Merchant Onboarding
Internal tool — not for merchants or partners
Steps ①–⑤ are one-time setup. The Rhombus sales feed (⑥) runs continuously for the life of the account.
Step 1 — Ask Rhombus for their account ID
Per Paul: Rhombus is the system of record for merchant IDs. Always ask for their account ID for this merchant — never invent one yourself.
Message to send Rhombus (Paul)
Step 2 — Provision in Convoi
Once Paul replies with their account ID, use it below. Calls ProvisionMerchant directly — your admin secret is sent once with this request and never stored.
Provisioned — send this link to the merchant
Message to send the Merchant
Checkpoint — verify before calling it live
- Open the merchant's dashboard link yourself — badge should read “Based on confirmed lease”, not “Illustrative example,” once they've uploaded one.
- Confirm Live Network Totals shows LIVE SYNC ACTIVE once Rhombus starts sending real transactions.
- If this is a new district, confirm
GetCommunityMetricshas real data seeded, and any funder link for it reflects the new merchant.
What the merchant does
Opens their dashboard link
The one you send them — unique to their business, contains their access token.
Uploads their lease
OCR reads rent, square footage, and dates. They review and confirm — the “Restaurant Financial Estimates” panel switches from an illustrative example to real numbers the moment this is confirmed.
Enters or scans other costs
Utilities, insurance, hours open, average ticket — typed in directly, or scanned as a bill using the same upload-then-confirm pattern as the lease.
Sees live sales automatically
No action needed — Rhombus's POS already reports sales under its own account ID, and that's what you provisioned with, so every sale shows up on their dashboard automatically.
What to ask Rhombus (Paul's team)
Per Paul (Aug 18 email): Rhombus is the system of record for merchant IDs. Ask them “What is the account ID for merchant <name>?” before provisioning, and use their answer as the merchantId — don't invent one yourself. That's the exact ID their “Convoi Calculator” button already reports sales under, so once you provision with it, the two systems line up automatically. Use the generated message on the You tab (step 1), or ask directly using the contract below.
ShowCalculator contract
Endpoint: https://us-central1-con-voi-website-apps.cloudfunctions.net/ShowCalculator
Params: merchantId, amount0 (sales volume), amount1 (compliance/lease)
Behavior: logs the totals to Firestore, redirects the browser to the merchant's dashboard.