This guide will walk you through the steps to connect your payment provider to Cashflow.io so you can start accepting credit card payments seamlessly.
How to input your API Key into Cashflow.io's virtual terminal- Log into your Cashflow.io account.
- Click on your Company Name in the top right corner and click on Settings.
- Select Credit Card Processing on the settings page.
- Select the Add Gateway button.
- Select your payment processing in the list of available credit card gateways.
- Select the currency.
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- Merchant ID: Enter the Merchant ID you obtained from Converge.
- User ID: Enter the Converge Registered API User ID.
- PIN: Enter the PIN associated with the API User.Enter Your Credentials:
- Merchant MID: Enter the Merchant ID you obtained from Converge (same as above).
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- Optional settings
- AVS (Address Verification System): This setting will require a postal code or ZIP to be entered to complete a payment, enable this for added security.
- Add Processing Fees: If you want to pass transaction fees to customers, enable this option and set an amount. (Learn more)
- Click Submit to confirm and save the integration. We recommend you run a few test transactions or use a test card.
Test the Integration
- Create a Test Transaction:
- In Cashflow.io, attempt a small test transaction or use a test card (if provided by Elavon). See the article for creating manual payments here.
- Verify the Transaction:
- Check your receivables history to confirm the payment was processed successfully. The status of the payment should be marked as paid.
- Troubleshooting:
- If the transaction fails, verify you have the correct Merchant ID, User ID, and PIN.
- Ensure your API User is active and assigned the correct permissions in Converge.
- Verify the log of the transaction in the details of the transaction and review the error code received.