When document signing is completed in the Managed Flow, construct the boarding POST including the document packet ID.

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Document Upload

Contractual documents are automatically uploaded to the document repository when:

  • Your implementation requires it, and
  • The boarding parameters include the document packet ID.

When required, supporting documents are uploaded separately using the uploadDocuments POST.

By default, files are named SUPPORTING_DOCUMENT. In order to give your uploaded file a different name, enter a custom name in the description field.

Documents must meet the following requirements:

  • Use a supported file format: JPG, JPEG, PDF, PNG, TIF, and TIFF
  • Files must be encoded as Base64, which uses 4 characters for every 3 bytes 
  • Be no more than 50 MB (52428800 bytes), which in Base64 is equivalent to 66.7 MB (69905068 bytes)
  • Only 5 documents can be uploaded at a time

Document Upload Example: 

"mimeTypeCode": "PDF", "imageContent": "JVBERi0xLjAKMSAwIG9iajw8L1BhZ2VzIDIgMCBSPj5lbmRvYmogMiAwIG9iajw8L0tpZHNbMyAwIFJdL0NvdW50IDE+PmVuZG9iaiAzIDAgb2JqPDwvTWVkaWFCb3hbMCAwIDMgM10+PmVuZG9iagp0cmFpbGVyPDwvUm9vdCAxIDAgUj4+Cg=="

Endpoint -- api/v1/uploadDocuments

Input -- uploadDocumentsRequestParams

Output -- UploadDocumentResponse

Top Level Boarding Parameters

The following table lists a selection of the top-level parameters that comprise the boarding POST. Boarding and creditCheck operations use many of the same parameters. Only new parameters are listed in the table.

Important. When more than one Path Parameter versionNumber is available, always use the latest version. For example, when versions 1 to 4 are available, use v4.

Boarding data




Dynamic Currency Conversion (DCC) is optional for boarding as a business may not engage in DCC.


How the business prefers to receive billing information.


Optionally, how the business prefers to receive funding information.


How the business would prefer to receive electronic statements.


Optionally, the value-added services applied to the application.


Optional equipment managed by Elavon.


The amount, quantity, frequency, and type of fees. Each section creates a separate fee product.


An assessment of business resources and capacity.


This uses the same elements as the Credit Check Flow's contactInfo, passing all the information needed to connect with the merchant personally including:

  • Address
  • Phone number
  • Email address

Salutation (Mrs, Mr, etc.) is mandatory for EU credit check. Contact information may be different from the applicant's residence, business, or legal information.

Credit Check

When boarding an application, the credit system performs a Credit Check.

Our Credit Check service validates your merchant customer's status against Elavon's Credit Policy in only a few moments. Data parsed includes their business, personal, and banking information. The result affects the application’s approval.

If more information is required to approve the creditCheck, then the customer is prompted to provide it.

Request a Boarding Application Status

You can use the API to check on the boarding status. The boardstatus POST is detailed in the Boarding Status section of the API Reference. The required parameters are listed in the following table.

Boarding Status Request parameters




In the EU, this is the Merchant ID returned within a successful boarding response.


The Elavon-provided client identifier of the individual being status checked. It should match value present on boarding request.


An alphanumeric value that identifies the status request. It must be wholly original, never repeated for subsequent applications, and limited to 32 characters. An example is the Partner's name followed by a millisecond timestamp: 'AcmeCorp1572566399123'.


The country in which the client operates using ISO 3166-1 alpha-3. It should match value present on boarding request.


Identifying the sales representative boarding the customer. It should match value present on boarding request.


When there are no errors, the response contains the applicationID and the boarding status. 

boardingStatus Values




The application is complete, opened, and free to transact.


(EU) The application is in progress. Try again later.


(NA) Pending. The application is in progress. Try again later.


The application is declined.


The application has been closed and is stopped from transacting.


(EU implementations only). Typical of connection issues. Refer to the Boarding Timeouts section.


Typical of connection issues. Refer to the Error Messages section for common errors, and then try again.


Status is unknown at this time.


Boarding Timeouts

A timeout or delay in returning a MID may occur when:

  • The application is a duplicate and, or the uniqueId is not unique.
  • New eBoarding software is being deployed.
  • There is a temporary system malfunction.

Depending on your implementation, the API will resubmit timed-out applications automatically. In others, when a MID is not returned within 180 seconds, resubmit applications using the same uniqueId and as follows for an EU or NA implementation. 

For help, reference error logs and/or consult with your Solutions Engineering Team. Common errors include 404 or 911 for system outages. Any other error likely indicates faulty data, and you should contact your support team to resolve the issue. Otherwise, attempt the retry method below.

For EU implementations

  1. First retry after 180 seconds.
  2. Then retry every 15 minutes for 4 hours.
  3. Then retry every 60 minutes for 72 hours.

For NA implementations

  1. First retry after 90 seconds.
  2. Then retry every 15 minutes for 4 hours.
  3. Then retry every 60 minutes for 72 hours

Avoiding Duplicate Applications or uniqueId errors

You must ensure each application uniqueId is original, never repeated, and no more than 32 characters long. We recommend using the partner's name followed by a millisecond timestamp.

Example. AcmeCorp1572566399123

Edits and Errors

You must update the uniqueId for each boarding attempt when:

  • Editing a submitted application, or
  • An error is reported.

In this example, the second attempt adds a hyphen and a one to the end of the uniqueId.

Example. AcmeCorp1572566399123-1


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