You may need to change the provider you use to pay your commissions, this article will show you the steps to update and test your new provider.

What We’ll Cover

• Setting up an Account with a New Provider
• Entering the New Provider Credentials
• Testing the Change
  • Adding the New Provider to a Test Associate
  • Making a Test Payment
  • Updating Default Commission Merchant
  • Updating All Associates to the New Provider

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Setting up an Account with a New Provider

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

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

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Entering the New Provider Credentials

Admin: Corporate Admin
Page: Administration > Advanced Settings > Merchants
URL: [CLIENTID].corpadmin.directscale[ENVIRONMENT].com/Settings?category=Merchants
Permission: ViewAdministration(), ViewAdvancedSettings()

1. Locate your new money out provider’s section.

2. Complete the form with your credentials.

3. Uncheck the Is live checkbox from your current money out provider and check it for the new one.

   

   Note: Some of the provider options don’t have an Is live checkbox.

4. Click Save Changes.

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Testing the Change

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Adding the New Provider to a Test Associate

Admin: Corporate Admin
Page: Associates > Find Associates > Associate Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Detail?id=[ASSOCIATE_ID]

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:

   

   1. Click the Edit icon next to the payment method name. The Payment Merchant pop-up window opens.
   2. Select the Merchant (payment provider).
   3. Click the Save Changes button.

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Making a Test Payment

Admin: Corporate Admin
Page: Commissions > Payables
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/ManagePayables
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.

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Updating Default Commission Merchant

Admin: Corporate Admin
Page: Administration > Advanced Settings > Commission
URL: [CLIENTID].corpadmin.directscale[ENVIRONMENT].com/Settings?category=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 money out Merchant ID.
3. In the Default Merchant Creation on Enrollment field, enter the default money out provider ID for newly enrolled Associates.
4. Click Save Changes.

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Updating All Associates to the New Provider

Admin: Corporate Admin
Page: Administration > Data Editor
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Admin/SQLEditor
Permission: EditSqlEditorAdvanced()

1. Under 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.

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