{"title":"Assign terminals","category":"default","creationDate":1724055540,"content":"<p>To make a terminal ready to accept payments, you need to assign it to a store or a merchant account representing a store, and then board the physical terminal.<\/p>\n<p>There are three ways to assign terminals:<\/p>\n<ul>\n<li>\n<p><a href=\"\/point-of-sale\/managing-terminals\/board-terminal#manually-board-your-terminal\">On the payment terminal itself<\/a>, by selecting a store during boarding. This method is not practical in case of a large number of stores to choose from or a large number of terminals, or if the terminal does not have a display.<\/p>\n<\/li>\n<li>\n<p><a href=\"\/point-of-sale\/automating-terminal-management\/assign-terminals-api\">Through Management API requests<\/a>. This enables you to automate assigning terminals.<\/p>\n<\/li>\n<li>\n<p>From your Customer Area. You can pre-assign terminals to a store from the terminals list. You can also upload a CSV with the details if you want to assign a large number of terminals to many stores in one go.<\/p>\n<\/li>\n<\/ul>\n<p>This page describes how to use the Customer Area to initially assign terminals, and to reassign terminals that have already been boarded.<\/p>\n<h2>Requirements<\/h2>\n<p>Before you begin, take into account the following requirements, limitations, and preparations.<\/p>\n<table>\n<thead>\n<tr>\n<th style=\"text-align: left;\">Requirement<\/th>\n<th style=\"text-align: left;\">Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"text-align: left;\"><strong>Integration type<\/strong><\/td>\n<td style=\"text-align: left;\">A <a href=\"\/point-of-sale\/basic-tapi-integration\/\">Terminal API integration<\/a> with payment terminals, or a <a href=\"\/point-of-sale\/standalone\">standalone solution<\/a>.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left;\"><strong><a href=\"\/account\/user-roles\">Customer Area roles<\/a><\/strong><\/td>\n<td style=\"text-align: left;\">To assign terminals using the Customer Area, you must have the following role: <ul><li markdown=\"1\"><strong>Merchant POS Terminal Management Admin role<\/strong><\/li><\/ul><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"step-1-pre-assign-the-terminal-to-a-store\">Assign a terminal from your Customer Area<\/h2>\n<p>When we ship the terminals you ordered, we add them to the <strong>Inventory<\/strong> of your company account. From there, you assign the terminals to the stores where they will be boarded and used.<\/p>\n<p>To assign one or more terminals to the same store:<\/p>\n<ol>\n<li>\n<p>Log in to your Customer Area:<\/p>\n<ul>\n<li>For a test terminal, go to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">test Customer Area<\/a>.<\/li>\n<li>For a live terminal, go to your <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a>.<\/li>\n<\/ul>\n<\/li>\n<li>\n<p>Go to <strong>In-person payments<\/strong> &gt; <strong>Payment devices<\/strong>, and select the <strong>Terminals<\/strong> tab.<\/p>\n<\/li>\n<li>\n<p>Search for the terminal by serial number.<\/p>\n<\/li>\n<li>\n<p>Select the terminal. You can either select its checkbox or click on the row of the terminal. Use the checkboxes if you are assigning multiple terminals to the same store.<\/p>\n<\/li>\n<li>\n<p>Select <strong>Reassign<\/strong>.<\/p>\n<\/li>\n<li>\n<p>If a <strong>Terminal reassignment<\/strong> message appears, select <strong>Got it<\/strong>.<br \/>\nThe message gives information about <a href=\"#reassign-boarded-terminals\">reassigning terminals that are already boarded<\/a>.<\/p>\n<\/li>\n<li>\n<p>Select the <strong>Store<\/strong> that you want to assign the terminal to.<\/p>\n<div class=\"sc-notice info\"><div>\n<p>Select an <strong>Inventory<\/strong> if you want to reassign a terminal from a store back to an inventory.<\/p>\n<\/div><\/div>\n<\/li>\n<li>\n<p><strong>Confirm<\/strong> the assignment and <strong>Close<\/strong> the dialog.<\/p>\n<\/li>\n<\/ol>\n<h2 id=\"assign-terminals-in-bulk\">Assign terminals in bulk<\/h2>\n<p>If you have a lot of terminals to assign, or various stores that you need to assign terminals to, you can do that in one go by uploading a CSV file with the details.<\/p>\n<p>To assign terminals in bulk using the Customer Area:<\/p>\n<ol>\n<li>\n<p>View the instructions for the file structure:<\/p>\n<ol>\n<li>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Customer Area<\/a>, go to <strong>In-person payments<\/strong> &gt; <strong>Payment devices<\/strong>, and select the <strong>Terminals<\/strong> tab.