Managing Merchants
Managing Merchants
You can add merchants, search for merchants, and edit their information as necessary.
Adding a New Merchant
When you add a new merchant, you are required to enter the following information:
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Merchant information
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Processor settings
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Product settings
Adding Merchant Information
 
Step 1
From the Merchants drop-down menu, choose Add Merchant.
Step 2
Complete the required fields.
 
Table 1
Merchant Information Fields  
Field
Description
Required/Optional
CyberSource Merchant ID
Merchant identifier.
Required.
Merchant Name
Merchant name.
Required. In addition to alphanumeric characters, the following special characters are allowed: space _ + - * " /' & , ( ) ! $ ; : ? @ #
Country
Merchant country
Optional.
Address (line 1)
First line of merchant street address.
Required.
Address (line 2)
Second line of merchant street address.
Optional.
City
Merchant city.
Required.
State/Province
Merchant state or province.
Required for addresses in USA, Canada, and Australia.
Zip/Postal Code
Merchant zip or postal code.
Required for addresses in USA, Canada, and Australia.
Phone
Merchant phone number.
Required.
Website URL
Merchant web site URL.
Required.
Time Zone
Merchant time zone.
Required.
Step 3
Enter the business contact information.
 
Table 2
Business Contact Information
Field
Description
Required/Optional
First Name
Business contact first name.
Required.
Last Name
Business contact last name.
Required.
Email
Business contact email. This address is used to the notify merchant of registration completion, merchant status change, and login instructions to the Business Center.
Required.
Phone Number
Business contact phone number.
Required. The plus sign (+) and 13 digits are allowed for international numbers.
Step 4
Enter the technical contact information. If this contact is the same as the business contact, check the Use Business Contact box.
 
Table 3
Technical Contact Information 
Field
Description
Required/Optional
First Name
Technical contact first name.
Optional if business contact used. Otherwise, required.
Last Name
Technical contact last name.
Optional if business contact used. Otherwise, required.
Email
Technical contact email.
Optional if business contact used. Otherwise, required.
Phone Number
Technical contact phone number.
Optional if business contact used. Otherwise, required. The plus sign (+) and 13 digits are allowed for international numbers.
Step 5
Enter the emergency contact information. If this contact is the same as the business contact, check the Use Business Contact box.
 
Table 4
Emergency Contact Information
Field
Description
Required/Optional
First Name
Emergency contact first name.
Optional if business contact used. Otherwise, required.
Last Name
Emergency contact last name.
Optional if business contact used. Otherwise, required.
Email
Emergency contact email.
Optional if business contact used. Otherwise, required.
Phone Number
Emergency contact phone number.
Optional if business contact used. Otherwise, required. The plus sign (+) and 13 digits are allowed for international numbers.
Step 6
Click Continue.
The information you entered is saved and the Processor Settings page opens.
 
Adding Processor Settings
 
Step 1
Select a processor from the drop-down list. If your processor is not listed, select Skip this step.
Step 2
Select the payment types accepted by the merchant.
Step 3
Select the accepted currencies and click the arrow button to move them to the Enabled column.
Step 4
Enter the Merchant ID (MID) and Terminal ID (TID) for each of the currencies accepted. Repeat this step for each accepted payment type.
Step 5
In the Extended Transaction Settings section, select or enter the necessary information.
Step 6
Under Additional Services, select 3D Secure if you want to enable this service for any or all of the accepted payment types.
Step 7
Under Configure 3D secure, select the cards that will be covered.
Step 8
Click Continue
The information you entered is saved and the Product Settings page opens.
 
Adding Product Settings
 
Step 1
If the merchant will be using Virtual Terminal, check the Virtual Terminal (VT) box.
Step 2
From the Settings Template drop-down menu, choose the template that the merchant will use.
The Virtual Terminal settings fields that are merchant specific need to be configured.
Step 3
Select the card types that you have been authorized to accept by your merchant account provider. If displaying credit card information, it is required that you display at least one type of credit card. All selected card types will appear as payment options in the Virtual Terminal.
Step 4
If you want to provide an email receipt, check the Email Receipt to Customer box.
Step 5
If you want to provide a printable receipt, complete the Printable Receipt fields.
Step 6
If you want to use one or more of the merchant-defined data fields to add other information to the order, complete the Merchant-Defined Data Fields section. If you need more than four fields, you can click on Additional Merchant-Defined Data Fields to add up to 20 fields.
Step 7
Check the I accept the Terms and Usage of Merchant-Defined Data Fields box.
Step 8
Click Continue.
The Review and Confirm Merchant Registration page opens.
Step 9
Ensure that the information is correct. To correct or change any information, click Edit for that section.
Step 10
Click Confirm and Save.
The merchant is boarded and registration emails are sent to the merchant business contact with the business center login instructions.
 
