Fiserv US (formerly Clover Connect) is a merchant services provider that CoreBridge partners with, allowing you to process credit card transactions directly through the CoreBridge interface. Integration with Fiserv US will also allow your customers to pay directly through their customer portal.
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Benefits of Integrating with Fiserv US
By integrating with Fiserv US, 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.
Fiserv US is very competitive on pricing and will match the rate of your existing merchant provider (if it is lower than Fiserv US's published rate).
You can securely store customer credit card information in the system while maintaining PCI-DSS compliance. For more details, please contact Fiserv US.
Your customers can make payments directly through their CoreBridge Customer Portal.
Signup and Activation
Fiserv US is automatically integrated with your CoreBridge system and can be selected as your desired integrated payment processor at any time by navigating to Settings / Accounting / Payment Methods.
1. Select Fiserv US underneath the Processor Dropdown.
Note: If you are an Australian Center, please select Fiserv AUS from the dropdown.
We recommend that you reach out to start the enrollment process with Fiserv US 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 US 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 US / CoreBridge immediately.
If you have multiple locations in CoreBridge, you can request that Fiserv US 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 US.
Note: Changes made in the Fiserv US Portal (CardPointe Portal) are NOT synced to CoreBridge. All transactions should originate in CoreBridge. Do NOT enter payments, process refunds, or edit transactions through the Fiserv US Portal. If you do process a transaction through the Fiserv US Portal (CardPointe Portal) without specific instructions from CoreBridge Support, you may be billed for any data corrections necessary inside CoreBridge.
Support
If you receive an error while processing a payment or refund in CoreBridge, please contact [email protected].
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 such as “Do Not Honor” or otherwise.
For all other questions regarding Fiserv US (such as billing or account questions), please contact your Fiserv US sales representative. You may also contact Fiserv US via phone at 877-828-0720 or visit their website: Fiserv US Support.