Worldpay / Vantiv / Mercury Gift - Instructions for the Transition to Heartland Gift

Worldpay / Vantiv / Mercury Gift - Instructions for the Transition to Heartland Gift

Worldpay/Vantiv/Mercury Gift Merchants transitioning to Heartland Gift will need an unmasked (full gift card numbers) liability report.
Unfortunately Worldpay charges 10+% of your outstanding liability to get this report. 

Good News. We can help to avoid having to pay for that report. 
Our Gift Team needs three reports, readily available in your <MercuryView> portal. 

Two Options to get us the reports:

  1. Send us your login credentials for the <MercuryView> portal and will get the reports for you. 

or

  1. Follow these Step by Step instructions to generate the three reports and email them to <support@posspecialists.com>

  • Login to your <MercuryView> portal at https://portal.mercurypay.com

  • Generate three Reports:

    • Report #1:

      • Reports → Multi-Merchant Reports → View Gift Reports → Select all Stores → Submit 

      • → From the Drop Down Menu select “Gift Card Liability” 

      • → Leave “As of Date” on today 

      • → Run Report

    • Report #2:

      • Reports → Multi-Merchant Reports → Download Gift → Select all Stores → Submit 

      • → Set “Date Between” to “Start of your gift card program or earlier” And “today’s date’ 

      • → Set “Transaction Type” to All” 

      • → Leave “Show Voids” unchecked

      • → “Run Custom Report”

    • Report #3:

      • Reports → Multi-Merchant Reports → Download Gift → Select all Stores → Submit 

      • → Set “Date Between” to “Start of your gift card program or earlier” And “today’s date’ 

      • → Set “Transaction Type” to “Issue” 

      • → Leave “Show Voids” unchecked

      • → “Run Custom Report”


Our Support Team or your Project Manager will contact you right away to coordinate the transition. 

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