Quickstart Guide
Step 1: Create Your Account
Sign up at test-dashboard.upayments.io/login or ask your ISO admin to invite you. After logging in, you’ll see the main dashboard — it’ll be empty until you connect your NMI gateway.Step 2: Add a Merchant
Navigate to Merchants in the sidebar and click Add Merchant. The onboarding wizard guides you through:- Connect Gateway — Enter your NMI Private Security Key, Public/Tokenization Key, and gateway URL
- Business Details — Pre-filled from your NMI profile (company name, email, address)
- Initial Sync — Your transaction history begins syncing immediately
Step 3: Wait for Sync
The background worker processes your transactions in batches. For a typical account with 5,000-10,000 transactions, the initial sync takes 5-10 minutes. You can monitor progress on the Merchants → [Your Merchant] → Gateway & Sync tab. After sync completes:- Customers are extracted from transaction email addresses
- Subscriptions are detected from recurring payment patterns (if enabled)
- Dashboard populates with revenue, transaction, and customer metrics
Step 4: Explore the Dashboard
Your dashboard now shows:- Net Revenue — Gross revenue minus refunds
- Transaction metrics — Volume, approval rate, average transaction value
- Customer insights — Total customers, new this period, repeat rate
- MRR — Monthly recurring revenue from detected subscriptions
- Card brand breakdown — Visa, Mastercard, Amex, Discover with debit/credit split
- Merchant leaderboard — If you have multiple merchants
Step 5: Configure Settings
Head to Settings to:- Profile — Update your name, phone, timezone, date format
- Security — Enable two-factor authentication
- Notifications — Configure email digests for synced data
What’s Next?
Payment Pages
Create branded checkout pages for collecting payments
Invoicing
Send professional invoices with online payment
Reports
Generate executive PDF reports
Recovery & Fraud
Analyze decline patterns and identify fraud risk