Elavon

Step 1 - Create user access for Optimized Payments on your Elavon account

1. Log into your Elavon dashboard using username/password.

2. Navigate to Account Settings → Users → New User.

3. Fill in the required details using [email protected] as the email.

4. In the permissions template assign read only roles.

5. Click “Create User”.

6. Optimized Payments will receive an email to activate their access. Notify your Client Success Manager to look for the activation.

Step 2 - Contact your Elavon Relationship Manager

To connect your Elavon account to Harmonize, we need to set up SFTP delivery. The simplest way to do this is to introduce your Elavon Relationship Manager to our team. We will coordinate the SFTP mailbox setup directly with them.

Send the email below to your Elavon Relationship Manager and CC your Optimized Payments Client Success Manager at [email protected].

Hello [Name],

We recently partnered with Optimized Payments to help us manage our payments analytics.
Please connect with the Optimized Payments team copied here so they can coordinate directly with you.

Best Regards,
[Your Name]