<\/li>\n<li>Select <strong>More options<\/strong> &gt; <strong>Bulk reassignment<\/strong>.<\/li>\n<li>\n<p>Select the links to view a description and download an example file.<\/p>\n<!-- list separator -->\n<\/li>\n<\/ol>\n<\/li>\n<li>\n<p>Prepare your CSV file according to the instructions.<\/p>\n<\/li>\n<li>\n<p>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">test Customer Area<\/a> or <a href=\"https:\/\/ca-live.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">live Customer Area<\/a>, go to <strong>In-person payments<\/strong> &gt; <strong>Payment devices<\/strong>, and select the <strong>Terminals<\/strong> tab.<\/p>\n<\/li>\n<li>\n<p>Select <strong>More options<\/strong> &gt; <strong>Bulk reassignment<\/strong>.<\/p>\n<\/li>\n<li>\n<p>In the box under <strong>Upload your CSV file<\/strong>, select the file you prepared.<\/p>\n<p>If errors are found, fix the errors and try again.<\/p>\n<\/li>\n<li>\n<p>Select <strong>submit<\/strong>.<\/p>\n<\/li>\n<\/ol>\n<h2 id=\"reassign-boarded-terminals\">Reassign boarded terminals<\/h2>\n<p>If you have a terminal that was already assigned and boarded to a store and now you want to use it for a different store, you must reassign the terminal.<\/p>\n<p>When you reassign a terminal that is boarded already, the terminal still uses the configuration of the old store until it synchronizes with the Adyen platform. The terminal then removes its configuration and shows <strong>Board the terminal<\/strong> again so that it can collect the new configuration.<\/p>\n<p>To successfully assign and board the terminals, note the following:<\/p>\n<ul>\n<li>The terminals need to be turned on and have a stable internet connection.<\/li>\n<li>\n<p>It can take up to three hours before the reassignment takes effect. That is because the synchronization of the terminal with the Adyen platform happens every three hours.<\/p>\n<p>If you want the reassignment to take effect instantly, you can:<\/p>\n<ul>\n<li>Enable <a href=\"\/point-of-sale\/diagnostics\/check-cloud-connection\/#use-the-customer-area\">WebSockets<\/a> before the reassignment.<\/li>\n<li>For non-Android terminals, update the configuration manually. See <a href=\"\/point-of-sale\/managing-terminals\/maintain-performance#configuration-changes\">Configuration changes<\/a> for more information.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>To reassign terminals that are already boarded:<\/p>\n<ol>\n<li>\n<p>Follow the steps in <a href=\"#step-1-pre-assign-the-terminal-to-a-store\">Assign a terminal from your Customer Area<\/a>.<\/p>\n<\/li>\n<li>\n<p><a href=\"\/point-of-sale\/managing-terminals\/board-terminal\">Board the terminal<\/a> again when the message <strong>Board the terminal<\/strong> appears.<\/p>\n<\/li>\n<\/ol>\n<h2>See also<\/h2>\n<div class=\"see-also-links output-inline\" id=\"see-also\">\n<ul><li><a href=\"\/point-of-sale\/automating-terminal-management\/assign-terminals-api\"\n                        target=\"_self\"\n                        >\n                    Assign terminals using API requests\n                <\/a><\/li><li><a href=\"\/point-of-sale\/managing-terminals\/board-terminal#manually-board-your-terminal\"\n                        target=\"_self\"\n                        >\n                    Manually board your terminal\n                <\/a><\/li><\/ul><\/div>\n","url":"https:\/\/docs.adyen.com\/point-of-sale\/managing-terminals\/assign-terminals","articleFields":{"description":"Prepare your payment terminals for boarding.","feedback_component":true,"filters_component":false,"decision_tree":"[]","page_id":"7ae43d8a-af12-4791-a194-89c33da4d1b4","last_edit_on":"19-08-2024 10:19"},"algolia":{"url":"https:\/\/docs.adyen.com\/point-of-sale\/managing-terminals\/assign-terminals","title":"Assign terminals","content":"To make a terminal ready to accept payments, you need to assign it to a store or a merchant account representing a store, and then board the physical terminal.\nThere are three ways to assign terminals:\n\n\nOn the payment terminal itself, by selecting a store during boarding. This method is not practical in case of a large number of stores to choose from or a large number of terminals, or if the terminal does not have a display.\n\n\nThrough Management API requests. This enables you to automate assigning terminals.\n\n\nFrom your Customer Area. You can pre-assign terminals to a store from the terminals list. You can also upload a CSV with the details if you want to assign a large number of terminals to many stores in one go.