{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","settings":"","results":{"codes":[]},"params":[]},"next":{"description":"","pages":[]},"title":"Manage","type":"basic","slug":"manage-1","excerpt":"","body":"BlueSnap offers you the tools you need to help you manage your merchants:\n\n* [Partner Portal](https://developers.bluesnap.com/v8976-Embedded-Payments/docs/manage-1#section-partner-portal)\n* [Chargeback Management](https://developers.bluesnap.com/v8976-Embedded-Payments/docs/manage-1#section-chargeback-management)\n* [Reporting](https://developers.bluesnap.com/v8976-Embedded-Payments/docs/manage-1#section-reporting)\n* [Refund Management](https://developers.bluesnap.com/v8976-Embedded-Payments/docs/manage-1#section-refund-management) \n* [Orders/Transaction Management](https://developers.bluesnap.com/v8976-Embedded-Payments/docs/manage-1#section-orders-transaction-management)\n* [IPNs (Webhooks)](https://developers.bluesnap.com/v8976-Embedded-Payments/docs/manage-1#section-ipns-webhooks-)\n* [Fraud Management](https://developers.bluesnap.com/v8976-Embedded-Payments/docs/manage-1#section-fraud-management)\n\n\n# Partner Portal\n[block:callout]\n{\n  \"type\": \"info\",\n  \"body\": \"Our Partner Portal is currently in private beta. If you would like access to the partner portal, please contact your BlueSnap Partner Success Manager.\",\n  \"title\": \"Partner Portal\"\n}\n[/block]\nBlueSnap Partner Portal is your new home for managing your account. Using BlueSnap Partner Portal you will be able to:\n\n  * View all your application submissions\n  * View KYC/AML document requests\n  * Securely upload documents \n  * Track the document verification progress\n  * View processing data\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/45ab195-doc-upload-center.png\",\n        \"doc-upload-center.png\",\n        1098,\n        606,\n        \"#333\"\n      ]\n    }\n  ]\n}\n[/block]\nThe BlueSnap Partner Portal has 3 main sections:\n1. Request Center\n2. Accounts\n3. Reports\n\n## Request Center\nIn the Request Center, you can see all the applications that have one or more pending KYC/AML document requests in progress. To see what documents you need to upload, simply click on an application to view the corresponding document request dashboard.\n\n## Accounts\nOn the Accounts page, you can view a list of all your accounts. This list will include accounts that are processing live transactions, as well as accounts that are still in the KYC/AML process. You can also see a customer's onboarding stage and their processing volume for the last 30-days.\n\n## Reports\nAll your reports will live on this page. Stay tuned as we add new report types.\n\n## FAQs\n###Do I need to upload all the requested documents at once?\nNo, you can upload requested documents one by one.\n\n###After uploading a document, can I send an additional message?\nYes; in the Request Center you can send us a message at any time, and our underwriters will get back to you as quickly as possible.\n\n###What if am I missing an account from my account list in the Request Center?\nThe Request Center only displays accounts that have pending document requests. Once the underwriter approves all the submitted documents, the account will be removed from the Request Center list. However, you can always see a list of all your accounts from the Accounts page.\n\n###Where do I get my login credentials?\nOnce we enable the Partner Portal for your account you will receive an email to set up your own credentials.\n\n###What document types do you accept?\n  * .CVS\n  * .DOC\n  * .DOCX\n  * .JPG\n  * .PDF\n  * .PNG\n  * .PPT\n  * .PPTX\n  * .XLS\n  * .XLSX \n[block:callout]\n{\n  \"type\": \"info\",\n  \"title\": \"Coming Soon\",\n  \"body\": \"  * Processing and Payout Status Indicators\\n  * Enhanced Reporting and Analytics \"\n}\n[/block]\n# Chargeback Management\nBlueSnap has partnered with Chargebacks 911 to facilitate chargeback management and provide you with comprehensive reporting and analytics, as well as the opportunity to have chargebacks disputed on your behalf. As a platform, you will be managing chargebacks on behalf of your merchants, as they will not have access to the BlueSnap Merchant Portal. [Learn more](https://support.bluesnap.com/docs/disputes).\n\n# Reporting\nAs a platform, if you prefer, you can integrate to our Reporting API within a few hours and consume all your merchant’s transactional data and reports that way. BlueSnap's Reporting API is a RESTful web service that enables you to retrieve data from pre-built reports and parse it according to your needs. [Learn more](https://developers.bluesnap.com/v8976-Tools/docs/reporting-api-overview).\n\n# Refund Management \nBlueSnap supports both partial and full refunds. As a platform, you can issue refunds using our [Refund API request](https://developers.bluesnap.com/v8976-JSON/docs/refund).\n\n# Orders/Transaction Management\nAs a platform, you have the option to look up and locate any merchant's order using the Retrieve API request. Retrieve options vary based on the payment methods used. Find a few of the most commonly used retrieve requests below:\n  * [Credit Cards](https://developers.bluesnap.com/v8976-JSON/docs/retrieve)\n  * [ACH](https://developers.bluesnap.com/v8976-JSON/docs/retrieve-ecp-transaction) \n  * [PayPal](https://developers.bluesnap.com/v8976-JSON/docs/paypal-retrieve)\n\n# IPNs (Webhooks)\nBy using the default IPN parameter in the [Create Merchant API](https://developers.bluesnap.com/v8976-Embedded-Payments/docs/create-us-customer), you can get IPNs for your merchant’s transactional activities- this includes new charges, refunds, chargebacks, and more.  \n\n# Fraud Management\nBlueSnap has partnered with Kount for fraud management and prevention. BlueSnap Portfolio fraud prevention service is enabled by default for all merchant accounts. Alternatively, you can choose to enable our complete fraud prevention service. 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BlueSnap offers you the tools you need to help you manage your merchants:

