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 Payment Type Options section and expand it to open
  8. Set Credit Card Enabled field to Yes
  9. Scroll down to Credit Card Processing Options and expand to open
  10. Click the Credit Card Processor field for a dropdown list and select your corresponding provider
  11. Set Credit Card Test Mode = Yes (for testing purposes) or = No (to go live)
  12. For Credit Card Processor Login, hover over the ? to see what information to enter in this field for your provider
  13. Second Key,  hover over the ? to see what information to enter in this field for your provider
  14. Credit Card Processor Third Key,  hover over the ? to see what information to enter in this field for your provider
  15. Credit Card Processor Fourth Key,  hover over the ? to see what information to enter in this field for your provider
  16. 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. Scroll down to Payment Type Options section and expand it to open
  8. Set Credit Card Enabled field to Yes
  9. Scroll down to Credit Card Processing Options and expand to open
  10. Click the Credit Card Processor field for a dropdown list and select your corresponding provider
  11. Set Credit Card Test Mode = Yes (for testing purposes) or = No (to go live)
  12. For Credit Card Processor Login, hover over the ? to see what information to enter in this field for your provider
  13. Second Key,  hover over the ? to see what information to enter in this field for your provider
  14. Credit Card Processor Third Key,  hover over the ? to see what information to enter in this field for your provider
  15. Credit Card Processor Fourth Key,  hover over the ? to see what information to enter in this field for your provider
  16. Click Update Payment 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. Scroll down to Payment Type Options section and expand it to open
  6. Set Credit Card Enabled field to Yes
  7. Scroll down to Credit Card Processing Options and expand to open
  8. Click the Credit Card Processor field for a dropdown list and select your corresponding provider
  9. Set Credit Card Test Mode = Yes (for testing purposes) or = No (to go live)
  10. For Credit Card Processor Login, hover over the ? to see what information to enter in this field for your provider
  11. Second Key,  hover over the ? to see what information to enter in this field for your provider
  12. Credit Card Processor Third Key,  hover over the ? to see what information to enter in this field for your provider
  13. Credit Card Processor Fourth Key,  hover over the ? to see what information to enter in this field for your provider
  14. Click Update Payment 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 Payment Type Options section and expand it to open
  8. Set Credit Card Enabled field to Yes
  9. Scroll down to Credit Card Processing Options and expand to open
  10. Click the Credit Card Processor field for a dropdown list and select your corresponding provider
  11. Set Credit Card Test Mode = Yes (for testing purposes) or = No (to go live)
  12. For Credit Card Processor Login, hover over the ? to see what information to enter in this field for your provider
  13. Second Key,  hover over the ? to see what information to enter in this field for your provider
  14. Credit Card Processor Third Key,  hover over the ? to see what information to enter in this field for your provider
  15. Credit Card Processor Fourth Key,  hover over the ? to see what information to enter in this field for your provider
  16. Click Update Payment Settings
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.
  1. Click Dashboard
  2. Click the Speaker module that you want to add payments for
  3. Click the Settings button
  4. Click Advanced in the horizontal menu
  5. Select Payment Settings
  6. Click the Settings tab

  7. Scroll down in the screen to the Credit Card Processor field, click in the field, and select from the dropdown list your payment gateway provider
  8. Enter the API credentials into the following fields labeled 'Processor Key'
  9. Scroll down and click the Update button to save.


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