Fiserv is a merchant services provider that CoreBridge partners with allowing you to process credit card transactions directly through the CoreBridge interface. Integration with Fiserv will also allow your customers to pay directly through their customer portal. Once your CoreBridge system is integrated with Fiserv, we recommend you process all credit card transactions through CoreBridge as a credit card (online) and discontinue using your previous processor.
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Benefits of Integrating with Fiserv
- By integrating with Fiserv you will avoid duplicate data entry between your credit card machine and CoreBridge, speeding up workflow.
- Because CoreBridge is cloud-based, you can accept credit card payments anywhere that you have access to the internet.
- You can securely store customer credit card information in the system while maintaining PCI-DSS compliance. For more details, please contact Fiserv.
- Your customers can make payments directly through their CoreBridge Customer Portal.
Signup and Activation
You can initiate the Fiserv integration process within your CoreBridge system by navigating to
Settings > Accounting > Payment Methods
1. Select Fiserv underneath the Processor Dropdown.
We recommend that you reach out to start the enrollment process with Fiserv about two weeks prior to needing to process credit card payments. This is generally two weeks before you Go Live with CoreBridge. This ensures that you allow adequate time for completing the paperwork and obtaining any additional documentation that may be needed by the banks, government, etc.
To sign up, please follow the link below and complete the form.
Once the signup process is complete, Fiserv will notify our staff and we will finalize the integration. We will notify you via email when the integration is complete. Once integrated, you can start processing credit card payments through Fiserv / CoreBridge immediately.
If you have multiple locations in CoreBridge, you can request Fiserv provide you with separate integration information for each location. This would allow you to control deposits by location.
The use of external terminals or credit card machines is not required for the integration. Payments can be entered directly into your CoreBridge system. If you are interested in having a separate external terminal, please reach out to Fiserv.
Support
If you receive an error while processing a payment or refund in CoreBridge, please email supportdesk@corebridge.net.
Note: Any error codes you receive can likely be researched with a quick Google search. The error codes we use are industry standard and may indicate things like “Do Not Honor” or otherwise.
For all other questions regarding Fiserv (such as billing or account questions), please reach out to your Fiserv sales representative. You may also contact Fiserv via phone at (888) 263-1938 or visit their website: https://merchants.fiserv.com/en-ca/contact/support/