Obtaining and entering credentials is one of the first steps to allowing customers to use integrated payments within their systems.
To find the credentials navigate to the Tickets menu. Select the ticket with needed credentials.
Obtaining Credentials
The Support Team Lead will always obtain the credentials first, and place them in the Companies Notes.
Credentials can be found two different ways:
Locate the Credentials Through a Ticket
1. Select the desired ticket.
2. Select the company from within the Contact Details section.
3. Navigate to Notes. If we have received the companies credentials, they will be entered here.
Locate the Credentials by Searching a Company
1. Navigate the Company module.
2. Use the search bar to find and select the company.
3. Navigate to Notes. If we have received the companies credentials, they will be entered here.
Entering Credentials
To enter the credentials, open the customer's system and navigate to Settings > Accounting > Payment Methods.
1. Toggle the switch under Integrated Payments to Enabled.
2. Enter the information. Use copy and paste to avoid making any errors.
3. Select Test Account.
Note: If done correctly, the system will give you a notification of a successful test.
4. Toggle the switch under Integrated Payments to Disabled. This should not be enabled again until the customer is ready to Go-Live.
5. If it is a Clover Connect customer, send the V3 Clover Connect credentials entered and integration disabled canned response to the customer. For more information about canned responses, visit Creating and Using Canned Responses.