How to Apply for a CardConnect Account

Steps to apply for CardConnect

Derek Deng avatar
Written by Derek Deng
Updated over a week ago

When you're ready to start taking credit card payments you can sign up for ServiceBridge Payments powered by CardConnect. The entire process can be completed online and can be done in as few as 2 business days.

Apply Online

Click on Settings > Accounting.

Locate and expand the "Accounting" section and click on "Apply for CardConnect".

This will open a new CardConnect application page. Review the features and pricing information, then complete the 'Apply Now' section at the bottom. Once you submit the application, a contact from CardConnect will be in touch with you within 1-2 business days. You can also contact them directly by reaching out to Ed Satala at

Supporting Documents

Depending on your payment volume, average ticket size, and accepted payment methods, you may be required to provide some additional documentation. This may include recent bank processing statements or references to your website or other marketing materials. The documentation you need depends on the conditions of your business and is outlined below.

Underwriting and Boarding

Once your account is approved, you will receive an an email from CardConnect with an embedded encrypted attachment. You will need to open the attached email. 

Add Credentials to ServiceBridge

Once you open the email attachment, you will see your merchant ID in the subject, your username, and your password. Save this information, you will need this later to activate your CardConnect integration in ServiceBridge.


Click on Settings > Company.

Locate and expand the "Accounting" section and click on "Connect your CardConnect account". 

Enter your Merchant ID, Username, and Password from the encrypted email attachment you opened earlier and click "Save".

Congratulations! You now have successfully integrated ServiceBridge with CardConnect. 

PCI Compliance

PCI compliance is required to process payments through ServiceBridge. Once you start taking payments, you will have 90 days to complete your PCI Compliance questionnaire. It is a short survey provided by CardConnect and hosted by Trustwave to verify you are following best practice when it comes to handling credit card payments. You can learn more about PCI Compliance on CardConnect's website.

Migrating Credit Cards on File

If you have a lot of customer cards on file that you would like to migrate over to CardConnect to ensure you get the best rates and save money, you can follow the steps to Migrate Credit Card Tokens. It is recommended you do this only if you have more than 100 credit cards on file that need to be migrated as the process may take some time to complete.


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