Search Merchants to Manage

The Merchant's Contact Information search option displays current account and contact settings. To search for merchant contact information, perform the following steps:

  1. Enter the following merchant related information in the fields provided:

  2. Primary Name. Specify the merchant's primary contact.

  3. Company Name. Specify the merchant's company name.

  4. Login Name. Specify the merchant's login name.

  5. Business URL. Specify the merchant's business URL. Be sure to enter http:// or https://.

  6. Primary Phone. Specify the merchant's primary contact's phone number.

  7. Merchant Status. Specify if the merchant is in test or live status.

  1. To search for a specific date range, do the following:

  2. From the Activity drop-down menu, select Sign-up if you want to search for merchants who have signed-up within a specific date range, Activation if you want to search for merchants who have activated their account within a specific date range, or None if you want to look up merchants regardless of their sign-up or activation dates.

  3. Specify a Date Range for the search.

  1. If you want to download your search results, click on the radio box next to Download Report, and select a Format from the drop-down menu. You have the following options:

  2. ASCII Text. Enables you to download the results in ASCII text format. This option does not include any headings, thereby enabling you to import the data to a spreadsheet or to an accounting or reconciliation application.

  3. ASCII Text with Headings. Enables you to download the results in ASCII text format, with headings.

  1. To view your search results, you have the following options.

  2. Click Submit.

  3. If you have selected to download the report, then you will see a pop-up box that offers you an option to either open or save the result text in the format you selected.