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Activation

Activate the Smart Routing service for your merchant group to start creating rulesets and routing payments.

Before you start

To use smart routing, you'll need to have a subscription to the smart routing service. You'll also need to have the correct role and permissions to create, edit, and view rules. Learn more about roles.

Activate the service

  1. In the Unity Portal, go to Merchant setup > Merchant groups.
  2. Select a merchant group.
  3. In the Services tab, find the SMART routing service.
  4. Switch its Active toggle to on.

Your service is now activated and you're ready to create your first ruleset.