Bold Integrated Payments
Partner Success Hub
Everything you need to onboard, board merchants, price a deal, and get an answer fast. Built for the partners who own the merchant relationship.
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01
What to Expect
How your first weeks with Bold run, who you work with, and what to have ready.
What to expect during your onboarding process
- Hands-on training with MX Connect and our AI-powered statement analysis tool
- Step-by-step guidance through pricing setup and email templates
- A real team (not a chatbot) to walk through hardware requests, VAR sheets, and merchant onboarding
- Live support, check-in calls, and continuous feedback
- Partner Onboarding Journey Map The six-week path from kickoff to your first live merchant, in four phases, with what happens in each and who you will work with.
- Working with Bold: Partner Operations Guide Your systems, what to have ready before an application, what causes delays, and where to get help.
02
Helpful Contacts
Filter by group or search every line, number, and address on this page at once.
Bold teams
| Team | What they handle | Contact |
|---|---|---|
| Revenue Operations / Partner Support | Merchant boarding, reporting and residuals, training, statement analysis, lead submission | prm@boldpay.io(877) 515-6464 Opt 2 |
| Client Services | Merchant setup, hardware setup, boarding updates, funding issues | support@boldpay.io(877) 515-6464 Opt 1 |
| Partner Enablement | Training materials, co-branded assets, one-on-one support | onboarding@versitech.com |
| General / Sales | Main line and new business | sales@boldpay.io(877) 515-6464 |
| Open a Support Case | Partner and post-MID case intake | Open a case |
| MX Merchant Support | Merchant portal questions | support@mxmerchant.com |
| PPS API Help Desk | API and integration support | apihelp@pps.io |
Tonic POS support
| Team | Hours | Contact |
|---|---|---|
| Tonic POS Support | 24/7 | (877) 441-5730support@tonicpos.com |
| Tonic Partner Success Team | Monday to Friday, 9AM to 6PM EST | (877) 267-0883partnersupport@tonicpos.com |
Chargebacks and disputes
Start with the letter. When a chargeback is filed, a notification letter goes out with the details for that specific case: where and how to submit your response, what evidence is required, and the deadline. Work from that letter first. The numbers below are for status questions and anything the letter does not cover.
| Platform | Contact |
|---|---|
| TSYS (Merlink) | 866.637.5467 |
| CardConnect | 800.672.5008 |
| PPS / First Data | chargebacks@pps.io |
| PIN debit chargebacks | chargebacks@pps.io |
| Defyne | chargebacks@defynepay.com |
| Chargeback retrieval, Omaha | 800.672.5007 |
| Chargeback North (credit and debit) | 800.443.4651 |
| Chargeback fax, Omaha and North | 402.933.1673 |
| PIN debit chargeback fax | 402.916.8576 |
Processors and platforms
| Platform | Contact | Notes |
|---|---|---|
| TSYS Direct | 800.552.8227 | |
| First Data, Customer Service North | 800.346.3315 | |
| First Data, Terminal Support North | 800.828.9034 | Also listed as Nashville |
| Buypass | 800.733.3322 Opt 3 | Buypass ID or MID required |
| Rapid Connect | 877.201.3617855.869.2066 | |
| Client Line Help Desk | 800.285.3978 Opt 2 | |
| Datawire | 800.704.4202 Opt 3 | |
| ACH.com | 866.859.0555customercare@ach.com | Email preferred. Public inquiries 844.315.7100 |
| American Express | 800.528.5200 |
Gateways
DataCap after-hours support. DataCap support runs Monday to Friday, 8:30 AM to 5:30 PM EST. After-hours support is available to authorized resellers on a pay-per-call basis, requested by logging into your PSCS account. If the issue can wait until the next business day, it usually should. If it cannot, call Bold Support first. We can often resolve it, or confirm the paid call is necessary.
