How to Set Up Mulitple Mids/Merchants within Connect Manager

Savvy has now updated Connect Manager to allow you the customer to set up new Mids/Merchants internally. 

Once added Savvy will review and approve/reject and you will receive a confirmation email.

Requirements:  All of the below can be granted by the Super User in your organisation.

Policy Admin > Merchant in your chain

Policy Admin > Keys Management (If using API Keys)

Permission – Create Merchant

Steps:

1. Login into Connect Manager
2. Go to Policy Admin / Merchant in your chain

3. Click “Add Multiple Merchants” on the bottom of the screen returned

4. You will be brought to a new screen where you are asked to upload an Excel file and confirm which API key is required (if necessary).  Untick the API key box if not using

5. The Excel file must contain the following headings:  All headings must be present in the file but the ones in Pink have to be filled out with information or the file will be rejected. *see notes on Brands & Channels further down - There is a copy of the Bulk file attached to this article for your use, the 1st line is an example only and must be removed before using. 

6. After pressing “upload” a table is returned with message/s either reading “submitted successfully” or an error message ie Brand not valid.  You will also receive a Green “ok” message to confirm that a confirmation email will be sent when the merchants are approved on the Savvy side.
7. To view a list of merchants recently uploaded go to Policy Admin > Merchant in Your Chain, underneath the status heading will confirm what status the merchants are currently in.

8. You still have the option here to edit the merchants while in a pending state before Savvy approves them.  Ie if you need to add a Group or forgot to add an API key. 

And you can always delete a pending mid by clicking the “Bin” icon.

9. Once merchants have been approved by Savvy the status will change to “Active”.

Brands and Channels

Brands

As you can now upload merchants within Connect Manager, you can now also add new brands.  Brands are either the specific business or company name associated with the MID. This could be the channel distributor like BHN, InComm or Merchant Name.

Menu Requirements:

Menu Item: List Brands

To add a new brand:

1. Go to Policy Admin> List Brands

1. A screen is returned with a list of all your current brands.
2. To add a new brand, go to the bottom of the list and click “Add new brand”

1. Enter in the name of the new brand and click save.
2. To edit a brand, click the pencil icon beside the brand name, once edit is complete click Save.

Channels:

Channels are used for reporting and are the specific sales channels associated with the MID, there is no option to add to or edit these.

• B2C - Direct – Stores
• B2B - Third Party
• Head Office
• B2C - Direct – Online
• B2C - Third Party
• B2B – Direct