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Creating Templates

Before you begin creating merchant templates, ensure that you have completed the portfolio set-up tasks. For more information, see Create Roles and Create Users.
Follow these steps to create templates in your partner portfolio in the
Business Center
. To create templates, you must log in to the
Business Center
 as an administrative user. Merchant templates are required before you can add a merchant to your portfolio.
  1. Log in to your
    Business Center
     test or production account.
    If have a branded URL, use the URL provided in your confirmation email.
  2. On the
    Business Center
    's left navigation panel, choose
    Portfolio Management > Portfolio Tools > Template Management
    .
    The Template Management page appears.
  3. Click
    Add new template
    .
    The Add New Template menu appears.
  4. Choose the service type, enter a name and description for the new template, and indicate whether you want this template to be the default template for this service.
  5. Click
    Next
    .
    A service-specific configuration page appears.
  6. Enter service-specific information needed to create the template and then click
    Submit
    .
    The list of templates for the chosen services appears, such as:
    • Payment Card Integration
    • Integration Methods
    • API Calls and Functions
    • Request and Reply Fields
    • Processing Flow Review
    • Integration Considerations
    • Dev Center Link / Documentation / Testing