Fiserv / CLE

Required Information

  • Fiserv relationship manager’s contact

  • Access for Optimized Payments to your Fiserv account

Supported SFTP Reports

  • Daily Settlement

  • Chargeback

  • Authorization & Funding Adjustment

  • Fee Reports

  • Others depending on CLE account level

Contact your Fiserv Relationship Manager

To connect your Fiserv account to Harmonize, we need Optimized Payments to be added as an authorized recipient on your Fiserv SFTP data feed.

Send the email below to your Fiserv 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. To complete the integration, we need Optimized Payments added as a user on our account.

Please also add the SFTP mailbox NAGW-YKWKX001 to our account for file delivery.

Best Regards,
[Your Name]


You can view more information about Fiserv’s reporting details here

Fiserv support: [email protected]

For your information

  • Harmonize will validate report access (portal or file drop).

  • Onboarding team will confirm data ingestion within 48 hours.

  • Historical data can be manually downloaded and uploaded via SFTP or emailed securely upon request.