Integration Guides
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Establish Processor Access

Step 1: Grant Forter access to each of your processors

Why does Forter need access credentials?

Forter needs access to login to your processor portal only for Chargeback Recovery related operations such as triage chargeback issues and identifying the root cause of any failure or error that may have occurred associated with a claim that should be represented by Forter.

Below is a list of supported processors:

Add Forter as a user to each of your PSP accounts

Adyen

American Express

Acquiring.com

Bluesnap

Braintree

Business Track

Citibank - Merchant Portal

Chase PaymentTech

Checkout.com (User permission "Dispute Management")

Corvia

ClientLine Enterprise Reports (BusinessTrack) (Fiserv)

Dalenys (PayPlug/Be2Bill portal)

Discover

dLocal

Ebanx

Elavon (MerchantConnect)

Elavon (Payment Insider)

Finaro/Credorax - Manual

FirstData (BusinessTrack) (Fiserv)

Global Payments

Kushki

Maverick

Merlink and Merlinkdrs

Mollie

Moneris

Nuvei

PayPal

PayPlug (Be2Bill)

PayRoc

PayRoc Canada

PayU

PaymentsHub

Shift 4

Shopify

Square

Stripe

Tabapay

Tap Payments

Vantiv

Worldpay (IQ)

Worldpay (MAI)

Zen

Connecting your payment service provider

Forter's Chargeback Recovery offers an end-to end recovery solution that automates the chargeback process to dispute and win more chargebacks.

Before getting started, Forter requires access to your payment service providers (PSPs) to be able to monitor your chargebacks and submit chargeback rebuttal letters on your behalf.

Instructions for connecting your PSP

  1. Create a new user account for your PSP
    1. Login to your payment service provider's portal.
    2. Create a new user with the permissions to access:
      1. Chargebacks
      2. Transactions
      3. Evidence submission
    3. Use [email protected] as the email address for this new user account.
    4. Note: Some PSP portals may require contacting their support team to create a new user.
  2. Finalize the PSP connection
    1. After creating the new user account, your PSP should send an automatic email invitation to Forter.
    2. Please inform your point of contact at Forter that you have created a Forter account for this PSP so that we can ensure the connection is successful.

Adyen

You can share access to your Adyen portal by granting the dispute management role to [email protected]. The required user permissions are "Merchant dispute management" and "View payments".

See Adyen's “Add a new user” page for instructions:

  1. Log in to the Customer Area using your company level-account.
  2. Navigate to Account > Users.
  3. Click Add new user.
  4. In the Contact Details pane, enter the following:
    1. Title: Forter Chargebacks
    2. Email: [[email protected]](mailto:[email protected])
  5. In the Role and Associated Accounts page, select the following:
    1. Merchant Standard - The User can log into the Customer Area. If you disable this role, the user is no longer able to log in to the Customer Area.
    2. Merchant allowed own password reset - The user can reset their own password. Enabled by default for all users.
    3. Merchant System Messages - The user can subscribe to Customer Area Notifications.
    4. Merchant Dispute Management - The user can manage payment disputes (including chargebacks and RFIs) and upload defense documents.
    5. View Payments roles - The user can look up payments and offers, and access the payment search pages. Enabled by default for all users.\

In addition to user access, you will also need to set up anAdyen API Key

American Express

Amex offers a portal to all merchants to view chargebacks. After enrolling, merchants can share restricted access to the Merchant Account of your American Express portal with Forter. The required user permission is "Resolve disputes".

  1. Login to merchantaccount.americanexpress.com
  2. Go to My Account > User Administration
  3. Click on the Create tab
  4. On the Create User screen, enter email [[email protected]](mailto:[email protected])and roles: Other

Braintree

You can share access to your Braintree portal by granting restricted access to the Dispute Management section of your Braintree portal with [email protected]. The required user permission is "Dispute Management".

  1. Log in to the Braintree Control Panel
  2. Click on the gear icon in the top right corner
  3. Click Team from the drop-down menu
  4. Click the New User button at the top of the page
  5. Input the following into the user details:
    1. Contact Name: Forter Chargebacks
    2. Phone: 1-800-537-0601
    3. Mailing Address: 575 Fifth Avenue; 29th floor New York, NY 10017
    4. Email: [email protected]
  6. Granting role permissions:
    1. Select Rights Granted
    2. In the Transactions, check the checkbox “Transactions” and “Download Transaction” with Masked Payment Data.
    3. In Reporting, check the checkbox “Create, Run, and Download Reports”
    4. In Dispute Management, check the checkbox “View, manage, and contest disputes”
  7. Select the associated Merchant Account ID(s) this user will have access by checking the box right next to the merchant account.
  8. Click Create User

Business Track

As you are creating the new user within your merchant account, an enrollment process is required to provide us with the access needed. We will receive a User ID upon approval which we’ll need to activate so it’s important that we have the right contact details provided during enrollment.

