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Elavon Financial Services DAC. Registered in Ireland – Number 418442.
Registered Office: Block F1, Cherrywood Business Park, Dublin 18, D18 W2X7, Ireland.
Elavon Financial Services DAC, trading as Elavon Merchant Services, is regulated by the Central Bank of Ireland.
 
Elavon Financial Services DAC. Registered in Ireland with Companies Registration Office. The liability of the member is limited. United Kingdom branch registered in England and Wales under the number BR022122.
Elavon Financial Services DAC, trading as Elavon Merchant Services, is a credit institution authorised and regulated by the Central Bank of Ireland.  Authorised by the Prudential Regulation Authority.  Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority.  Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.

Elavon's eBoarding Partner API provides partners the ability to board new merchants to Elavon, which enables those merchants to accept payments online or in person. Our API automates the merchant underwriting process and reduces the time between signing a contract and processing transactions to just a few hours.

We offer 3 integration methods:

- **Guided flow** provides the quickest integration and lets Elavon handle the boarding process for you.
  
- **Managed (stateful) flow** gives you more control over the boarding process with only a little more integration effort.
  
- **Unassisted (stateless) flow** gives you the most control over the boarding process, but can only be chosen if you already have document signing capabilities.

Depending on your existing UI and document signing capabilities, you and your Elavon Relationship Manager can determine which method works best for boarding your customers. Most partners have found that Managed Flow works best for them. For more details about each flow, see :magic-link[Integration by flow type]{id="integration-by-flow-type"}. 

## Features

Features may differ depending on the type of integration you choose.

- Send customer communication emails
- Board applications
- Get push notifications for application status and/or signing status
- Provide approval status
- Retrieve device setup information to program your own equipment
- Provide eCommerce setup information (after application has been approved)

## Workflow

1. A merchant fills out a boarding application using the partner's UI.
2. The partner's UI connects to Elavon’s eBoarding Partner API.
3. Elavon eBoarding runs a credit check and evaluates the application.
4. If the application is approved, then the merchant will be eligible for payment processing services via point of sale terminals, mobile software, and/or online payment transactions.

:::image{id="/content/dam/developer-portal-solutions/en-us/elavon/media/images/products/eboarding/legacy-eboarding.svg" alt="The merchant’s application passes from the partner's UI to eBoarding Partner API to Elavon Boarding to credit check to payment processing eligibility." max-width="" max-height=""}
::: 

## Example use cases

### Guided flow partner
The partner already has a user interface (UI) to collect new merchant data, such as business name, principal owner information, etc. and what type of payment processing point-of-sale (POS) equipment and/or e-commerce desired capabilities, but would like Elavon software to send emails to the merchant to present the merchant agreement, collect the e-signature, submit the application to Elavon, and provide a method to check application status.

### Managed (stateful) flow partner
The partner already has a user interface (UI) to collect new merchant data and what type of payment processing point-of-sale (POS) equipment and/or e-commerce desired capabilities, but would prefer to control communication with the merchant and only use Elavon software for generating the merchant agreement, collecting the e-signature,  generating the signed agreement, and submitting the application to Elavon.

### Unassisted (stateless) flow partner
The partner already has a user interface (UI) to collect new merchant data, type of payment processing point-of-sale (POS) equipment and/or e-commerce desired capabilities, and has the ability to get the Elavon-generated HTML or PDF agreement signed and regenerated and submitted back to Elavon.

### eBoarding UI (SAT) flow partner
The partner does not have their own team of software developers and instead wants to use Elavon's web-based tools to submit merchant applications. In this case, the partner should [contact an Elavon representative](https://www.elavon.com/about/contact-us.html).

Accounts

Alerts – Coming soon

Bank Holidays

Card Activation

Card Controls

Credit Card Account Details

Credit Card Accounts Overview

Credit Card Alerts

Credit Card Application Status

Credit Card APRs

Credit Card Payments

Credit Card Qualified Offers

Credit Card Statements

Credit Card Transactions

Data Sharing

Data Sharing – Coming Soon

Data Sharing for Marketing Purposes – Coming Soon

Data Toolbox FDX V3

Data Toolbox FDX V5

Digital Wallet – Coming Soon

Digital Wallets

Rewards Accelerator

Rewards: Balance Summary

Rewards Transactions: Earned and Redeemed

Travel Notifications

User Profile

EMV 3D Secure 2

Commerce SDK

Converge

Dynamic Currency Conversion

eBoarding

Elavon ISO Protocol

Fusebox

In Person Payments

Beta: Leads API

Online Payments on Opayo

Opayo Pi

Opayo Direct

Opayo Form

Reporting & Admin on Opayo

Opayo-Server

Opayo Shared API

Payment Method Gateway

Payments Core 365

Simplify

viaConex

Access Online Transactions

Account Transfers

Account Validation

ACH Originations

Bank Information

Card as a Service

Check Payables

Corporate Account Information

Corporate Credit Cards

Corporate Statements

Data Toolbox

Data Toolbox - Accounts

Data Toolbox - Documents

Data Toolbox - Transactions

Disbursements via Zelle®

U.S. Bank Flexible Capital Platform®

Freight Payment Customer Profiles

Freight Payment Shipment Order

Freight Payment Transactions

PaySmart

Payee Choice

Payee Token+

Positive Pay

Receivables

RTP® - Credit Transfer Message

RTP® - Real-Time Payments

RTP® - Request for Payment

Treasury Builder

U.S. Bank FBO Account

Virtual Account Reporting

Virtual Card Payments

Voyager Accounts

Voyager Cards

Voyager Drivers

Voyager Transactions

Voyager Vehicles

Wire Drawdowns

Wire Transfers

eBoarding Partner API Overview

Integration by flow type

Prerequisites and tools

Boarding process workflows

Main boarding elements

Passing data to board

Principal applicant

Additional shareholders

Contact information

Financial information

Card pricing

Bank account information

Billing

Fees

Payment processing equipment

Dynamic currency conversion (DCC)

Value added services

Third-party signing

Complementary API calls

API reference

Element code tables

Merchant category codes

Boarding timeouts

Push notifications

Best practices

Release notes

2023

2022

2021

2020