February 2022 Release Notes

Custom portal coloring is now available!

As a part of the private label experience with Payrix, Partners can now change the color theming on the portal to match their company colors.

Color Scheme - Payrix now offers a configurable color scheme in the merchant portal. This is available in both the sandbox and production environments. In a few easy steps, partners can now set the primary color of the merchant portal to create a seamless experience from the partner's platform to the merchant portal 

How to set your portal color:

Step 1: Log into your merchant portal 

Step 2: Navigate to the settings section on your dashboard 

Step 3: Locate the color selector option under Whitelabel 

Step 4: Use the color selector theme object to select the correct color or input the correct color number 

Step 5: Save the color 

Step 6: Make sure the color you want to display is marked as default, and this will populate in the merchant portal to provide a more seamless experience between your platform and the portal.

A video demonstration is provided below.

Login Screen Template Customization

Payrix offers partners the ability to create a customized login screen. Partners will be able to select from 4 different pre-built templates and upload a picture of their choosing as a background. Additionally, clients can change their logo and input the desired text to customize the login screen.

A video demonstration is provided below.

How to set up your custom login screen:

Step 1: Log into your merchant portal

Step 2: Navigate to the settings section on your dashboard

Step 3: Locate the login screen templates under Whitelabel

Step 4: Click add login screen template and select the template of your choice

Step 5: Customize your login in template by adding the text of your choice and uploading a photo using the background image selector; this photo will populate on the login screen.

Step 6: Select your primary and secondary colors and click add

Step 7: Set your new login template to “Active” and save your work

You will now see the new template on your login screen to display a picture of your choice, color, and feel of your brand throughout the user experience.

Pre-Populate Merchant Sign Up Forms

How To - Use this guide to utilize the parameters available to Pre-Populate (or “pre-fill”) a Merchant Sign Up form with non-sensitive Merchant data stored in partner platforms. This easy URL query saves time in the boarding process, and reduces the information needed to create a Merchant account.

Payrix offers the ability to pre-populate Merchant Sign Up Forms using merchant data stored in partner platforms/software/databases. Platforms can now pass any pre-existing Merchant data into the signup form using parameters in the URL and pre-populate the nonsensitive Merchant information.

Once populated data is available for the merchant to review, and edit if needed, they will input their sensitive information (such as SSN, DOB, and Banking information) to create the Merchant account in a fraction of the time.

Use Cases:

Pre-Populate an Entity Name

Sending the following URL query parameters will provide partners with a populated entity field:

?name=entityname

Pre-Populate a Merchant Environment

Sending the following URL query parameters will provide partners with a populated merchant environment field:

?name=entityname&merchant[environment]=moto

Pre-Populate a Member

Sending the following URL query parameters will provide partners with a populated entity field:

?name=entityname&merchant[environment]=moto&merchant[members][0][first]=membername

Note: Some fields have specific values that can be sent, like environment and einType.

Other fields accept only 0 or 1, which are specified in the guide.

Query Parameters Used to Pre-Populate the Merchant Sign-Up Form

Before creating the parameters, please refer to the Boarding Guide and API Doc for details on the specific fields. Below is a list of all items that you can pass in with the query string and the corresponding value type.

EXAMPLE / TEST URL:

https://test-portal.payrix.com/signup/afrelease?type=1&name=name&phone=1111111111&customerPhone=1111111111&email=business@gmail.com&haveEmployees=1&irsFilingName=irsFilingName&industry=industry&payoutSecondaryDescriptor=payoutSecondaryDescriptor&einType=ssn&address1=6380west24ct&address2=108&city=miami&state=FL&country=USA&zip=11111&merchant[annualCCSales]=2000&merchant[avgTicket]=2000&merchant[environment]=cardPresent&merchant[mcc]=0742&merchant[established]=12/8/2021&merchant[dba]=dba&merchant[advancedBilling]=1&merchant[new]=1&merchant[locationType]=77&merchant[ndxDays]=2&merchant[percentBusiness]=50&merchant[percentEcomm]=50&merchant[percentKeyed]=10&merchant[seasonal]=1&merchant[saqType]=SAQ-A&merchant[saqDate]=12/1/2021&merchant[qsa]=qsa&merchant[pciCompliant]=1&merchant[members][0][first]=first&merchant[members][0][last]=last&merchant[members][0][middle]=middle&merchant[members][0][citizenship]=USA&merchant[members][0][title]=title&merchant[members][0][ownership]=50&merchant[members][0][significantResponsibility]=1&merchant[members][0][politicallyExposed]=1&merchant[members][0][address1]=6380west24ct&merchant[members][0][address2]=108&merchant[members][0][city]=miami&merchant[members][0][state]=FL&merchant[members][0][country]=USA&merchant[members][0][zip]=11111&merchant[members][0][email]=test@gmail.com&merchant[members][0][phone]=1111111111&merchant[members][1][first]=first&merchant[members][1][last]=last&merchant[members][1][middle]=middle&merchant[members][1][citizenship]=USA&merchant[members][1][title]=title&merchant[members][1][ownership]=50&merchant[members][1][significantResponsibility]=1&merchant[members][1][politicallyExposed]=1&merchant[members][1][address1]=6380west24ct&merchant[members][1][address2]=108&merchant[members][1][city]=miami&merchant[members][1][state]=FL&merchant[members][1][country]=USA&merchant[members][1][zip]=11111&merchant[members][1][email]=test@gmail.com&merchant[members][1][phone]=1111111111

Merchant Business Information Parameter Values

Merchant Member Information Parameter Values

State possible values = AL | AK | AZ | AR | CA | CO | CT | DE | DC | FL | GA | HI | ID | IL | IN | IA | KS | KY | LA | ME | MD | MA | MI | MN | MS | MO | MT | NE | NV | NH | NJ | NM | NY | NC | ND | OH | OK | OR | PA | RI | SC | SD | TN | TX | UT | VT | VA | WA | WV | WI | WY | AA | AE | AP | AS | FM | GU | MH | MP | PR | PW | UM | VI

Canada Provinces possible values = ON | QC | NS | NB | MB | BC | PE | SK | AB | NL

Country possible values =  CAN | USA