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To add a location, select a Program from the Programs page. This will open the Locations page of the Fidel Dashboard, with the program selected. You can then click the New location button, and enter the requested info about the location. You can also use the API to create and update locations.
You can add Locations after creating a Program and a Brand.
In the live environment, the Fidel Dashboard has a new feature that allows you to bulk add multiple locations from the same brand. You can see a list of the brands onboarded into your account, and the locations available to us. You can choose all participating locations and add them to your program. Please note, this feature is only available in the live environment.
You can do the same by using our API.
123456789101112curl -X POST \ https://api.fidel.uk/v1/programs/b58d8057-9159-4daf-a003-1397e28f6822/locations \ -H 'Content-Type: application/json' \ -H 'Fidel-Key: <KEY>' \ -d '{ "address": "2 Soho Square", "brandId": "838d648e-5614-48a7-8e8b-6b3014638c66", "city": "London", "countryCode": "GBR", "postcode": "W1D 3PX" }'
The information required for each location is the Brand (with approved consent), address, postcode, city and country. If your location has been assigned Merchant IDs (MIDs) from the card networks, you may add them now. Adding MIDs during Location creation will speed up the onboarding process.
If you need to onboard payment facilitators (Square, iZettle, SumUp, etc.), they may be using shared merchant IDs that have an impact on how transactions are monitored. Reach out to Fidel if you work with merchants that use payment facilitators.
Once you have added your locations to Fidel, we can begin the process of Location Sync ⚡️. This step requires submitting all of the locations for onboarding with Visa, Mastercard and American Express, so that we may track credit/debit card transactions at each location. During this process, you can monitor and keep track of the status of each location.
Location Sync
Location status is reported separately for each card scheme. Each location/scheme combination can have one of four statuses: Idle, Syncing, Active or Not found.
Location Status Webhook
The location.status
webhook can be registered on the Fidel Dashboard or via the Fidel API. An event is triggered when there are updates from a card network for a Location in a Program. In the test
environment, this webhook triggers three times for each location upon creating a Location, once for each card scheme, with a location.active
event. In the live
environment, this would trigger whenever a location has synced successfully for a card scheme, with a location.active
event. Or whenever a location has failed to sync for a card scheme, with a location.failed
event.
Here's an example on how to register the webhook on a Program, with example.com
as the URL:
123456789curl -X POST \ https://api.fidel.uk/v1/programs/06471dbe-a3c7-429e-8a18-16dc97e5cf35/hooks \ -H 'Content-Type: application/json' \ -H 'Fidel-Key: <KEY>' \ -d '{ "event": "location.status", "url": "https://example.com" }'
Location Sync Process
In the live environment, the location begins in an Idle state. In order to initiate a change in status of your location, you must start the syncing process for the entire program. You can start the process by pressing the "Sync locations" button on the Fidel Dashboard. The button is only visible when you have an idle location in your Program. Location Sync can take 1-2 weeks. Only one sync per program can be run at a time, so ensure that you are ready to run this process.
You can also start the sync process programmatically by calling the Update Program endpoint of our API. You'll need to add a body parameter of { "status" : "syncing" }
to start the process. Because syncing only works for live programs, you'll need to use the programId
of a live program, and your live API key, when you call the API endpoint. Using a test API key will throw an error.
1234567curl -X PATCH https://api.fidel.uk/v1/programs/1ed2d0a4-b778-4ea4-b991-b5ede2d4eeaa \ -H 'Content-Type: application/json' \ -H 'Fidel-Key: <KEY>' \ -d '{ "status": "syncing" }'
Alternatively, you can start the sync process for each location when you create it, by using the "status": "syncing"
property. This only works in the live environment, so you'll need to use a live API key when making the API request.
12345678910111213curl -X POST \ https://api.fidel.uk/v1/programs/1ed2d0a4-b778-4ea4-b991-b5ede2d4eeaa/locations \ -H 'Content-Type: application/json' \ -H 'Fidel-Key: <KEY>' \ -d '{ "address": "2 Soho Square", "brandId": "8c092cdb-e53d-4512-8168-c2a7f6b87286", "city": "London", "countryCode": "GBR", "postcode": "W1D 3PX", "status": "syncing" }'
Once the sync process is initiated, the Location status is updated to Syncing. It then moves to Active when we receive confirmation from the card networks that the location has been successfully on-boarded to your program. If the card networks have an issue with a specific location, the status is set to Not found and a case is opened to resolve the issue. You can also activate a Virtual Card in your account, and use that to link a transaction to the location.
While your locations are syncing you have a progress bar to follow the current status and estimated finish time.
For Locations in the live environment, status can be tracked on the dashboard. A green check ✅ means we have received at least one transaction from this Location confirming the active onboarding status. A RT icon will show where we can track real-time authorisation transaction and the RT will turn green when we receive the first auth transaction from this Location.
Virtual Cards
When a location can't be found during the standard network location sync, you can use virtual cards to help onboard it. You can use the same process to verify an already active location. Fidel API funds your virtual card free of charge. There is a maximum of $2.00 (or equivalent) per transaction, with a limit of $10.00 per day.
To activate your virtual card, go to the Account Settings page.
After you've activated your virtual card, use it to make a small transaction in the location you're trying to onboard. This can be done physically in the store (by adding it to your mobile wallet), or by asking your merchant to use the card when processing a transaction remotely.
If you make several transactions on the same day it’s recommended that they have different amounts, to make them easier to identify.
After you've made the transaction, you can link it in the Fidel API Dashboard via the drop-down next to the location status. A drawer will appear, listing the transactions made with your virtual card, and you can select the transaction that matches the one you’ve made at the corresponding location. Linking one location with either Mastercard or Visa will automatically link the other one as well.
Deleting Locations
You can delete locations in the Fidel API Dashboard, or using the API's Delete Location endpoint.
12345curl -X DELETE \ https://api.fidel.uk/v1/locations/1d4f3030-f40b-4497-88ae-5dbe0c189a72 \ -H 'content-type: application/json' \ -H 'fidel-key: sk_live_50ea90b6-2a3b-4a56-814d-1bc592ba4d63'