Setting up CardPointe Hosted Payment Gateway in NetForum

Overview

NetForum now supports using the CardPointe Hosted Payment Gateway to pay when purchasing products in NetForum.

This functionality will keep your customer's ACH and Credit Card information secure within CardPointe while making payments. Although NetForum will not store any of the customer's payment information, you will still have all the normal functionality within the system. For example, refunding the payment directly to the customer, and so on.

During the order process, the customer will be directed to a CardPointe Hosted Payment Gateway window outside of NetForum to enter the payment information. A Reference Number is the only record returned to NetForum which is used to reconcile accounts.

Usage

This feature is available on Service Package 30 and later. To enable this feature, make the following setting updates in the NetForum.

Adding a Merchant Account

To add Merchant Account information in the Merchant Account child form, complete the following steps.

1. Go to Accounting module> Overview > Accounting Setup.
2. On the Accounting Setup page, go to Payment Gateways child form and click the Go To icon on the newly added ‘CardPointe’ payment gateway line item.
3.  From the Payment Gateway Profile page, click the Add button on the left of the Merchant Accounts.The Add Merchant Account form will display.
4. Add a desired name to the merchant account in the merchant account name field. Select the check boxes as appropriate, then click the Save button.
   1. Clicking the merchant account is frozen? check box will freeze the merchant account. Freezing a merchant account means the merchant account is no longer available to process new transactions but is still able to process existing transactions that use this merchant account.
   2. Click the supports processing of level 2 transaction data? check box to enable processing of level 2 transaction data. If this check box is checked, the 'supports processing of level 3 transaction data' check box appears.
   3. Click the supports processing of level 3 transaction data? check box to enable processing of level 3 transaction data. Level 3 transaction data processing can only be enabled if level 2 processing is also enabled.

To add CardPointe as a Payment Method in your Business Unit, complete the following steps:

1. On the Business Unit Profile page, click the Payment method tab.
2. On the Payment methods child form, click the Add button. The Add Payment Method form will display.
3. Enter the name of the Payment Method. This is what will appear in the drop-down when users select a payment method.
4. Select ACH from the Payment Type drop-down list (these list items are hard coded).
5. Select a business unit from the Business Unit drop-down list and Cash Account as appropriate.
6. Select the Available Internally, Available Externally, and/or Available On Centralized Shopping Cart check boxes as appropriate (optional).
7. Select CardPointe-Hosted from the Gateway / Merchant Account drop-down list.
8. Enter a Batch Suffix (optional).
9. Click Save.
10. Repeat the steps to add information for Credit Card payment method.

Adding the CardPointe Merchant Account Settings

To enter the merchant account settings for CardPointe, complete the following steps:

Note: These steps must be completed for each merchant account associated to the CardPointe payment gateway.

1. Go to a Merchant Account Profile for the CardPointe payment gateway.
2. Complete the steps outlined in the Adding Merchant Account Settings article. You must repeat these steps for each code that is to be entered for CardPointe (see complete list of the Codes that must be added to complete the setup).                                                                       
3. Enter each code listed below. You must add every code listed below for the CardPointe payment gateway to function properly. A short description of the code and an example value for each code is provided below:

Code	Description	Example Value
ACHTokenizerUrl	The URL of the secured hosted payment form available on CardPointe server that will be used for ACH payment processing.	https://<CardPointeSite>.cardconnect.com/itoke/ajax-tokenizer.html?fullmobilekeyboard=true&tokenizewheninactive=true&inactivityto=2000&css=%2Eerror%7Bcolor%3A%20red%3b%7D  where <CardPointeSite> is the name provided to you by CardConnect.
BankAccountVaultPath	The BankAccountVaultPath is a CardPointe Web Service URL that the NetFourm application uses to connect and send requests to the CardPointe secure service.	https:// <CardPointeSite>.cardconnect.com/cardsecure/api/v1 where <CardPointeSite> is the name provided to you by CardConnect.
CCTokenizerUrl	The URL of the secured hosted payment form available on CardPointe server that will be used for Credit Card payment processing.	https:// <CardPointeSite>.cardconnect.com/itoke/ajax-tokenizer.html?useexpiry=true&usecvv=true&css=%2Eerror%7Bcolor%3A%20red%3b%7D  where <CardPointeSite> is the name provided to you by CardConnect.
MerchantId	The Merchant Id is an account ID provided by CardPointe for your Merchant Account.	Sample: 800000000001
Password	Password for your Merchant Id provided by CardPointe.	Sample: MXp1uiXXXvq8XX9gXXxb/XX+Y11cmXXX11XXX4zuLbo=
PaymentProvider	Name of the Payment Processing Platform used. Payment Gateway hosted by CardPointe to complete transactions.	CardPointe
ServiceURL	The Service URL is the base URL of CardPointe Gateway RESTful web services. NetForum application communicates with the CardPointe Gateway RESTful web service using this URL.	https:// <CardPointeSite>.cardconnect.com.cardconnect.com/cardconnect/rest where <CardPointeSite> is the name provided to you by CardConnect.
Username	Username provided by your organization.	Sample: CardPointe AMS

Note: Please take note of the capitalization of each code and value. The values provided in the Example Value column and in the following screenshot are for reference only, please enter the values provided by CardPointe.

See Also:

• Processing payment with CardPointe Hosted Payment Gateway