Create a Contact Record

(for non-integrated applications only)


If you're using an integrated software, do not follow the steps below. Doing so will create a contact record that is not sync'd with your management software's customer record.  For assistance creating a contact record in this scenario, please reach out to your Merchant Services support team.

  1. Select "Contacts" from the menu on the left once logged in.
  2. In the upper right-hand corner, click "Add Contact".

  3. Populate the fields with the contact information and select "Save Contact" at the bottom of the page.
    • Required fields are denoted by an asterisk.
  4. You'll be returned to the Contact Overview as the final step.