Processing with CardConnect

Overview

We have recently introduced full integration with CardConnect. Customers now have the ability to process credit card payments directly through a CardConnect account in Party Center Software.
There are two supported account types, and you may sign up for one or both. Most will want both.

Please visit this page to sign up with CardConnect.

CardConnect EMV

A CardConnect EMV account is used to process payments through a chip reader, and a chip reader is required to use this type of account. You will typically want to order one chip reader for each POS Station.

Note: Chip readers must be ordered directly from CardConnect.

The following model has been tested and is supported for use with Party Center Software:

  • Ingenico iPP320

A CardConnect EMV account can only be used to process transactions from the Management side of Party Center Software. It can be used to process payments in both Event Orders and Point of Sale Orders.

CardConnect Hosted

A CardConnect Hosted account can be used to process MOTO (Mail Order/Telephone Order) transactions from the management side, as well as Ecommerce transactions from the consumer side. The same CardConnect Hosted account can be used for both at the same time.

Processing through a CardConnect Hosted account requires the credit card information be manually typed into the payment screen.

 

Setting Up Your Accounts

Setting up your payment processing in Party Center Software is usually handled by our support staff. If you have signed up for CardConnect, received your chip reader(s), and would like us to assist with setting up your account, please contact support by calling (916) 226-4062 or sending an email to support@partycentersoftware.com.

When you sign up with CardConnect, you will be given an Merchant ID for each account. You will also be sent a secure email with your API credentials (sometimes referred to as production credentials).

You will need all of this information to set up a Hosted account. In addition to this, you will also need at least one chip reader ordered directly from CardConnect to set up an EMV account.

CardConnect EMV Setup

If you have received your chip reader(s) and would like to set up your CardConnect EMV payment module yourself, please follow these steps:

  1. Plug your chip reader in to an internet connection and power on the device. When the chip reader has established a network connection, it will display the word Bolted on screen. The device cannot be used until it is online. The device will display the word Unbolted if it is not online. The screen should also display a series of characters. This is the device's Terminal ID, and will need to be referenced later.

  2. Log in to Party Center Software and go to the Admin page. From here, click on Payment Acceptance.

  3. Click on New Payment Acceptance and select CardConnect EMV (Retail) You should arrive at the following page:

    • Description: You may name this payment module whatever you like. We suggest you title this module CardConnect EMV.
    • Merchant ID: This number is provided by CardConnect. You should have a unique Merchant ID for each processing account.
    • Terminal ID: Each chip reader you purchase has it's own Terminal ID. The Terminal ID will display on the chip reader when it is powered on. Any transaction processed through a web browser will be sent to the device you specify in this field, and it will become the default chip reader for this account.

      Note: the Search button cannot be used until the account info has been saved.
    • Username and Password: These are provided by CardConnect, and can be located in the email containing your API Credentials. You will have a different set of credentials for each Merchant ID. Be sure to enter the credentials associated with your EMV account or transactions will not process.
    • Mute Card Alerts: When processing an EMV transaction, your chip reader will make a loud beeping noise by default when it instructs the customer to insert and remove a credit card. You can mute this noise if you wish to do so.
  4. When you have finished, click on Save Changes and then click on Credit on the left side of the screen:


  5. Set Use Payment Method to Yes to see the following screen:


    • Non Point Of Sale: Check these boxes to use this payment module to process transactions in the Payments tab of your Event Orders.
    • Point Of Sale: Check these boxes to use this payment module to process transactions in the Point Of Sale.
    • Payment Types Accepted: Choose which credit cards you wish to accept in your CardConnect EMV payment module.

  6. Click Save Changes. If you do not use our Point Of Sale Terminal software and are only processing with one chip reader, you are now finished setting up your EMV account. If you plan to use one or more chip readers with our Point Of Sale Terminal software, continue through steps 7 though 10.

  7. Click on Admin and then click on POS Stations. You should see the name of each of your computers using our Point Of Sale Terminal software. Click on the Edit button next to the POS Station you wish to pair with your EMV device:
  8. Click on the Payment Modules dropdown and choose your CardConnect EMV account:
  9. A screen will appear displaying a list of your chip reader's Terminal ID numbers. Choose the ID number of the chip reader you wish to use with this POS Station.

    Note: You may point more than one POS Station to the same chip reader, but it is recommended that you purchase one chip reader per POS Station.

  10. When you are done, click Save Changes. You have now paired a POS station with your chip reader. Repeat steps 7 through 9 to pair another POS station with another chip reader.

CardConnect Hosted Setup

Your CardConnect Hosted account can be used to process both Ecommerce transactions from the consumer side and MOTO transactions from the management side.

Note: MOTO and Ecommerce payment modules must be set up individually in Payment Acceptance. You will plug in the same CardConnect Hosted account information for both Payment Modules, as they both go through the same account.

Follow these steps to set up your Hosted Account:

  1. Log in to Party Center Software and go to the Admin page. From here, click on Payment Acceptance.

  2. To setup your account for MOTO payments, click on New Payment Acceptance and select CardConnect Hosted (Retail). You should arrive at the following page:

    • Description: You may name this payment module whatever you like. We suggest you title this module CardConnect MOTO.
    • Merchant ID: This number is provided by CardConnect. You should have a unique Merchant ID for each processing account. Remember, MOTO and Ecommerce go through the same account, so the Merchant ID will be the same for each module.
    • Username and Password: These are provided by CardConnect, and can be located in the email containing your API Credentials. You will have a different set of credentials for each Merchant ID. Be sure to enter the credentials associated with your Hosted (sometimes listed as Online) account or transactions will not process.
  3. When you have finished, click on Save Changes and then click on Credit on the left side of the screen:
  4. Set Use Payment Method to Yes to see the following screen:

    • Non Point Of Sale: Check these boxes to use this payment module to process transactions in the Payments tab of your Event Orders.
    • Point Of Sale: Check these boxes to use this payment module to process transactions in the Point Of Sale.
    • Payment Types Accepted: Choose which credit cards you wish to accept in your CardConnect MOTO payment module.
  5. Click on Save Changes. You have now configured your CardConnect Hosted account and will be able to use this account to process MOTO payments. Please follow steps 6 though 8 if you would like to also use this account to process Ecommerce transactions.
  6. Repeat steps 1 through 3, selecting CardConnect Hosted (Ecommerce) instead of CardConnect Hosted (Retail).
  7. When you set Use Payment Method to Yes, you will see the following screen:
    • Non Point Of Sale: Check this box to allow a user on the Management side to void payments made through this module from the Payments tab of an Event Order.
    • Online Booking: Check this box to allow a customer to pay the deposit for their order online through this payment module.
    • Online Store: Check this box to allow a customer to pay for their Online Store purchase through this payment module. This is only applicable if you use our Online Store. 
    • Payment Types Accepted: Choose which credit cards you wish to accept in your CardConnect Ecommerce payment module.

  8. Click on Save Changes. You have now configured your CardConnect Hosted account and customers will be able to use this account to process Ecommerce payments.

 

Testing Your Accounts

We highly recommend testing your accounts after setting them up. If you opt to have our support staff setup your account, you will be contacted to run a test once the setup is complete.

Note: A working credit card will be required to perform a test.

It is also recommended that you process both a payment and refund in each payment module to verify that everything is working correctly.

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