Merchant Account Integrations

We have 2 Merchant account integrations. CSI Pay and Braintree. Steps on how to apply these once a client has went through the application process is below. 

Braintree Integrations Steps:

Braintreepayments.com

Sign up for an account, send sign-in info to Support

Get Login and login under production

If there is no API key, generate new API key

• Under Account tab, Go to “My User”
• Scroll to “API Keys, Tokenization Keys, Encryption Keys”
• Click “View Authorization”
• “Generate New API Key”

Click View Under Private Key

Copy Private Key into Private Key/Password Field in CRM

Copy and Paste Public Key into Public Key/Username Field in CRM

Copy Merchant ID into Merchant/Server Name Field in CRM

Go to Settings and choose Processing

• Scroll down and Copy Merchant Account ID into Merchant Account field in CRM (w/ “instant” don’t include (default) 

Update in CRM

Custom Fields

On that same page in Braintree, scroll up to Custom Fields

• Click New and add “eventid” in API Name and Display Name field then select Store and Pass Back, Click Save

Repeat last step for organizationid, prospectid, requestid, offerid, classdatetime

CSI Pay

For this, you will need to email [e-mail]  and ask for any details you will need for their integration. You will receive an email back like this:

Please add the credit card processed service for the below account. 
Business Name – PRO Martial Arts Toronto Beaches
CSIPay Contact Person – Don Holmes
CSIPay Username - 2394000
CSIPay Password - PromEs00531^
CSIPay Merchant Account Code -  2394001
Set up for credit card processed - Yes
Set up for ACH [bank draft] - Yes
Set up for AMEX – No

Key in the information in the CRM as below: