Getting Started

Quick Start Development link

For Quick Start development, we have supplied .zip files with code for PHP, .NET, and Java as a starting point. The content of each .zip file was generated by Swagger Codegen to provide server stubs and documentation.

 

To accomplish your integration into our production environment, you may need tools, such as POSTMAN. It is up to you to select the tools that will be most helpful with your development.

 

We explain below how to use the PHP Quick Start development .zip as an example. You can use the Java and .NET files in a similar way.

 

The links below provide access to the .zip file for each language:

 

Quick Start PHP Development link

A downloadable PHP code sample is provided in the link below. The sample includes wrapper classes that make it easier to interact with the API from PHP applications. The PHP code also provides examples that you can incorporate into real-world integrations.

 

Follow these steps to use the Quick Start PHP example:

 

 

  1. Download the PHP code sample file using the link below:
  2. Unpack the downloaded file.
  3. In the unpacked folder contents, find and open the sample.php file. This file provides an example that calls the API to retrieve Credit and ACH transaction information for the hardcoded date range.
  4. Run sample.php on the command line. Running the example retrieves Credit and ACH transaction information for the hardcoded date range, then outputs the retrieved information to the console or the Web browser. Shown below is a sample of the returned information for a single Credit transaction:
JSON
{ “MID”: “6314189999999999”, "MaskedPAN": "527515******9241", "TransactionNumber": 1, "ARN": "85306518033900015603413", "TransactionDate": "2018-02-01T00:00:00", "EntryMode": "Key Entry", “TransactionType": "Sale", "CardType": "MasterCard", "AuthCode": "133446", "Amount": 0.99, "TID": "78262697", "BatchCloseDate": "2018-02-02T00:00:00", "BatchID": 27626789, "CVVResponse": null, "AuthResponseCode": null, "AVSResponseCode": null, "TransactionCurrencyCode": "USD", "CardholderCurrencyCode": "USD", "CardholderConversionRate": null, "CardholderAmount": 0.99, "CardCategory": "BANKCARD", "CardCategory2": "MasterCard", "OrderID": null, "UniqueRef": null, "ClerkID": null, "Gateway_Terminal": null },

Swagger/Open API Specification link

 

We also provide a Swagger/Open API specification for the Merchant Dashboard API in a YAML based machine-readable file. The specification file describes all the API’s capabilities.

 

You will need knowledge of the Swagger/Open API and YAML to use this information.

 

To download the specification file, use the link below:

 

 

The downloaded file is named Swagger.yaml.

Working with our Sandbox Environment link

The Merchant Dashboard API has a Developer Portal with a Sandbox Testing environment. The Sandbox provides a quick way to test and become familiar with the API and the information it returns.

 

The Sandbox is not intended to be an example of how you would use the API in production. Use the data to present information in a way that is meaningful to your users.

 

 

To use the Sandbox, you must first obtain Testing Credentials. Use your credentials in the Sandbox to run tests that return example information.

A sample test run is shown below.

 

Sandbox Credentials link

To obtain unique credentials for access to the Sandbox Testing environment and information, register with an Integration Analyst or Implementation Manager.

If you wish to get started without registering, use the generic test credentials provided below.

 

 

  1. In the Developer Innovation Center, go to the Sandbox Tools section. Click Merchant Dashboard API

  1. You will see a list of Merchant Dashboard reporting API functions available for testing. 
  2. Use the Generic Test credentials provided below for Merchant Dashboard testing:
    • Username: apiuser
    • Password: !@Mopicyn
  3. Use the suggested date range values (Format: YYYY-MM-DD) provided below for Merchant Dashboard testing.
    • startDate: 2017-08-01
    • endDate: 2017-09-26
Important Note
Do not share your unique Testing Credentials with anyone. If you wish to get started with sandbox testing immediately without registering, use the Generic Test Credentials below: Username: apiuser Password: !@Mopicyn startDate: 2017-08-01 endDate: 2017-09-26 These credentials will provide immediate access to Merchant Dashboard API test functionality with a set of data for demonstration purposes.

Using your Testing Credentials link

You will receive an email with your Testing Credentials. You can then use the Sandbox to extract ACH, Credit, Authorization, Dispute, Funding and Batch Transaction sample data.

Each unique GET operation determines the type of transaction data that will be extracted by the Merchant Dashboard API.

See Available Operations in the Merchant Dashboard API for the Sandbox Resource URL for each type of transaction.

Use your Test Credentials to extract ACH Transaction data link

This is a step by step example of using the Sandbox Environment to pull ACH Transaction data:

  1. Go to the Sandbox environment using the link below:
  2. After clicking the link for the ACH Transactions the screen below will appear. Click HTTP Basic in the lower left corner.

  1. A pop-up window below will appear. Enter your unique Testing Credentials, or use the Generic Test Credentials, then click Save.

  1. The pop-up window closes putting you back on the screen shown in Step 2. Your Testing Credentials are now saved for this session only.
  2. On the screen shown in Step 2 enter:

    startDate: 2017-08-01 (YYYY-MM-DD)
    endDate: 2017-09-26 (YYYY-MM-DD)

  3. Click Send this request. The Merchant Dashboard API will process the request, and generate a JSON file with the sample results.

  4. When the processing is complete, go to the Request tab to view the actual request information, as shown below:

  5. Go to the Response tab to see the set of data records returned. One record of JSON output is shown below:
  6. Go to the cURL tab to see the information on how to use cURL. Sample output is shown below:

 

 

 

 

 

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