Getting Started in Sandbox for Merchants

Created by Richard Moore, Modified on Fri, 7 Jul, 2023 at 1:04 PM by Richard Moore

Onboarding as a Merchant under a Software Partner

Merchants are either directed to Exact's platform to onboard or can directly onboard via a partner's software platform. Successful onboarding represents the completion of the onboarding application, underwriting process, and merchant account creation.

Receiving your credentials

Once onboarded to the Sandbox, you will receive an email similar to the one below in order to create your user login.

Accepting the invitation will bring the user to the ExactPay Sandbox log-in screen where the user's credentials will be set:

Note: Additionally, merchants will be supplied with a merchant accountId either directly by the software partner, or by Exact. This value is a unique identifier for the account on Exact's platform and is helpful to have when seeking support or troubleshooting.

Processing Payments

Please contact the software provider to understand how to connect an account and begin processing payments.

Reporting

Once a merchant has been onboarded, and payments have been processed, transaction, settlement, and funding reports will be available. Reports can be generated both in the PayFac Dashboard and can be downloaded as CSV and JSON files to be viewed externally.

Additional Resources

Further information is available in our customer portal at knowledge.exactpay.com.