| Gateway | Contact | Notes |
|---|---|---|
| Authorize.net Support | 877.447.3938 | Reseller ID 2354 |
| Authorize.net Reseller | 888.437.0481 | |
| DataCap | 215.997.8989support@dcap.com | See the after-hours note above |
| FreedomPay | 888.495.2446 | |
| NMI | 800.617.4850847.352.4850 | |
| eProcessing Network | 800.971.0997 | |
| SecureNet | 301.231.0000 | |
| Shift4 | 702.597.2480 | |
| Apriva | 866.277.4828 | |
| Instant Accept | 855.220.2840 | |
| Roam Pay / Roam Data | 888.589.5885 | |
| Your Pay | 888.477.3611 | |
| Payware | 800.839.0947 | |
| PC Charge | 877.659.8981 | |
| Sage | 877.841.7014 |
Hardware, terminals and supplies
Start with Bold. For vendor calls, start with Bold Support at (877) 515-6464 Opt 1. Some vendors need a reseller ID before they will discuss an account. We will authenticate it and transfer you.
| Vendor | Contact | Notes |
|---|---|---|
| Clover Pre-Sales | Via Bold Support | CC ID CC1234 |
| Clover Omaha | Via Bold Support | |
| Clover North | Via Bold Support | |
| Dejavoo | (877) 358-6797support@dejavoo.io | Sales: sales@dejavoo.io |
| Tasq | 800.827.8297 | |
| Paragon (supply department) | 800.322.5771fax 678.714.0155 | |
| SmartPay (cell phones) | 800.374.5587 | |
| InStore | 855.568.3696 | |
| One Source | 800.549.9760 | |
| CTS Holdings | 800.238.7675 | |
| Micros (technical) | 800.937.2211 |
Check services and compliance
| Service | Contact | Notes |
|---|---|---|
| Telecheck, DL Help Desk | 800.927.0655 Opt 3 then 1 | |
| Telecheck, Customer Service | 800.733.1132 | Code 158 |
| Telecheck, General | 800.366.1054 | |
| Trustwave | 800.363.1621 | PCI |
| SIGIS | 925.855.3228 | |
| ProfitStars | 800.299.4467 |
No contacts match that search.
03
Becoming a Partner
The program itself, and what your first weeks look like once you sign.
- For VARs and Agents The program: revenue share detailed to the penny in every Schedule A, portfolio ownership with the ability to borrow against or sell it, automated boarding to TSYS and First Data, brand licensing, and downline management.
- For ISVs The integration-led version of the same program.
- API and Developers The open API for real-time transaction data, portfolio analytics, and embedded payments.
- Becoming a Bold Partner and Your Onboarding Training What you commit to, what you need technically, and how the Independent and Bold Advantage paths differ.
04
Training Curriculum
The Partner Onboarding Training Guide defines seven sessions. Here is the supporting material for each.
| Session | Supporting material |
|---|---|
| 1. Strategy, Pricing & Analysis | Pricing Strategy & Industry Alignment Guide Sales Enablement & Objection Handling Guide Analyzing a Merchant Statement in ISO AMP |
| 2a. MX Connect Fundamentals | Boarding an Application in MX Connect |
| 2b. The Boarding Process | Partner Merchant Boarding Guide If your merchant cannot use the e-signature flow, we can send the application through PandaDoc instead. You get the signing link to pass along, and we send a reminder if it is still unsigned after 48 hours. |
| 2c. Live Application Submission | Covered by the boarding walkthrough: delivery, signature, and the after-you-send sections. |
| 3a. Operations & Implementation | SOP: DataCap Rental Program Activation and Management DataCap request form |
| 3b. Merchant Management & Compliance | PCI Compliance FAQ Defyne / Privvy Application SOP (same-day funding) MX Merchant, Partner Guide |
| 4. MX Connect Information | MX Connect overview deck |
05
Merchant Boarding & Underwriting
What to collect, how to submit it, and what underwriting will ask for.
- Partner Merchant Boarding Guide The primary reference. Required-information checklist, the five-step process, why each requirement exists, and what underwriting typically asks for.
- Boarding an Application in MX Connect A screen-by-screen walkthrough to follow while boarding, from Quick App through signature and upload.
- Defyne / Privvy Application SOP The same-day-funding path: offer codes, the cash-discount rate differential table, and the SDF toggle sequence.
- Merchant Profile Sheet The intake form for sending merchant details to Revenue Operations. Using it removes most of the back-and-forth.
- Onboarding forms package MPA, AXIOM MPA, Wells Fargo MPA, Value Rate Entry Table, MXM addendum, and Credit Policy.
06
Pricing Programs & Sales Enablement
The four pricing programs, the HERO package, and what to say when a merchant pushes back.
