We have just completed the integration of Aurora Payments Merchant Reporting into your favorite Merchant Services CRM!
ISOs can now add a new Aurora Payments datasource in the CRM and use it for retrieving transaction reporting data for accounts that are processing through the Fiserv (First Data) and TSYS networks.
Let’s see how you can enable the Aurora integration on your site, and begin using the new integration in a few easy steps.
Send IRIS Setup Request
As the first step in the setup process, please download the Aurora IRIS CRM Data Transfer agreement, and complete the form.
When you’re done, email the agreement to agentsupport@risewithaurora.com with the subject line of: IRIS Setup Request
Add New Aurora Datasource
Once IRIS has been set up in Aurora, you will need to create a new datasource in your CRM.
Navigate to Manage > Administration > Processors > Processor Settings, and add a new data source.
In the new datasource popup, select the Production environment, enter your Aurora API username and password, and select the Aurora API Endpoint:
Note: In this example, we’re setting up a datasource for Aurora Fiserv, however a similar procedure is followed for Aurora TSYS datasource too, except you will be selecting Aurora (TSYS) in the Type dropdown (and configuring some TSYS-specific settings):
Both Aurora Fiserv and Aurora TSYS datasources provide the deposits, chargebacks, and other important merchant data.
When you are done editing the datasource, click Assign to save it.
Create Scheduled Tasks
Finally, you will need to set up scheduled tasks for retrieving merchant data from Aurora on a daily basis.
Navigate to Manage > Administration > Site Options > Scheduled Tasks, and click Add Task to add a new scheduled task.
The new schedule item popup will appear as shown in the below screenshot:
Use the popup to create the following 6 scheduled tasks to run in daily intervals:
- Aurora API (Omaha) – Import Merchants
- Aurora API (Omaha) – Account Information
- Aurora API (Omaha) – Batches & Transactions
- Aurora API (Omaha) – Memos
- Aurora API (Omaha) – Chargebacks & Retrievals
- Aurora API (Omaha) – Statements
Aurora Payments Reports Examples
Once the report data starts streaming in, you will be able to view various reports for each of your merchants on the Merchant Details page.
Below are a few examples of reports generated using data retrieved from Aurora Payments.
Deposits:
Account Status:
Financials:
Memos:
Chargebacks:
Statements:
Stay tuned for more updates coming soon!
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