization's reporting needs.
  • Standard reports
     that track and reconcile payment activity using preconfigured settings and require no setup.
The type of transaction information generated by these reports is determined by the report type. Some report types can only be produced by a portfolio-level user while other report types may only be accessible at the merchant account level. The report types available depend on the services enabled in your portfolio. An individual user's access to available reports depends on the account permission levels in the
Business Center
.
Reports contain personal identifiable information (PII). Any individual who is given permission to view reports has access to this information.
Reporting Using the
Business Center
For detailed information about reporting using the
Business Center
, see the
Reporting User Guide
.
Reporting API
If you, as a partner, would like to automate your generated reports, see the
Reporting Developer Guide
.