Partner Portal

Partner Portal

Our Partner Portal is currently in private beta. If you would like access to the partner portal, please contact your BlueSnap Partner Success Manager.

BlueSnap Partner Portal is your new home for managing your account. Using BlueSnap Partner Portal you will be able to:

  • View all your application submissions
  • View KYC/AML document requests
  • Securely upload documents
  • Track the document verification progress
  • View processing data

The BlueSnap Partner Portal has 3 main sections:

  1. Request Center
  2. Accounts
  3. Reports

Request Center

In the Request Center, you can see all the applications that have one or more pending KYC/AML document requests in progress. To see what documents you need to upload, simply click on an application to view the corresponding document request dashboard.

Accounts

On the Accounts page, you can view a list of all your accounts. This list will include accounts that are processing live transactions, as well as accounts that are still in the KYC/AML process. You can also see a customer's onboarding stage and their processing volume for the last 30-days.

Reports

All your reports will live on this page. Stay tuned as we add new report types.

FAQs

Do I need to upload all the requested documents at once?

No, you can upload requested documents one by one.

After uploading a document, can I send an additional message?

Yes; in the Request Center you can send us a message at any time, and our underwriters will get back to you as quickly as possible.

What if am I missing an account from my account list in the Request Center?

The Request Center only displays accounts that have pending document requests. Once the underwriter approves all the submitted documents, the account will be removed from the Request Center list. However, you can always see a list of all your accounts from the Accounts page.

Where do I get my login credentials?

Once we enable the Partner Portal for your account you will receive an email to set up your own credentials.

What document types do you accept?

  • .CVS
  • .DOC
  • .DOCX
  • .JPG
  • .PDF
  • .PNG
  • .PPT
  • .PPTX
  • .XLS
  • .XLSX

Coming Soon

  • Processing and Payout Status Indicators
  • Enhanced Reporting and Analytics

Chargeback Management

BlueSnap has partnered with Chargebacks 911 to facilitate chargeback management and provide you with comprehensive reporting and analytics, as well as the opportunity to have chargebacks disputed on your behalf. As a platform, you will be managing chargebacks on behalf of your merchants, as they will not have access to the BlueSnap Merchant Portal. Learn more.

Reporting

As a platform, if you prefer, you can integrate to our Reporting API within a few hours and consume all your merchant’s transactional data and reports that way. BlueSnap's Reporting API is a RESTful web service that enables you to retrieve data from pre-built reports and parse it according to your needs. Learn more.

Refund Management

BlueSnap supports both partial and full refunds. As a platform, you can issue refunds using our Refund API request.

Orders/Transaction Management

As a platform, you have the option to look up and locate any merchant's order using the Retrieve API request. Retrieve options vary based on the payment methods used. Find a few of the most commonly used retrieve requests below:

IPNs (Webhooks)

By using the default IPN parameter in the Create Merchant API, you can get IPNs for your merchant’s transactional activities- this includes new charges, refunds, chargebacks, and more.

Fraud Management

BlueSnap has partnered with Kount for fraud management and prevention. BlueSnap Portfolio fraud prevention service is enabled by default for all merchant accounts. Alternatively, you can choose to enable our complete fraud prevention service. Learn more.