Please find attached below the topics discussed on this page:
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On this page, the user can set up a complete completely new MID, edit, deactivate, reactivate an existing MID
Where is it located?
From CRM Homepage, go to the left side menu
Scroll down and click on Payments
Then click on Providers and the Providers page will be shown on the right side of the page
Go to the right side of the page and click on the Provider Mids button
The user is then redirected to theMerchant ID (Mids) page of the specific payment provider
How to configure and activate a new MID
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For more information, we suggest contacting the DFO Banking Team in order to know what information are needed |
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Provider Mids button that redirects the user to theMerchant ID (Mids) page
From the Merchant ID (Mids) page click on the + Create New button and theNew MIDs tab will pop up
Fill the New MIDs tab with the MIDs details (please note that for each payment provider, the details requested to set up a new MID may vary - check below an example of New MID tab)
How to set up or edit the MID tab
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Main Mid field: select the main MID if available, within the Payment Provider MIDs created.
Mid Cap - Monthly Amount (USD) field: this has to be added to the maximum monthly limit that the MID can reach. This should be included ONLY if the MID has a monthly limit allowance.
Please note that funnels and campaigns that use MIDs with such option enabled, once the MID have reached the monthly limit, it is automatically blocked.
For this reason, we generally suggest setting up multiple MIDs on the same campaign or funnel.
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Is Active (Mid Cap) toggle: this has to be set to ON, ONLY if the MID has the MID Cap enabled
Mid Card Types field: this option is visible ONLY after the MID has been configured. By selecting this field a drop-down menu will pop up, and the user can select one, a few, or all Card Types available
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Currencies field: add the required currenciescurrencies.
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Please note that this is a mandatory field, without currencies, the MID will not work. |
Merchant Client ID field: this field appears for each one of the currencies set up on the MID. It can be edited prior to adding the currency to the list.
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Please note that this is a mandatory field ONLY for Braintree, for which each currency should display their unique Merchant Client ID that the user gathers from his/her Braintree account. |
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Is Active (PRN) toggle: this has to be set to ON to activate the MID
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To edit a new MID for your payment provider, please follow the below steps.
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Provider Mids button that redirects the user to theMerchant ID (Mids) page
From the Merchant ID (Mids) page, go to the right side of the page and click on the Edit button of the MID that needs to be updated
The MIDs tab will pop up
Change the details of the MID in the MIDs tab
To activate or deactivate the MID, just switch to ON or OFF the toggle Is Active
Please note that for PayPal providers, it is also necessary to switch to ON or OFF the toggle Is Paypal Direct Debit Active
Once finished, click on the Save button, at the bottom of the tab
The Payment Provider and its MIDs, have now been updated
What is on the Merchant ID (Mids) page
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In this column, users can be verified if there are any PRNs registered in CRM for this payment provider and consequently for its MIDs
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To set up a new PRNs or edit an existing one, please click on the MIDs Prns button.
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To activate or deactivate the MID, it can be done from the MID tab, by switching to ON or OFF the toggle Is Active
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MID Cap column
In this This column is display displays the limit of the transaction, in case the MID has been created with one
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To set up the MID Cap transaction limit, it can be done from the MID tab, by typing the amount on the MID Cap -
Monthly Amount (USD) field
MID Cap Active column
This column shows whether the MID Cap toggle has been activated or not
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To activate or deactivate the MID Cap, it can be done from the MID tab, by switching to ON or OFF the toggle Is Active (MID Cap)
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To activate or deactivate the MID Cap, it can be done from the MID tab, by switching to ON or OFF the toggle Is Paypal Direct Debit Active
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and the user can set up the information if a third-party company, like CB911, is used to check and work on any chargeback coming in on the specific MID.
CB911 is third-party software that flags orders that can become Chargeback in order to revert this and avoid the company losing revenue with this.
The Payment Routing Number (PRNs) page
A routing number identifies the location of the bank's branch where you opened your account. This number allows financial institutions, such as banks and credit unions, to trace where the money is coming from and where it's going, to not confuse one bank with anotherOn another.
On this page, it is possible to configure a new PRNs PRN for your MIDs or edit an existing one.
How to create or edit an existing PRNs
In order to set up a new PRNs PRN or edit an existing one, please follow the below instructions.
Go to the right side of the Merchant ID (Mids) page and click on the MIDs Prns button
From the
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Payment Routing Number (PRNs) page click on the + Create New button
or on the MID PRNs Edit button
In either case, a tab will pop up, and the user should fill it or edit it as per his/her needs
Once the information has been added or updated, the user should click on the Save button at the bottom of the tab.