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Processor Setup

Important Notice

After October 29, 2019, SalesPad will no longer be supporting CardControl. Additionally, the application will cease to be a PA-DSS validated solution as of this date, and therefore CardControl customers would no longer be PCI compliant. 

Instead, SalesPad Desktop now offers built-in credit card processing via Nodus PayFabric. If you have questions or want more information on our credit card processing services, please contact your sales rep.


Usage

CardControl is compatible with AuthorizeDotNET, BluePay, eBizCharge, Moneris, PayEezy, PayFlowPro, Three Delta, and Vantiv. In this document, you will learn how to access the processor setup screen and use it to set up each of the processors.

Table of Contents
Accessing Processor Setup

To begin, click the Processor Setup button.

This will bring you to the Processor Setup module.

Creating a Processor

To create a processor, click the New button. A dropdown menu will appear. Select the desired processor from the list.

Each processor has different requirements and setup steps. Refer to the individual processor section below for further instructions. For all processors, the transaction mode can be changed between 'T' (test mode) and 'P' (production mode).

AuthorizeDotNET

To set up an AuthorizeDotNET processor in CardControl, enter the Payment Gateway API Login and the Payment Gateway Transaction Key in the Settings submenu. These are the required settings in order to make the processor work.

Though not required, there are other adjustable settings. The CC Type Mappings field is a semicolon delimited list of card types linked to GP checkbooks. User Name and Password are not necessary to use the processor.

BluePay

To set up a BluePay processor in CardControl, enter the User Name and Password for your BluePay account. These fields are the only requirement to use BluePay in CardControl.

After setting the User Name and Password, you should adjust the CC Type Mappings to match your GP checkbooks.

eBizCharge

eBizCharge will use different Sourcekeys and PINs depending on whether you want it to be in test mode or in production mode. To set up a test processor, enter the Merchant ID, Sandbox Sourcekey, and Sandbox PIN in the appropriate fields under Settings. For a production processor, enter the Merchant ID, Production Sourcekey, and Production PIN. These are the only required fields to use the eBizCharge processor in CardControl.

After setting up the required fields, you should adjust the CC Type Mappings to match your GP checkbooks.

Moneris

To set up a Moneris processor in CardControl, enter your Moneris User Name and Password. These are the only required fields to set up the processor.

After setting the User Name and Password, you should adjust the CC Type Mappings to match your GP checkbooks.

PayEezy

To set up a PayEezy processor, enter the User Name and Password for your PayEezy Account. These are the only required fields to use PayEezy.

After setting the User Name and Password, you should adjust the CC Type Mappings to match your GP checkbooks.

By default, SalesPad will send the UofM data from the sales line to PayEezy. If those conform to the UofM codes outlined in the PayEezy documentation, then nothing further needs to be done. If, however, the UofMs don't comply, use the 'Default UofM Override' setting to enter in a default value.

Commodity code will be sent to PayEezy as "NA", however, if there is a Commodity_Code UDF on the sales line, that value will be sent instead. It is up to the users to populate this value. It can be populated with a default value, or it can be set up on the item master, with values set per Item Type, which can then propagate to the sales line (assuming the UDFs have the same name), or it can be done through a pre-save script, or it can be manually entered.

Be aware of the following setting pertaining to the PayEezy processor:

Default Value When Values are Blank - Default "NA" for any required blank fields. However, the user may specify any other value that they want to pass for blank Level2/Level3 data.

Note: As of version 3.0.18.0, the issue with Level 3 data not being sent to the PayEezy processor properly has been resolved.

PayFlowPro

To set up a PayFlowPro processor, you will need to enter the User Name and Password for your PayFlowPro account, as well as the Admin PayFlowPro PartnerID and the PayFlowPro VendorID (Merchant Login).

After setting up the required fields, you should adjust the CC Type Mappings to match your GP checkbooks.

Three Delta

To set up a Three Delta processor, you will need to enter the User Name and Password for your Three Delta account. You will also need to enter the Client ID, Merchant ID, Location ID, and Terminal ID for your Three Delta account.

After setting up the required fields, you should adjust the CC Type Mappings to match your GP checkbooks.

Vantiv

To set up a Vantiv processor, you will need to enter the User Name and Password for your Vantiv account, as well as your Merchant ID.

After setting up the required fields, you should adjust the CC Type Mappings to match your GP checkbooks.

Security and Settings

Processor Setup – Allows users to see and use the Processor Setup module.

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