API Overview

Visa Acceptance Platform Implementation Guide
- Recent Revisions to This Document
- VISA Platform Connect: Specifications and Conditions for Resellers/Partners

Getting Started with the Visa Acceptance Platform
- Your Visa Acceptance Platform Environments
- Assign a Portfolio Administrator
- Assemble Your Operations Team
- Portfolio Hierarchy
- Platform Features Overview

Portfolio Set-Up Tasks
- Access Your Portfolio Account
- Create Roles
- Create Users
- Verify Your Partner Portfolio Services

Merchant Management Setup
- Create Templates for Services
  - Creating Templates
  - Retrieving and Editing Templates
- Create Merchant Accounts
  - Creating New Merchant Accounts
  - Creating New Transacting Accounts in Merchant Accounts
- Merchant Hand-Off

Bill Payment Set Up
- Set Up Automatic Payments
- Make One-Time Payments
- Fields in a CSV Billing Invoice File

Reports Set Up
- View Payment Batch Summary Report
- View and Download Available Reports
- Manage Report Subscriptions
- Create Custom Report Subscriptions
- Create Portfolio-Level Reports
- Create One-Time Reports
- Create Merchant Groups

Checklist for Portfolio Setup

On This Page

Portfolio Set-Up Tasks

As the portfolio administrator, you must complete these initial set-up tasks when logging into your portfolio account for the first time:

Obtain your login credentials to the production environment, and if applicable, test environment.

Create roles in the Business Center. See Create Roles.

Create users in the Business Center. See Create Users.

Verify that your partner portfolio contains all of the services you chose. See Verify Your Partner Portfolio Services.

If you have a test portfolio account, Visa Acceptance Solutions recommends testing these setup tasks in your test account before completing them in your production account.

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