  1. Obtain your merchant ID, Checking Account, and if US, the Tax ID
    1. Your merchant account number can be found on your monthly statement.
    2. For Checking Account and Tax ID please contact your account manager for these details.
  2. Go to this link within Business Track
  3. Add the details below for account creation
    1. First Name: Chargeback
    2. Last Name: Recovery
    3. Zip/Postal Code: 10017
    4. Phone Number: 1-800-537-0601
    5. Email: [email protected]
  4. Add the Merchant ID, Checking account, and if available the Tax ID #
  5. Click “Create Account”

When you have completed the account creation, you will be taken to a page where you will need to make sure that the following access are shared for the new username you have created.

  • Dispute Manager
  • eResponse

If you miss this step, you can login to you main account and go to “User Management” and under “Applications” you will be able to view and select the above accesses required for the new username you have created.

If you prefer, you can also contact your account manager at Business Track to create the new user for you and provide them with the information above.

Chase PaymentTech

Managing chargebacks through Chase PaymentTech’s Resource Online is optional through Online Chargeback Management system. Make sure that this option is added to your merchant account in order to allow Forter the ability to view and respond to your chargebacks electronically.

To add Online Chargeback Management system, please call Chase Merchant Services at 888-886-8869. Then add an account for Forter Chargebacks with the following details.


Global Payments

Share access to your Global Payments Dispute Merchant portal by granting restricted access to [email protected]

To grant access:

  1. Log in to Merchant Portal and click on Account Management

  2. Click User Management

  3. Under User Management, click Create User (located on the right side)

  4. View the image above for guidance.

  5. Fill in the information below and click Next.

    1. First Name - Forter

    2. Last Name - Chargebacks

    3. Email Address: [email protected]

    4. View the image above for guidance.

  6. Select a Role, select the dropdown under Available roles for the Account User.

  7. To assign permissions

    1. Click on the plus (+) button to select the available permissions you would like to assign to the user. for the purpose of Chargeback Management, please assign the following permissions:

    2. Can View Transaction Search

    3. Can Export Reports

    4. Can View Reports

    5. Can View Chargebacks Reports

    6. Dispute Edit Access

    7. View the image above for guidance.

  8. Click Next, Select Dispute Permissions, under Available Dispute roles for Select Account User and Select All under Dispute Permissions

  9. View the image above for guidance.

  10. Once complete, click Create User (located on the right side of your screen).

  11. An email should be sent to Forter to complete the registration process. Please provide the Email you used during registration to your Forter Implementation Manager or Point of Contact.


Moneris

You can share access to your Moneris Merchant Direct account by granting access to Email Address: [email protected]

To grant access, please call Moneris support at 1-866-319-7450 or 1-888-888-3194. They will require you to go through a security process with them before adding a new user.

An email should be sent to Forter to complete the registration process. Please provide the Email and your account number you used during registration to your Forter Point of Contact or Implementation Manager as this will be needed to complete registration on Forter's end.


PayPal

You can share limited access to your PayPal portal by granting a dispute specialist role with access to the Dispute Resolution Center to [[email protected]](mailto:[email protected]). The required permissions are "READ_SELLER_DISPUTE" and "UPDATE_SELLER_DISPUTE".

See PayPal’s “How do I add users to my PayPal account?” page for instructions:

  1. Log in to your PayPal Business Profile.
  2. Navigate to Profile and settings > My settings.
  3. Click Get started in the Manage users section.
  4. Click Add user and enter email: [email protected]
  5. Enter User Information and Create User Login Information.
  6. Select Process refunds for permissions to Dispute Resolution Center.
  7. Click Save.
  8. Please share User Login Information > User ID and Password to [email protected]

Shopify

You can share access with Forter by creating a Shopify staff account with limited permissions for [email protected]. The required user permissions are "Manage order information".

See Shopify’s “Managing Staff” page for instructions:

  1. From your Shopify admin page, go to Settings > Users and permissions
  2. Click Add staff
  3. Enter the following:
    1. First Name: Forter
    2. Last Name: Chargebacks
    3. Email: `[email protected]
  4. Uncheck the box labeled “This staff account will have full permissions.”
  5. Check the following boxes: Orders and Customers. Uncheck everything else.
  6. Click Send invite.

In addition to user access, you will also need to send Forter yourShopify Credentials

Stripe

You can share access to your Stripe portal by granting restricted access for a support specialist role to [[email protected]](mailto:[email protected]). The required user permissions are "Dispute analyst".

See Stripe’s “Can I invite other team members or my developer to join my Stripe account?” page for instructions:

  1. Log in to your Stripe account.
  2. Click on Business Setting >Team, then + New User.
  3. Enter [[email protected]](mailto:[email protected]) as the email address.
  4. Select Support Specialist.
  5. Click Invite.

Share all user accounts and credentials with Forter

Once you complete the steps to create Forter an account you should be able to invite Forter. Forter Recoveries team will receive the account invites automatically and create their login passwords to complete the access request. 

For those processors that don't auto email [[email protected]](mailto:[email protected]) to create log in credentials, please create our credentials on our behalf and save them in our shared S3 bucket as a .txt file. 

Please pass along any additional questions you may have. Otherwise, please let us know once you've created the portal users and/or had a chance to upload credentials to the S3 bucket. Thank you!

Updated 3 months ago