Merchant Management
Manage your merchant accounts from the Merchants page.Adding a Merchant
The onboarding wizard walks through:- Connect Gateway — NMI credentials (Private Key, Tokenization Key, Gateway URL)
- Business Details — Pre-filled from NMI profile, editable
- Initial Sync — Background sync with progress tracking
Merchant Detail
Each merchant has three tabs:Overview
- Revenue, transactions, customers, subscriptions stats
- Merchant information (name, legal name, email, phone, website, industry)
- Edit details button
- Recent transactions table
Gateway & Sync
- NMI account details (keys, environment, tokenization status)
- Gateway capabilities (observed card brands from transaction data)
- Sync controls (manual sync, backfill)
- Sync settings (auto-sync, customer extraction, subscription detection)
- Sync history with pagination
Settings
- Subscription detection configuration (sensitivity, terms, include/exclude)
- Data management options
NMI Account Limits
| Tier | Max NMI Accounts |
|---|---|
| Lite | 1 |
| Starter | 1 |
| Growth | 3 |
| Scale | 5 |
Sync Settings
Per NMI account, configure:- Auto-sync — Enable/disable automatic 15-minute sync
- Extract customers — Create customer records from transaction emails
- Detect subscriptions — Auto-detect recurring patterns after each sync
- Detection sensitivity — Minimum matching payments (2+, 3+, etc.)
- Include/exclude terms — Custom description matching rules