Virtual Terminal Merchant-Specific Information
The following Virtual Terminal settings fields are merchant-specific.
Payment Information
You can choose which card types to display and accept in the Virtual Terminal. For example, if your merchant bank account supports only Visa and MasterCard, you can configure the Virtual Terminal to display only these card types.
For each card type that you choose in the first column, you can also choose to display (second column) or require (third column) the card verification number (CVN). The field appears in the order form below the card number in bold if you choose to require it or in normal type if you choose to only display it. If you use a card reader, you still need to enter the CVN manually because this number is not part of the information encoded in the card. The card verification number is a three- or four-digit number printed on the back or front of cards. This number ensures that your customer has physical possession of the card at the time of the order.
Printable Receipt
Complete this section to provide a printable receipt to your customers. You can use printable receipts for retail transactions and as packing information for the orders that you ship. Therefore, you can choose to provide the ability to print a single or a double receipt. You can use part of the double receipt format to give to your customer at the point of sale or as a packing slip when you ship goods.
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Telephone and email information is specific to each individual merchant and must be configured separately. Be sure to enter the information that you want to have appear on the receipt. This information will be printed in addition to the optional fields that you selected.
Email Receipt
Complete this section to email a receipt to your customers for card-not-present transactions. Check the box and enter the email address from which you want an email receipt sent by CyberSource to appear to originate.
Merchant-Defined Data Fields
You can use one or more of the merchant-defined data fields to add other information to the order, such as an order number, additional customer information, or a special comment or request from the customer.
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You can enter up to 64 characters in each field. As soon as you check one of the boxes, you are required to accept the terms for using the merchant-defined data fields. The link for the text and the check box are located at the bottom of the page next to the Submit button.
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Because no reminder of these rules exists in the Virtual Terminal, be sure that all users who place orders know about and follow the rules.
The label is the name of the field that you want to see in the Virtual Terminal. The default value is the value that automatically appears in the Virtual Terminal if you enter a value here. Whether or not you enter a value in the settings page, you can change the value that appears in the Virtual Terminal, for example:
Table 5
Merchant-Defined Field Example
Name
Default Value
Shipping
Standard
Note Although you are entering a default value in this field, you can change the value to another while you are processing a transaction in the Virtual Terminal.
If you check (at least) the Display box, complete any of the fields, and un-check the box, the data is disabled in the settings page and does not appear in the Virtual Terminal.
If you capture or void a transaction, the content of the merchant-defined field still appears in the Virtual Terminal, on the transaction confirmation and receipt, and on the transaction search detail page. You can use these fields with all card transactions available in the Virtual Terminal.
Assigning and Configuring a Secure Acceptance Profile
If a reseller has a Secure Acceptance profile, it can be assigned to the merchant either upon boarding or after the merchant has been boarded. Once a profile has been assigned, it can be configured specifically for that merchant.
 
Step 1
If the merchant will be using Secure Acceptance, check the Secure Acceptance (SA) box.
Step 2
Under Reseller's Active Profiles, select the Secure Acceptance profile you want to assign to the merchant and click the arrow button to move the profile to the Enabled Profiles list.
Step 3
Click Update.
The name of the profile is now displayed below the two lists.
Step 4
Click the edit icon next to the profile name to configure the profile for the merchant. A window opens, displaying the five sections that can be configured:
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General Settings
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Payment Settings
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Notifications
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Customer Response
 
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For Silent Order Post (SOP) profiles, Hosted by you is required and is the only allowable option. Customer Redirect Web Address is also required. For Web/Mobile profiles, Hosted by you and Hosted By CyberSource are both available options. Customer Redirect Web Address is also required. Valid addresses must contain http://.
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Appearance & Branding
Step 5
Complete the configuration for each section and click Save.
Step 6
Click Confirm and Save.