Pricing programs
- Understanding Pricing Programs The canonical reference. All four programs, the conversion table, a side-by-side comparison, objection responses, surcharge compliance, and the signage checklist.
- HERO Pricing Program Guide Bold's unified program covering dual pricing, cash discount, surcharging, and OPF.
- HERO Pricing Quoting and Boarding Reference The operational reference for quoting and boarding a merchant on HERO pricing.
- HERO Partner Enablement folder Merchant presentation, sample signage, sample receipts, and merchant postcards. The signage and receipts are the compliance pieces merchants need at the register.
Selling it
- Pricing Strategy & Industry Alignment Guide Matches a pricing model to the merchant's industry type, with the reasoning behind each match.
- Sales Enablement & Objection Handling Guide Positioning scripts and responses to the objections merchants raise most.
- Analyzing a Merchant Statement in ISO AMP How to upload a prospect's statement and turn it into a savings number and a customer-facing presentation.
07
Payment Terminals & Hardware
Vendor knowledge bases for the deep detail, and Bold's own troubleshooting sheets for the calls you take most.
Vendor knowledge bases
- PAX Tech Support Knowledge Base Common hardware and application fixes, industry terminology, request form downloads, and instructional videos. This is PAX's current knowledge base.
- Dejavoo / iPOSpays Knowledge Base Sections for merchant onboarding, agent onboarding, ISO and agent features, payment terminals, DejaUP!, iPOSgo!, omnichannel, e-commerce, and third-party integrations.
- Datacap Support Error-code articles and FAQs, install guides, plus compatible devices, supported processors and features, IP port requirements, merchant parameter worksheets, and a live processor uptime page.
Bold troubleshooting sheets
Dejavoo P8 TroubleshootingReboot, network check, time and date, TPN and token verification, parameter download, EMV re-register.
Dejavoo P1 TroubleshootingThe same sequence for the P1, plus bypass and spin mode and auth key verification.
Apexa X Touchscreen UnresponsiveDiagnostics for an unresponsive screen.
PAX Terminal ReferenceFirmware and OS updates, S80 setup, DHCP and static switching, batch settle and close, unsettled auths, transaction lookup, Datawire host registration, BroadPOS downloads.
Terminal Install ChecklistPre-install and on-site verification.
Comm Issues ChecklistConnectivity triage when a terminal cannot reach the host.
VITAL Error CodesError code lookup for transaction failures.
Ordering Hardware. Reach out to your designated Bold Client Services representative, or call (877) 515-6464 Opt 1.
08
Gateway & Integrations
DataCap activation, reseller tooling, and the Bold API.
- DataCap Rental Program Activation and Management The full sequence from request through activation, including the acknowledgement link the partner must click before Client Services can finish.
- DataCap request form Where activation requests are submitted.
- Datacap PSCS Where resellers manage terminal parameters and request after-hours support.
- Datacap Developer Portal API integration documentation.
- Bold API and Developers The open API for real-time transaction data, portfolio analytics, and embedded payments.
09
Systems & Portals
Every portal you sign into, and what each one is for.
| Portal | What you use it for | Link |
|---|---|---|
| MX Connect | Board applications, manage your portfolio, set pricing, track status | mxconnect.com |
| MX Merchant | Your merchants' portal: statements, reports, virtual terminal, PCI, add-ons | mxmerchant.com |
| ISO Amp | Upload a prospect's statement and get their savings, your residual, and a customer-facing presentation | priorityis.isoquote.com |
| Bold Knowledge Base | Search help articles and open a case | kb.versitech.com/bold |
| Open a Support Case | Partner and post-MID intake | Open a case |
| Bold Support | Support landing page with both case forms | boldpayments.io/support |
| Defyne / Privvy | Same-day-funding boarding | boldpayoffice.com |
| Datacap PSCS | Terminal parameter management and after-hours support requests | dsipscs.com/PSCS |
| Equipment ordering | Hardware requests | Contact your Bold Client Services representative |
10
Co-branded Assets
Logos, brand rules, and partner-facing sales material.
- Bold Partner Hub folder Logos, fonts, MX Suite flyers, sales materials, partner information, and webinar recordings.
- Bold Brand Guidelines May 2026, current. Navy
#0E1F44Teal#24DFB3Orange#FF9F00Green#87FF00Futura PT DemiDisplay MontserratBody - Bold Partner Playbook The partner-facing program overview.