Messages and connections
Connect the providers your ISO works with.
Set up supported messaging, calendar, banking, telephony, payment and data services. Keep provider updates associated with the relevant business record.
What it handles
Connect supported messaging, calendar, banking, telephony, payment and data services.
Communications & Integrations capability
What Provider connections covers
Connect supported messaging, calendar, banking, telephony, payment and data services.
01
Provider-specific connection management
02
Credential and tenant configuration
03
Consistent provider statuses and error handling
04
Business-record attribution for provider events
Workflow notes
Provider connections in practice
A rollout depends on an acquirer and a communications provider. Each connection has its own account setup, data requirements and operating responsibilities.
What to prepare
Prepare the exact providers, services, account owners and workflows required for the rollout.
Review the workflow
- Confirm the connection and service scope including the exact product or service you need.
- Review field mappings, credentials and sample exchanges.
- Agree the tests that must pass and who handles support before switching the connection on.
Can a provider logo confirm that every service is supported?
No. Compatibility depends on the specific service, account and workflow. Ask for confirmation of the connection you need and include it in the implementation scope.
Related tools for your team
- Sales engagement — Coordinate email, SMS and WhatsApp activity, sequences, templates, reminders and reply handling.
- Service workflows — Route queries, requests and exceptions to the right owner with visible status and escalation.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Confirm the exact provider service, account requirements and supported data exchange before agreeing the connection.
Continue through Communications & Integrations
Related capabilities
Show us the tools your team relies on.
We will review your messaging channels, providers and data requirements, then demonstrate the supported connections and confirm any additional integration work.