\n\n\nThis page describes how to use the Customer Area to initially assign terminals, and to reassign terminals that have already been boarded.\nRequirements\nBefore you begin, take into account the following requirements, limitations, and preparations.\n\n\n\nRequirement\nDescription\n\n\n\n\nIntegration type\nA Terminal API integration with payment terminals, or a standalone solution.\n\n\nCustomer Area roles\nTo assign terminals using the Customer Area, you must have the following role: Merchant POS Terminal Management Admin role\n\n\n\nAssign a terminal from your Customer Area\nWhen we ship the terminals you ordered, we add them to the Inventory of your company account. From there, you assign the terminals to the stores where they will be boarded and used.\nTo assign one or more terminals to the same store:\n\n\nLog in to your Customer Area:\n\nFor a test terminal, go to your test Customer Area.\nFor a live terminal, go to your live Customer Area.\n\n\n\nGo to In-person payments &gt; Payment devices, and select the Terminals tab.\n\n\nSearch for the terminal by serial number.\n\n\nSelect the terminal. You can either select its checkbox or click on the row of the terminal. Use the checkboxes if you are assigning multiple terminals to the same store.\n\n\nSelect Reassign.\n\n\nIf a Terminal reassignment message appears, select Got it.\nThe message gives information about reassigning terminals that are already boarded.\n\n\nSelect the Store that you want to assign the terminal to.\n\nSelect an Inventory if you want to reassign a terminal from a store back to an inventory.\n\n\n\nConfirm the assignment and Close the dialog.\n\n\nAssign terminals in bulk\nIf you have a lot of terminals to assign, or various stores that you need to assign terminals to, you can do that in one go by uploading a CSV file with the details.\nTo assign terminals in bulk using the Customer Area:\n\n\nView the instructions for the file structure:\n\nIn your Customer Area, go to In-person payments &gt; Payment devices, and select the Terminals tab.\nSelect More options &gt; Bulk reassignment.\n\nSelect the links to view a description and download an example file.\n\n\n\n\n\nPrepare your CSV file according to the instructions.\n\n\nIn your test Customer Area or live Customer Area, go to In-person payments &gt; Payment devices, and select the Terminals tab.\n\n\nSelect More options &gt; Bulk reassignment.\n\n\nIn the box under Upload your CSV file, select the file you prepared.\nIf errors are found, fix the errors and try again.\n\n\nSelect submit.\n\n\nReassign boarded terminals\nIf you have a terminal that was already assigned and boarded to a store and now you want to use it for a different store, you must reassign the terminal.\nWhen you reassign a terminal that is boarded already, the terminal still uses the configuration of the old store until it synchronizes with the Adyen platform. The terminal then removes its configuration and shows Board the terminal again so that it can collect the new configuration.\nTo successfully assign and board the terminals, note the following:\n\nThe terminals need to be turned on and have a stable internet connection.\n\nIt can take up to three hours before the reassignment takes effect. That is because the synchronization of the terminal with the Adyen platform happens every three hours.\nIf you want the reassignment to take effect instantly, you can:\n\nEnable WebSockets before the reassignment.\nFor non-Android terminals, update the configuration manually. See Configuration changes for more information.\n\n\n\nTo reassign terminals that are already boarded:\n\n\nFollow the steps in Assign a terminal from your Customer Area.\n\n\nBoard the terminal again when the message Board the terminal appears.\n\n\nSee also\n\n\n                    Assign terminals using API requests\n                \n                    Manually board your terminal\n                \n","type":"page","locale":"en","boost":17,"hierarchy":{"lvl0":"Home","lvl1":"In-person payments","lvl2":"Manage your terminal fleet","lvl3":"Assign terminals"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/","lvl1":"https:\/\/docs.adyen.com\/point-of-sale","lvl2":"https:\/\/docs.adyen.com\/point-of-sale\/managing-terminals","lvl3":"\/point-of-sale\/managing-terminals\/assign-terminals"},"levels":4,"category":"In-person payments","category_color":"green","tags":["Assign","terminals"]}}