SwipeSimple: Reseller Portal Accounts

Last Updated: May 29, 2024

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Accounts:


Under the Accounts tab you can view all existing merchants, as well as board new merchants. With Swipe Simple, OvationCXM does 100% of the boarding. Resellers cannot have access, or they would be able to see all other resellers’ merchants as well as their own:


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In order for us to add a new account, the reseller needs to fill out a work order in CXM Engine, selecting the checklist that pertains to their processor. This checklist will prompt them to provide all the necessary information for boarding, and Activations or Customer Success will complete the boarding process. 

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