ActivateāÆtheāÆNew SystemāÆĀ
Click Edit > Preferences > Customer Payment > Company Preferences. Check the āUse Gateway Payment Profilesā checkbox.āÆāÆĀ
Do not click the Batch Convert button at this point. This will be covered later.āÆĀ
Create a Bambora MerchantāÆAccountāÆĀ
BamboraĀ
- If needed, create a new account by logging into āÆhttps://bambora.comāÆĀ
- You will need the following information from your account.Ā
- Merchant IDĀ
- Payment API Access PasscodeĀ
- ProfileāÆAPIāÆAccess PasscodeĀ
Copy Merchant ID andāÆAdmināÆAPIāÆAccess PasscodeāÆĀ
- In the upper right of theĀ pageĀ you will see your Merchant ID. Make a note of it. You will need it.āÆĀ
- Navigate to: Configuration > Payment Profile Configuration.āÆUnder Security Settings, locate API Access Passcode.āÆIf there is no code, click the Generate New Code button.āÆCopy the API access passcode.āÆĀ
- ObtaināÆPayment ProfileāÆAPI Access PasscodeāÆĀ
- From the upper right ofāÆBamboraāsāÆweb page, clickāÆAdministration > Account Settings > Order Settings.āÆĀ
- Under Payment Gateway >āÆSecurity/Authentication, locate the āAPI Access Passcodeā field.āÆĀ
- If there is no number, clickāÆtheāÆGenerateāÆNew Code button.āÆĀ
- Copy that code.āÆĀ
Create Gateway in Total Office ManagerĀ
- You will need to create a new Gateway.Ā Go to Customer > Electronic Transaction > Electronic Transaction ListāÆĀ
- Click Add NewāÆĀ
- In the Name field, enter aāÆname for your Gateway. Example:āÆBamboraāÆGatewayāÆĀ
- Enter the Merchant ID into Merchant ID field.āÆĀ
- In theāÆUser NameāÆand Passwords fields, enter yourāÆBamboraāÆwebsiteāÆuserāÆnameāÆandāÆpassword.āÆĀ
- Enter theāÆAdmināÆAPI Access Passcode into theāÆProfileāÆPasscode field.āÆĀ
- Enter theāÆPayment ProfileāÆAPI Access Passcode into theāÆAPIāÆAccessāÆPasscode field.āÆTesterāsāÆNote:āÆThe field might be calledāÆPayment PasscodeāÆwhen you test this. We are renaming it to API Access Passcodeā for clarity.āÆĀ
- Click Save. The form will close.āÆĀ
Tip:āÆBamboraāsāÆwebsite can be confusingāÆregardingāÆterminology.āÆBe extra careful when copying and entering the API passcodes. There are two different API passcodes that have the sameāÆfieldāÆname but different locations.āÆĀ
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Add a Payment ProfileĀ
Locate the customer you wish to use and open theĀ Customer:JobĀ form to edit.Ā
Click the Manage Credit Card Profiles button.Ā
Select a Gateway and click the OK button. The New Customer Profile form will open.Ā
Enter a credit card number and other information as needed. We recommend that all fields be filled out including the CVC number. Remember, this number and the rest of the credit card information will not be saved. It will be converted into safe and secure token.Ā
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Processing a Credit Card Using a ProfileĀ
From the Receive Payments form, click the E Pay button.Ā
Ā 448534XXXXXX1891 VisaĀ
Please Note: The Batch Token Conversion ignores expired credit cards.Ā
Related Content
https://www.aptora.com/help/electronic-check-transactions-setup/