---
title: Initial Setup
slug: initial-setup
docTags: 
createdAt: 2026-06-01T13:20:13.522Z
---

Before using Forter’s Chargeback Recovery solution, merchants must complete a **one-time** setup process. These steps ensure Forter can receive claims, prepare dispute packages, and submit them effectively on your behalf.

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### [Forward Claims](docId:5KKwEy2_hQL41JNvgvxvG) to Forter

Set up one of the supported methods to forward claims and chargeback data to Forter:

- **Processor Webhook (recommended)**
- Dispute API
- SFTP
- S3 CSV File Upload
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### [Establish Processor Access](docId\:YkpmgXfeC3PaYSxjpocU6)

Allow Forter to submit representments to your payment processor when applicable. This typically involves:

- Configuring user roles or API keys
- Whitelisting Forter credentials
- Enabling submission permissions in your PSP or acquiring platform
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### [Provide Available Evidence Types](docId\:XVtELAxL-1GNweWtST71s)

Types of post-purchase evidence your business can provide in response to chargebacks

- Proof of delivery or tracking information
- Refund history
- Order confirmation details
- Customer service interactions
- Usage logs or fulfillment records
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### [Upload Static Evidence](docId:-wdhgaB_6NZvkntvEsUe8)

General pieces of evidence to be reused across all your disputes, such as:

- Checkout experience screenshots
- Terms & Conditions (T\&Cs)
  - Return policy
  - Refund/cancellation policy
  - Subscription terms (if applicable)
  - These policies help support service-related chargebacks and reduce representment friction
- Product/service descriptions
- Logos or brand identity files

These are stored securely and reused automatically when relevant.
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### [Select Business Policies](docId\:rbwgP7LNNlSm8s01zN2zF)

Providing Forter with your business strategy so we can tailor our recommendations and dispute flows to your business needs, such as:

- Evidence types you can provide
- Manual vs automatic dispute submissions
- Minimum threshold for claim amounts to be disputed
- Minimum claim amounts threshold for additional evidence to be provided
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### (Optional) Automate Evidence Request and Collection

Once chargebacks are ingested into Forter, our recommendation engine will suggest additional evidence to add to your dispute to bolster your win rate. For an automated flow, Forter enables a call-and-response workflow: 

- **Forter → Merchant: **Forter sends a notification to customers of recommended evidence to upload ([Request for Evidence Webhook](docId\:denYDO2zIccbMu4PqXAWR))
- **Merchant → Forter: **Customers provide compelling evidence to Forter ([Evidence API](docId:5611gRp2JZMVy5reaWnDf))
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