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Merchants Overview

Open Admin → Merchants (https://admin.finmatch.io/merchants/). The list-page subtitle is Manage and monitor your merchant accounts. Idle table: Loading merchants....

Open a merchant​

  1. Click the Company name (blue underline), or ⋯ → ✏️ Edit. Both open the merchant page at ?id=.
  2. Stay on Overview. Editing is inline Edit Merchant in the page header. Merchant Page Editing.

Link Customer is on the Stripe Customer column, not in the ⋯ menu.

Search, sort, and environment​

Toolbar, left to right:

  1. Search placeholder Search by Merchant ID, Company Name, or URL.... Filters as you type (or Enter / the search button). Matches merchant id, company name, merchant name, domain, Company Number, and linked Stripe customer id. Protocol, www., and a trailing slash are ignored on both the query and the domain. The placeholder text is unchanged (it does not list Company Number).
  2. Sort control title: Sort merchants. Options: Newest first (default), Oldest first, Merchant ID A-Z, Merchant ID Z-A. Newest / oldest use createdAt; missing dates fall through to id.
  3. Environment filter: All Environments, Production, Staging, Test. There is no Status filter on this toolbar. The table Status column is still visible; it is not a dropdown.
  4. Page-size title: Items per page. Options: 25 per page, 50 per page (default), 100 per page, 200 per page. Changing it resets to page 1 and is remembered in this browser.

Search or environment change also resets to page 1.

Empty after a filter: No merchants match your search or filters. Empty with no merchants at all: No merchants found. Load failure in the table: Error loading merchants: plus the reason, or Could not load merchants: plus a sign-in checklist.

Pagination​

Below the table:

  • Count: Showing start–end of N merchants. When the filtered list is empty, that line is No merchants found.
  • Previous / Next, and Page n of m. Previous is disabled on page 1; Next is disabled on the last page or when the list is empty.
  • Changing page scrolls the table into view.

Add Merchant and Sync Snippets​

  • Add Merchant opens Add New Merchant. Adding Merchants.
  • Last snippet snapshot starts as Loading…. After the shared file loads it shows the snapshot time (or Unavailable).
  • Sync Snippets (title Create a new snippet snapshot for all merchants (shared view)) rebuilds the snapshot for every merchant. Snippet snapshot.

Table columns​

ColumnClick / what you get
IDFinMatch merchant id
CompanyOpens the merchant page
DomainMerchant website domain
EnvironmentBadge: Production, Staging, or Testing (t). The filter option for t is Test; the cell says Testing.
StatusPending, Approved, Live, Suspended, or Terminated. Not the SDK kill-switch. Merchant Page Editing.
LendersEnabled lenders, or italic None
Stripe CustomerLinked id (clickable), or Link Customer. Managing Merchants.
Snippet statusShared daily scan. ⓘ How snippet status works. Snippet status.
Actions⋯ → ✏️ Edit (opens the merchant page)

There is no Deployment column. Older docs used that name for snippet status.

Status vs snippet status​

Status is the merchant-record badge (billing, FinMatch approval, lender approvals, live toggle, termination). Changing it does not take the snippet offline.

Snippet status is the storefront scan: Snippet found, Snippet missing, No domain, Error, Checking, or Unknown. It comes from a shared daily snapshot plus on-demand Check snippet, not a crawl of every merchant on every page load. Details: Snippet status and Snippet snapshot.

Next Steps​