If you have an existing CardConnect account or just signed up for one, you can add your account to the system by following the steps below:
Connect Your CardConnect Account
Go to company settings by clicking on the gear icon in the top right corner and selecting Accounting from the menu.
Scroll down to the Payments section
If you have a CardConnect account, click on Connect your CardConnect Account.
If you need to apply for a CardConnect account, click Apply for Card Connect.
You will need the following information to link your CardConnect account:
Merchant ID: This is provided when you sign up for CardConnect.
API Username: This is an API login username. It is provided to you by CardConnect. It is not the same as your website login credentials for Cardpointe. If you have not received your API Username, you can open a support ticket with CardConnect and request your API credentials.
API Password: This is an API password. It is generated by CardConnect. It is not the same as your website login credentials for Cardpointe. If you have not received your API Password, you can open a support ticket with CardConnect and request your API credentials.
Once you have the 3 pieces of credentials, please reach out to ServiceBridge support and provide them with this information and we can connect the accounts.
Note: If you have difficulty linking your account you might need to verify your credentials with CardConnect. Please reach out to them to verify the username and password they provided to you, as well as your Merchant ID, are correct so you can link your accounts.
Click on Save, to save your account details. Then click on Texts Configuration to test that your CardConnect configuration is working properly.
If your CardConnect integration is working properly, you will see the success screen below.
