---
title: "Merchant Boarding Process"
slug: "merchant-boarding-process"
status: "update"
updated: 2026-01-06T15:57:27Z
published: 2026-01-06T15:57:27Z
canonical: "resource.payrix.com/merchant-boarding-process"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://resource.payrix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Merchant Boarding Process

These articles will demonstrate the process of boarding new merchants to the platform using the Portal or API. The articles detail the requirements you can expect when receiving new Merchant Signup Forms to streamline the merchant boarding flow.

- [New Merchant Boarding Flow](/v1/docs/new-merchant-boarding-flow)
- [Merchant Bulk Upload Requirements](/v1/docs/merchant-bulk-upload-requirements)
- [Operational Merchant Boarding Process](/v1/docs/operational-merchant-boarding-process)

The process of adding clients (merchants) to the Payrix Pro platform to use the Payrix Pro payment solutions. Also known as *onboarding*.

An entity that can process transactions and has been onboarded through a Payrix Pro partner.

The web portal offered by the Payrix Pro platform to accomplish tasks for their business through a web-based user interface rather than the API. The Payrix Pro portal contains general settings, payment processing options, reporting, fee settings, group assignments, user management, and much more.