Changing Your Commission Merchant Provider

If you’re unsatisfied with your current merchant integration, you can change the provider.

Entering the New Credentials

Before you can change money-out providers, set up an account with your new commission merchant.

To see a list of integrated providers, visit the DirectScale Marketplace. If your desired provider is not listed, please contact Customer Care to discuss a possible integration or other options.

Adding the New Provider to a Test Associate

Admin: Corporate Admin
Page: Associates > Search Associates > Associate Detail
Permission: EditAssociate()

  1. Navigate to an Associate’s Detail page.

  2. Locate the Billing and Payment section.

  3. Update one Associate to the new money-out providers:

    Billing & Payment section
    1. Click the icon next to the payment method name. The Payment Merchant pop-up window opens.

    2. Select the Merchant.

    3. Click the Save Changes button.

Making a Test Payment

Admin: Corporate Admin
Page: Commissions > Payables
Permission: ViewCommissions(), ViewPayables()

  1. Complete a manual payment adjustment for the updated Associate.

  2. Approve the payment.

  3. Verify with your new provider that the money was distributed correctly.

Updating Default Commission Merchant

Admin: Corporate Admin
Page: Settings > Advanced Settings > Commission
Permission: ViewAdministration(), ViewAdvancedSettings()

Once the test is successful, update all Associates to the new merchant:

  1. Locate the Money Out section.

  2. In the Default Commission Merchant ID field, enter the new commission Merchant ID.

  3. Click Save Changes.

Updating All Associates to the New Provider

Admin: Corporate Admin
Page: Tools > Developer Tools > Data Editor
Permission: EditSqlEditorAdvanced()

  1. Navigate to the SQL tab of the Data Editor:

  2. Run an UPDATE statement on the CRM_CommissionMerchant_Active table to update the old MerchantID to the new ID for every applicable AssociateID.

  An account with the new provider will get provisioned once the Associate gets paid commissions. If the Associate has an account prior to receiving commissions, they will need to work with the previous provider and establish a migration plan.
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