Congratulations on signing up for Advanced Vault and taking your vault to the next level with a managed vault that combines core vaulting, lifecycle functionality, and data enrichment of payment methods with rules and best practices.
Enabling Advanced Vault:
- Log in to your account: https://app.spreedly.com/
- Navigate to the Organization Tab
- Edit Organization Settings:
- Enable the Advanced Vault toggle
- Click “Save changes”
Next, you'll need to enable your desired environment(s). Environments are defaulted to off, so you must select the environment(s) you want to enable.
- Navigate to the Environment settings.
- Edit Environment Settings:
- Enable your desired environment(s)
- If multiple environments will be enabled, navigate to the “Switch environment” tab to repeat steps 5 & 6, as needed.
Alternatively, you can complete it via the API: Spreedly API v1 Reference
- Click “Save changes”
Note: If you have payment methods stored in your environment(s) that should not be enrolled in Advanced Vault you may elect to unenroll the payment methods using a non-billable API call by following the steps in our Advanced Vault Developer Docs.
Now, let's make sure you have all your additional features enabled.
Account Updater (AU):
- Two Options Available: enable at the Organization level or the Environment level
- If you choose the organization level, you’ll toggle on AU under your Organization tab and you’re all set.
- If you choose to enable it at the environment level, you may select the same environment(s) as Advanced Vault or switch it up!
- Note: If you have payment methods stored in your environment(s) that should not be enrolled in Account Updater, you may elect to unenroll the payment methods using a non-billable API call by following the steps in our developer docs.
- Click “Save changes”
Network Tokenization (NT):
- In filling out this form: Spreedly Advanced Vault Form we will begin the process of obtaining your TRIDs.
- For planning purposes, anticipate availability within 3 weeks, as some networks may take longer than others to assign this value.
Data Enrichment:
- Enriching Payment Methods with BIN Metadata and Payment Account Reference (PAR - coming soon) for advanced decision-making, fraud prevention, and customer loyalty tracking.
Additional Resource Links:
- What is Advanced Vault?
- How to enable Advanced Vault?
- Advanced Vault Developer Docs
- Account Updater How-tos
- Account Updater Developer Docs
- Network Tokenization Docs
- Network Tokenization Developer Docs
- BIN Metadata Docs
Questions? We are happy to help!
For non-Spreedly customers, fill out our Contact Us form by clicking here. For active Spreedly customers, please reach out to your Account Manager or email support@spreedly.com for more information.