EPX

Contact your EPX Relationship Manager

To connect your EPX account to Harmonize, we need to obtain access to your account. The simplest way to do this is to introduce your EPX Relationship Manager to our team. We will coordinate the setup directly with them.

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

Hello, 

We've recently partnered with Optimized Payments to help us manage our payments analytics.

Please assist them with setting up access to our account and work with them on creating a data connection (such as SFTP or API) so they can receive our daily files.

Their team is copied here to coordinate the details with you directly.

Best Regards,
[Your Name]