Use the BlueSnap Partner Portal to monitor merchant onboarding and manage verification follow-up across your merchant portfolio. This is available regardless of your onboarding method or document collection workflow.
Use the Partner Portal when your team needs to:
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View merchant onboarding status across your portfolio
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Review open document request cases
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Upload requested documents manually
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Communicate with BlueSnap underwriting
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View merchant account details
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Generate reports for merchant applications, accounts, and document requests
The Partner Portal does not replace webhooks or APIs.
Use webhooks as the primary method for automated merchant status tracking. Use APIs as the primary method for platform-managed document collection at scale.
The Partner Portal is best for visibility, manual review, exception handling, manual document uploads, and operational follow-up.
Portal Access
Partner Portal credentials are separate from your Primary Partner account credentials. Your BlueSnap Implementation Engineer helps set up Partner Portal access during integration.
Understanding the Partner Portal
View Merchant Accounts
Use the Home dashboard and Merchant Accounts to review merchant-level details after an application has been submitted. This includes:
- Submitted applications
- Applications still in review
- Approved merchants
- Merchants approved for processing
- Suspended or closed merchant accounts
- Open document request cases
- Merchant account details (such as current stage, approval date, recent processing activity, gross volume for the last 30 days, and related application information)
Merchant Stages
Merchant stages describe where a merchant is in the onboarding and processing lifecycle. The following table describes the possible Merchant Stage values:
| Account Stage | Description |
|---|---|
| Submitted | BlueSnap received the merchant application and is reviewing it. Processing and payout are not enabled. |
| Conditionally Approved | The merchant is approved for processing, but payout is not enabled while pending further review. |
| Approved | The merchant is fully approved. Processing and payout are enabled, but the merchant has not processed any transactions yet |
| Processing | The merchant is fully approved and has processed transactions. Processing and payout are enabled. |
| Suspended | The merchant was previously approved or conditionally approved, but processing and payout are currently disabled. |
| Closed Lost | The merchant was declined or withdrawn. Processing and payout are disabled. |
Document Requests
Use the Request Center to review open document request cases across your merchant portfolio. A merchant may have more than one open document request case. Each case includes:
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Case number
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Merchant account name
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Request summary
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Current status
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Primary contact
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Date and time opened
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Communication history with BlueSnap underwriting
The Partner Portal is not always the primary upload method. Use Partner Portal uploads for exceptions, operational support, or cases where API upload is not available.
For merchant-managed document requests, merchants upload requested documents through the secure upload link provided by BlueSnap. Use the Partner Portal to monitor document request progress and review case details.
For partner-managed document requests, your platform should use the Document Upload API as the primary workflow. Use the Partner Portal for manual follow-up, case review, and communication with BlueSnap underwriting.
Document Upload Center
Use the Document Upload Center to review a document request case, upload requested files, and communicate with BlueSnap underwriting. To upload a requested document:
- Open Request Center.
- Select the case number for the document request.
- In Document Upload Center, select the requested document type.
- Upload or drag and drop the file and submit it for underwriting review. Accepted file formats are CSV, DOC, DOCX, JPG, PDF, PNG, PPT, PPTX, XLS, and XLSX.
Watch the Partner Portal demo above to see how teams review a document request case and upload requested files manually. Use Updates and Messages to communicate with BlueSnap underwriting about the case.
If a case includes multiple requested documents, you can upload them separately. BlueSnap cannot complete merchant approval until all required documents are submitted and approved. After BlueSnap receives and approves all requested documents, the case is removed from the Request Center.
Reports
Use Reports to review portfolio-level activity including merchant applications, document request cases, merchant account data, application lifecycle trends, and approval health.