For organizations with subsidiary entities or partners managing a large merchant portfolio, boarding each merchant individually can be an arduous, time-consuming process. Payabli’s bulk boarding process streamlines this operation and gets merchants boarded quickly with minimal hassle.

Bulk boarding isn’t a self-serve process. You much reach out to the Payabli team to get started.

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Use cases

Bulk boarding is most valuable in these scenarios:

  • Multi-entity organizations: Companies that own or control sub-entities can use bulk boarding to bring all of them to Payabli at the same time.
  • Portfolio migrations: Partners migrating their entire merchant portfolio to Payabli can use bulk boarding to bring all their merchants with little hassle. .

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Bulk boarding process

Before you begin, you must work with the Payabli Support team to get the spreadsheet template, discuss the number of merchants you need to board, and set expectations.

1

Provide merchant data

The partner or managing organization supplies a spreadsheet containing merchant information via secure upload.

2

Import and create applications

Payabli ingests the spreadsheet and generates an application for each merchant.

3

Collect signatures (If needed)

If needed, Payabli sends the applications for approval and signature. If all applications are under the same signer, then Payabli only needs one application signed. If each application has a different signer, then each application must be signed.

4

Underwriting Review

After applications are signed, they proceed to underwriting for risk evaluation and approval. Payabli may request further documentation during this phase.

5

Automated Account Provisioning

After underwriting approval, each application is sent through Payabli’s automation workflow to formally set up the merchant account through the processor and bank. This typically completes within one business day.

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