Account Updater Setup
Account Updater is an Enterprise feature and the onboarding process is different between TEST and PRODUCTION Tenants. Start by requesting access from your test tenant in the Basis Theory Portal under Settings → Quotas.
Test Tenant Onboarding
Once enabled, your test tenant will be configured to use the Account Updater sandbox, providing stubbed responses without forwarding requests to card networks. See Account Updater Testing for more information.
Production Tenant Onboarding
Once access is enabled, merchants are created and onboarded directly in the Portal. See Onboard a Merchant for the full walkthrough, including the business information and per-network acquirer identifiers (Visa Acquirer BIN and CAID, Mastercard MID, Amex SE Number, Discover MID) you will need to collect before you start.
Tenant Configuration
The following configuration applies to both TEST and PRODUCTION Tenants after onboarding is completed.
Access Controls
Refer to the implementation guides to learn which Access Controls (applications, permissions, etc.) are required for your use case.
Webhook Configuration
You need to configure a webhook endpoint to receive notifications for batch job status changes.
Use the webhook management API or the Portal to register an endpoint URL to receive one or more of the following Account Updater events: