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Setting up a Credit Card Processor – CardConnect or Basys

This article explains how to set up a credit card processor that will allow users to make online payments using a credit card or ACH account. The credit card processor that is set up in the Advantage Route Platform (ARP) will be used across the whole suite – ARP, Advantage Route Mobile (ARM), and Portal.

The two card processors that are currently supported are CardConnect and Basys. Only one processor can be set up for a tenant. Once a processor is set, the user will not be able to change it – any future changes will have to be done by ARI support.

CardConnect
  1. To begin, have your CardConnect credentials at hand.
  2. Go to Configure > Banking
  3. Select “CardConnect” from the credit card processor dropdown menu.
  4. In the credentials field that appears, enter the username, password, Merchant ID, and Site that was provided by CardConnect
  5. Check the ‘Allow credit card processing’ and ‘Allow ACH processing’ options and then save the changes.
  6. As a test to confirm that the setup was done correctly, go to a customer account, an attempt to store a new credit card and ACH account.
    1. Customer Details> Payment Management > ‘Add Payment Method’
  7. If the payment method is stored correctly and no error message appears, the processor has been successfully set up.

BASYS

  1. To begin, have your Basys API credentials at hand.
  2. Go to Configure > Banking
  3. Select “Basys” from the credit card processor dropdown menu.
  4. In the credentials field that appears, enter the Public and Private API keys that were provided by Basys.
  5. Check the ‘Allow credit card processing’ and ‘Allow ACH processing’ options and then save the changes.
  6. As a test to confirm that the setup was done correctly, go to a customer account, an attempt to store a new credit card and ACH account.
    1. Customer Details> Payment Management > ‘Add Payment Method’
  7. If the payment method is stored correctly and no error message appears, the processor has been successfully set up.