Change the merchant assignment for multiple transactions at once using the bulk action feature. This allows you to route transactions to a different payment processor or merchant account.

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Important

Change Merchant is only available for Credit Card payment methods

CVV is not stored and cannot be passed to the new merchant, potentially causing declines if CVV verification is required

Need to update more than 200 transactions? Use the Import Data Tool for CSV-based updates

To Bulk Change Merchant

Navigate to Search from the top navigation
Click on the Transactions tab
Click Filters to open the query builder
Set Transaction Status = Scheduled and any additional filters needed to find the transactions you want to update
Click Apply to filter the list
Select the checkboxes next to the transactions you want to modify
Click the Edit X Selected dropdown button
Select Change Merchant
In the modal that appears:
- Select a Merchant from the dropdown list
- Type "Change Merchant" in the confirmation field
- Optionally add Notes for your records
Click Submit

You will be taken to a Bulk Update results page showing the outcome for each transaction:

Success - Merchant was successfully changed
Failed - Merchant could not be changed (possibly due to validation errors or merchant configuration)

Use Cases

Common reasons to bulk change merchant:

Routing transactions to a different payment processor
Moving transactions after a merchant configuration change
Consolidating transactions to a specific merchant

FAQ

Q: Does changing the merchant affect already-processed transactions?

A: No, only transactions with a Status of Scheduled can be modified using this bulk action.

Q: Will changing the merchant affect the payment method on file?

A: No, the payment method remains the same. Only the merchant account that will process the transaction is changed.

Q: What permissions are needed to change merchants?

A: You need edit access to transactions and access to both the source and target merchants.