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About This Guide

Boarding Registration
- Requirements
- Understanding Accounts and Organizations
- Understanding Organization IDs

Product Templates
- Adding Templates

Creating Organizations
- Creating a Merchant Account
  - Using the Business Center to Create a Merchant Account
    - Adding Merchant Account Information
    - Setting Up the Transacting Organization and Products
  - Using the API to Create a Merchant Account.
    - Using the API to Create a Merchant Organization
      - Required Fields for Boarding a Merchant Organization
      - Creating a Merchant Account Using the API
      - Example: Creating a Merchant Organization Using the API
    - Using the API to Add a Transacting Organization to a New Merchant Organization
      - Required Fields for Adding a Transacting Organization to an Existing Organization
      - Adding a Transacting Organization to an New Merchant Organization Using the API
      - Example: Creating a Transacting Organization Using the API
- Adding a Transacting Organization to an Existing Organization
  - Using the Business Center to Add an Additional Transacting Organization to an Existing Merchant Organization
    - Configuring the Transacting Organization and Products
  - Using the API to Add a Transacting Organization to an Existing Organization
    - Required Fields for Adding a Transacting Organization to an Existing Organization
    - Adding a Transacting Organization to an Existing Organization Using the API
    - Example: Creating a Transacting Organization Using the API

Using the Business Center to Search for Organizations
- Search Results
- Sorting and Filtering Search Results
- Viewing an Organization's Hierarchy

Managing Organization Information Using the Business Center
- Viewing and Editing an Organization's Business Details Using the Business Center
- Viewing and Editing an Organization's Processor Details Using the Business Center
- merchants-v2-edit-products-intro
  - mechants-v2-edit-products-add
  - mechants-v2-edit-products-modify
  - mechants-v2-edit-products-remove

Updating an Organization's Information Using the API
- Required Fields for Updating an Organization's Information
- Requesting the Update Using the API
- Example: Updating an Organization's Information Using the API

Adding a New Product to an Existing Organization Using the API
- Required Fields for Adding a New Products
- Adding a New Product to an Existing Organization Using the API
- Example: Adding a New Product to an Existing Organization Using the API

Using the Business Center to Change an Organization's Status

Switching Merchants

Sending a Registration Email

Using the API to Retrieve a List of Organizations
- Retrieving a List of Organizations
- Using Query Parameters to Filter Results
- Example: Retrieving a List of Organizations Using the API

Using the API to Retrieve the Details of an Organization
- Required Fields for Retrieving the Details of an Organization
- Retrieving the Details of One Organization
- Example: Retrieving an Organization

Extending the Hierarchy
- Hierarchy Example
- Adding a Structural Organization to a Merchant Organization
  - Using the Business Center to Add a Structural Organization to an Existing Merchant
    - Adding the Structural Organization
    - Creating a Transacting Organization and Products
  - Using the API to Add a Structural Organization to a Merchant Organization
    - Required Fields for Boarding a Structural Organization
    - Creating a Structural Organization Using the API
    - Example: Creating a Structural Organization Using the API

Product Boarding Template Reference

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REST API | Visa Platform Connect

Product Templates

A product template enables and configures a product and is applied to more transacting organizations. Product templates are created in the business center by an administrator user. Before you board a transacting organization, you must create a product template for each product that you will assign to it. Not every product support templates.

You will apply product templates to a transacting organization when you create it. You can also create multiple templates for a product, configured differently, and decide which one to apply to a transacting organization, depending on the organization's needs.

Templates can be modified at any time; however, organizations that already have the template applied do not inherit the modifications. Modifying a template only affects new organizations that you apply to it.

For product-level boarding information, see the Product Boarding Template Reference.

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