New Merchant - (Sign Up / Enrollment)

Add / Enroll a new Merchant to your portfolio


Parameters

The following parameters are available to properly add / enroll a new merchant to your portfolio.

parameter

description

required

new

indicates whether or not the merchant is new to credit card processing
Possible request values are 0 = not new and 1 = new
Note: To have annualCCSales higher than 0 this field must be set to 0

Yes

descriptor

the name under which the merchant is doing business (this will be used as the transaction descriptor on customer statements)

Yes

annualCCSales

the value of annual credit card sales for this merchant
Note: This field is represent as an integer in cents, so 10000.00 would be set as 1000000

Yes

avgTicket

the value of average credit card sales for this merchant
Note: This field is represent as an integer in cents, so 100.00 would be set as 10000

Yes

highTicket

the value of highest credit card sale for this merchant
Note: This field is represent as an integer in cents, so 100.00 would be set as 10000

Yes

environment

the environment the merchant runs under:
only accepts: supermarket, moto, cardPresent, fuel, serviceStation, restaurant, ecommerce

Yes

mcc

the Merchant Category Code of this merchant
MCC's will be approved by QorPay or your merchant service provider (MSP)

Yes

status

the status of the merchant:
0 = Not Ready
1 = Ready
2 = Boarded
3 = Manual
4 = Closed
5 = Returned

Yes

merchant

an {object} of merchant data (see merchant object parameters below)

Yes

owners

an array of owner {objects} (see owners object parameters below)

Yes

The merchant object provides the following parameters

parameter

description

required

type

this merchant's type:
0 = Sole Proprietor
1 = Corporation
2 = Limited Liability Company
3 = Partnership
5 = Non-Profit Organization
6 = Government Ogranization

Yes

startDate

The date the merchant started business. The field is in the form 'YYYY-MM-DD'

Yes

name

the name of this merchant

Yes

address1

the first line of the address associated with this merchant

Yes

address2

the second line of the address associated with this merchant

No

city

the city associated with this merchant

Yes

state

the two letter abbreaviation of the state associated with this merchant

Yes

zip

the zip code associated with this merchant

Yes

country

the country associated with this merchant.
Currently only accepts USA

Yes

timezone

this merchant's timezone.
Possible values: est, cst, pst, mst, akst, hst, sst, chst and ast

Yes

phone

the phone number associated with this merchant

Yes

email

the email associated with this merchant

Yes

ein

the IRS Employer Number associated with this merchant

Yes

website

the website url associated with this merchant

Yes

locations

the number of locations for this merchant

Yes

public

indicates whether or not this merchant is publicly held
Either 0 = private or 1 = public

Yes

bank_accounts

an array of bank account {objects} (see bank_accounts object parameters below)

Yes

Each object in the bank_accounts array inside of the merchant object provides the following parameters

parameter

description

required

account

an {object} of account information (see account object parameters below)

Yes

currency

the currency type this merchant is using.
Only accepts USD

Yes

primary

indicates whether or not this account is the primary account of this merchant.
Either 0 = no or 1 = yes

Yes

The account object inside of the bank_accounts array provides the following parameters

parameter

description

required

method

this account's bank account type:
8 = Checking
9 = Savings
10 = Corporate Checking
11 = Corporate Savings

Yes

number

the bank number of this account

Yes

routing

the routing number of this account

Yes

Each object in the owners array provides the following parameters

parameter

description

required

title

the title of this owner

Yes

first

the first name of this owner

Yes

last

the last name of this owner

Yes

dob

the date of birth of this owner. The field is in the form 'YYYYMMDD'

Yes

email

the email associated with this owner

Yes

ownership

the percent ownership that this owner has. The field is represented as basis points, so 80% would be 8000

Yes

timezone

this owner's timezone.
Possible values: est, cst, pst, mst, akst, hst, sst, chst and ast

Yes

address1

the first line of the address associated with this owner

Yes

address2

the second line address associated with this owner

No

city

the city associated with this owner

Yes

state

the two letter abbreviation of the state associated with this owner

Yes

zip

the zip code associated with this owner

Yes

country

the country associated with this owner.
Currently only accepts USA

Yes

phone

the phone number associated with this owner

Yes

ssn

the Social Security Code of this owner

Yes

primary

indicates whether or not this is the primary owner
Either 0 = no or 1 = yes

Yes

JSON Example

The following JSON example provides test values to board a new merchant to your portfolio. You can copy and replace these values in the above Body Params section

{
    "descriptor": "Smith Processing",
    "annualCCSales": 1000000,
    "avgTicket": 10000,
    "highTicket": 1000000,
    "environment": "retail",
    "mcc": "8111",
    "status": "0",
    "merchant": {
        "type": 0,
        "startDate": "2018-05-05",
        "name": "Smith Company LLC",
        "address1": "123 North 12 St",
        "address2": "Suite 403",
        "city": "Miami",
        "state": "FL",
        "zip": 33024,
        "country": "USA",
        "timezone": "est",
        "phone": 1234567891,
        "email": "[email protected]",
        "ein": 123456789,
        "website": "http://www.example.com",
        "locations": 1,
        "public": 1,
        "bank_accounts": [
          {
              "account": {
                 "method": 8,
                 "number": "023456789012345",
                 "routing": "063013924"
              },
              "currency": "USD",
              "primary": 1
          }
        ]
    },
    "owners": [
      {
        "title": "CEO",
        "first": "James",
        "last": "Smith",
        "dob": 19590122,
        "email": "[email protected]",
        "ownership": 8000,
        "timezone": "est",
        "address1": "123 Example St.",
        "address2": "Suite 403",
        "city": "Miami",
        "state": "FL",
        "zip": 33024,
        "country": "USA",
        "phone": 1234567891,
        "ssn": "123456789",
        "primary": 1
      }
    ]
}
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