---
title: "Issuer guide for Mastercard bulk enrollment - Payhawk Help Center"
slug: "payhawk-s-issuer-guide-for-configuring-mastercard-bulk-enrollment"
description: "Bank relationship managers: set up a Mastercard SmartData subscription for Payhawk, from entity and vendor selection to record, filter, and masking settings."
updated: 2025-11-10T13:19:09Z
published: 2025-11-10T13:19:09Z
canonical: "payhawk.com/payhawk-s-issuer-guide-for-configuring-mastercard-bulk-enrollment"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://payhawk.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Payhawk's Issuer guide for configuring Mastercard bulk enrollment

This guide is designed to help bank relationship managers set up Mastercard SmartData subscriptions.

## Step 1: Entity selection

1. Navigate to **Activities** > **Create Request** > **To Defined End-Point**.
2. Select the **Entity** (client/company).
  1. Enter a **Request Title**. The title should help you easily locate and identify the request.
  2. Provide a **Request Description** that is meaningful and clear for your reference.
  3. The **Bill to ICA** field will appear once an entity is selected.
  4. Use the **Drill Down** icon to find the entity you want to configure.
  5. Use the **Add** icon to select the entity, which will then appear in the ​**Selected Entities** section at the bottom of the screen.
  6. Click on **Next** to proceed.

## Step 2: Vendor selection

On the **Vendor** **selection** screen, configure the following:

1. Set **Vendor Name** to **Payhawk**.
2. Set **Application Name** to **Payhawk**.
3. Set **Application Type** to **Hosted**.
4. Set **Format** to **CDF v3 Release 2201**.
5. Define **Frequency**:
  - Set **Expense Management Format** to **CDF v3 Release 2201**.
  - Set **Frequency to send file** to **On Receipt**.
  - Set **Expiration Date** to **No**.

## Step 3: Record selection

On the **Record selection** screen, configure the following:

1. Set **Financial Data** to **Yes**.
  - Set **Include Merchant Transactions** to **Yes**.
    - Set **Include Addendum** to **Yes**.
    - Set **Include Future Updates** to **Yes**.
      - Set **Include Updated Transactions Only** to **No**.
  - Set **Include Adjustments** to **Yes**.
  - Set **Include Authorization Declines** to **Yes**.
2. Set **Hierarchy** to **Yes**.
  - Set **Include All Active Hierarchy** to **No**.
    - Set **Include Inactive Hierarchy** to **No**.
  - Set **Include Maintenance Only Hierarchy** to **No**.
  - Set **Include Corresponding Account Information Only** to **Yes**.
3. Set **Load Only Enhanced Data** to **No**.
4. Set **Supplier Data** to **Yes**.

## Step 4: Filtering

Set **Would you like to apply any filters to the data?** to **No**.

## Step 5: Masking

Set **Would you like to mask any data?** to **No**.

## Step 6: Notifications

Set **Would you like to send email notifications when files are sent?** to **No**.

## Step 7: Data initialization

1. Set **Would you like to receive a one-time system initialization data file?** to **Yes**.
2. Set **Would you like to include hierarchy records?** to **Yes**.
  - Set **Active Hierarchy Records** to **Yes**.
  - Set **Inactive Hierarchy Records** to **No**.
3. Set **Would you like to include historical financial records** to **Yes**.
  - Set **Start Date** to **Today's date -90 days**.
  - Set **End Date** to **Today's date**.
4. Confirm and submit to send request to the setup team. Once completed, you'll be notified over email.

## Step 8: Activation

When you have received the confirmation that the file delivery has been set up:

1. Go to **Activities** > **View** > **File Deliveries**.
2. Locate and click on the **File Delivery** you would like to activate. It will have:
  1. **File Delivery ID** matching your confirmation email.
  2. **Receiving Application**: **Payhawk**.
  3. **Status: Pending**.
3. From the **Action** menu select **Activate File Delivery**.

> [!TIP]
> The Payhawk system is always ready to receive files.