Boarding Templates

Partners can use various boarding templates to customize merchant onboarding and meet the business needs of each merchant.

A boarding template is a collection of predefined attributes and rules that an acquirer (bank), technical partner, or merchant uses to board merchants onto their platform. Boarding templates help automate the entire boarding process by packaging all of the required information needed to board merchants. You can use templates to reduce the manual steps and time it takes for merchant accounts to start processing payments.

Templates also allow an acquirer or partner to make configuration changes to individual and multiple merchants in the portfolio.

You can use a boarding template to initialize or make changes to any of the following: