Linking Payment Gateway to X-CD

Linking Payment Gateway to X-CD


You will need to contact your Financial Service provider to obtain your API credentials. The API credentials will consist of an API username, API password and API signature.
NOTE: the API credentials are different than your financial service / gateway provider account login

To setup global payment settings to use the same account information across modules.

  1. Click Dashboard
  2. Click Other Tools
  3. Click Credit Card Processor
  4. Complete the screen information for your Payment Gateway
  5. Click Update button
  6. When you add a new module such as registration, the payment settings will transfer to the new module after creation.

If you have multiple payment processor accounts, then configure each module separately as per the below individual articles.


If a module already exists, and you want to use the same payment gateway as a former module:

  1. Open the payment settings screen in a browser screen for the new module
  2. Open a private / incognito browser screen to view the payment settings screen for the former module
  3. Copy and paste the payment setting field values from the former to the new module
  4. Also set the other payment setting fields to be the same as the former module for fields such as admin email, check, wire transfer, purchase order, CCV, etc.
  5. Click Update Payment Settings for new module to save
  6. Close the private / incognito browser screen

  1. Once you have the API credentials
  2. Click Dashboard
  3. Click  Attendee Module
  4. Click Settings button
  5. Click Setting in the horizontal menu
  6. Select Payment Settings
  7. Scroll down to Credit Card Enabled field and select Yes
    NOTE: setting up for the first time, set Credit Card Test Mode to Yes, for testing purposes
  8. Scroll down to Credit Card Processing field and enter the following such that:
    Credit Card Processor Login = API username
    Second Key = API password
    Credit Card Processor Third Key = API signature
    If applicable, enter value for, Credit Card Processor Fourth Key
    Note: Hover over the ? for each key to locate what to enter for your payment processor.
  9. Click Update Payment Settings


Once you have the API credentials - use ONE of the following - where you update will depend if you are using the E-Commerce module to collect dues or not.

How to figure out if you are using the E-Commerce module for collecting member dues?

1. On the Admin Dashboard, do you see the E-COMMERCE tab?

  • If no, then you are NOT using the E-Commerce module
  • If yes, click the E-Commerce tab
    • Click Manage Existing Stores, Do you see in the grid a corresponding Membership Store name?
    • If yes, then you are using the E-Commerce module to collect member dues
    • If no, then you are NOT using the E-Commerce module for collecting member dues

IF USING THE E-COMMERCE MODULE TO COLLECT MEMBER DUES:

  1. Click E-Commerce tab
  2. Click Manage Existing Stores icon
  3. Click on the name of your Store
  4. Click Settings button
  5. Click Settings in horizontal menu
  6. Scroll down to Payment Settings
  7. For Credit Card Enabled field and select Yes
    NOTE: setting up for the first time, set Credit Card Test Mode to Yes, for testing purposes
  8. Scroll down to Credit Card Processing field and enter the following such that:
    Credit Card Processor =Select from dropdown list the corresponding service provider
    Credit Card Processor Key 1 = API username
    Credit Card Processor Key 2 = API password/secret key
    Credit Card Processor Key 3 = API signature
    If applicable, enter value for, Credit Card Processor Fourth Key
    Note: Hover over the ? for each key to locate what to enter for your payment processor.
  9. Click Update Settings

IF NOT USING E-COMMERCE MODULE TO COLLECT DUES:

  1. Click Dashboard
  2. Click Dues Management in left side menu
  3. Click Setting in the horizontal menu
  4. Scroll down to Payment Settings
  5. For Credit Card Enabled field and select Yes
    NOTE: setting up for the first time, set Credit Card Test Mode to Yes, for testing purposes
  6. Scroll down to Credit Card Processing field and enter the following such that:
    Credit Card Processor =Select from dropdown list the corresponding service provider
    Credit Card Processor Key 1
     = API username
    Credit Card Processor Key 2 = API password/secret key
    Credit Card Processor Key 3 = API signature
    If applicable, enter value for, Credit Card Processor Fourth Key
    Note: Hover over the ? for each key for more information or help
  7. Click Update Settings

  1. Once you have the API credentials
  2. Click Dashboard
  3. Click Exhibitor Module
  4. Click Settings button
  5. Click Setting in the horizontal menu
  6. Select Payment Settings
  7. Scroll down to Credit Card Enabled field and select Yes
    NOTE: setting up for the first time, set Credit Card Test Mode to Yes, for testing purposes
  8. Scroll down to Credit Card Processing field and enter the following such that:
    Credit Card Processor Login = API username
    Second Key = API password
    Credit Card Processor Third Key = API signature
    If applicable, enter value for, Credit Card Processor Fourth Key
    Note: Hover over the ? for each key for more information or help
  9. Click Update Payment Settings

Example of How to Enter PayPal API Credentials

Hint: If you are using a different payment processor, hover over the   symbol to find the information required specific to your payment processor.
If your payment account is not listed in the list of available Credit Card Processors, contact X-CD at sales@x-cd.com as this means we are not currently integrated with that type of payment gateway and it will require development for a nominal fee.




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