Learn how to set up the Chase Payment Method Updater through the Zuora UI, including configuring basic information, credentials, updater services, and rules.

1. Click your username at the top right, and navigate to Settings > Payments > Set Up Payment Method Updater .
2. Select Chase from the Updater Type list, and click add payment method updater .
3. In the Basic information area, configure the following information:

   • Processor : The PMU functionality has to be approved by your gateway/processor. Once enabled, Zuora will automatically send Chase NCB payment methods to the Chase NCB for updates.

   • Select the Active box to activate your Chase NCB Account Updater in Zuora. When this check box is selected, PMU will automatically submit credit card information for updates. Please note that if multiple Active Updaters are configured, they may submit the same cards and receive the same updates. (Ensure Duplicate Detection is configured with Chase as noted above).

   • In the Name field, enter the name you want to use to identify the updater.

4. In the Credentials area, configure the following information:

   • In the Presenter's ID (PID) field, enter the PID assigned by Chase NCB Merchant Services. The PID is a number assigned to the application that physically sends the data file (Presenter).

   • In the PID Password field, enter the PID password assigned by Chase Merchant Services.

   • In the Submitter's ID (SID) field, enter the SID assigned by Chase Merchant Services.

   • In the SID Password field, enter the SID password assigned by Chase Merchant Services.

   • From the Division Number list, select the division number assigned to your account by Chase.

   • In the SFTP Username field, enter the SFTP user name used for reconciliation.

5. In the Updater services area, select the updater services that you want to use.

   • Select the Visa Account Updater (VAU) check box.

   • Select the MasterCard Automatic Billing Updater check box. Both Visa and Mastercard services are supported.

6. In the Rules area, configure the following information:

   • Specify a value for Start Payment Method Updater service days prior to the Bill Cycle Day field. Zuora recommends using a value of 10 days prior to the Bill Cycle Day, because the Chase NCB Account Updater service will typically take 10 days to process the credit card account information for updates.

   • If the Only update payment methods for customer accounts associated to this gateway/processor setting is selected, only the credit cards for customer accounts that meet either of the following conditions are included in the updates. Disable this field to send all credit card information to Chase.

     • The default payment gateway of the customer account is set to Chase (in the Billing and Payment Info section on the Customer Account page).

     • The default payment gateway of the customer account is not configured, but the default payment gateway of the tenant is set to Chase.

   • If the Only update the default payment method for AutoPay customer accounts setting is selected, only the default credit card payment methods for customer accounts with the AutoPay setting enabled are included in the updates. Clear this check box to send data of all credit cards for all customer accounts to Chase NCB, regardless of whether AutoPay is enabled for the customer account or not.

7. Click save updater information to save configurations.