Setting up payment routing by target allocation

After you understand the complexities of target allocation (see How do I keep a relationship active at a specific transaction percentage?), you are ready to set it up.

To set up payment routing by target allocation

1. Work with Integrations Support to set up your Nexio account and merchant accounts so that they are optimized for payment routing by target allocation.

   In general, this means having a single API user with two or more MIDs that support the same transaction currency.

2. Open the Nexio Dashboard and log in.
   For the sandbox: https://dashboard.nexiopaysandbox.com
   For production: https://dashboard.nexiopay.com

3. Navigate to Settings > Payment Routing.

   The tab shows user accounts and the types of rules.

4. Locate the user account that you want to add to or modify payment routing rules for. Click that row in the table.

   The Payment Routing Rules page displays.

5. Click Add New Rule.

   The Add Routing Rule dialog displays.

6. Select the currency you want to add this rule to and then select Target Allocation as the rule type.

   For example, select the USD currency.

7. Provide values for the Target Allocation fields to match your desired percentages.

   For example, assuming you have two MIDs for your user account and the first one needs to remain at 10% allocation every month, type 10 in the Target Allocation field for MID #1 and type 90 in the Target Allocation field for MID #2.

8. When you are done creating the rule, click Save.

9. For the transaction request, configure the API as follows.

   Each payment request must include the following parameters:

   • data.amount
   • data.currency