Setting up your Moneris Payment Gateway

Transcription

1 Setting up your Moneris Payment Gateway Documentation for setting up TouchBistro TM for: eselect Plus Moneris PinPad (ipp320 / VAR), or Moneris Hosted Pay Page

2 Setting up your Moneris Payment Gateway This document will guide you through setting up a Moneris mobile card swiper, that is those with approved eselect Plus merchant accounts. It will also guide you through setting up a Moneris PinPad (ipp320 / VAR) once you ve received the approval/welcome . Finally, it will guide you through setting up a Moneris hosted Pay Page. Consult the table of contents below to jump to the appropriate section: Contents Setting up your Moneris Payment Gateway... 2 Setting up a Moneris mobile card reader... 3 Activate your eselect Plus merchant account... 3 Review your eselectplus approval/welcome Generate API token for TouchBistro TM payment setup... 4 Configuring TouchBistro TM... 4 Setting up a Moneris PinPad (ipp320 / VAR)... 8 Review your Moneris approval/welcome Before you begin... 9 Setting your PinPad s Configuration Screens Configuring TouchBistro TM Configuring your Moneris eselect Plus Hosted Pay Settings Configuring your account with Moneris Configuring TouchBistro TM P a g e 2

3 Setting up a Moneris mobile card reader Activate your eselect Plus merchant account In order to use a mobile card reader, you will need to activate your eselect Plus merchant account: 1. Visit eselectplus.ca. 2. Choose Activate My Store. 3. Enter your Merchant ID and Store ID listed at the top, and follow the instructions to activate your account. 4. Moneris will send you an approval/welcome . Review your eselectplus approval/welcome Before you setup TouchBistro TM access your Moneris approval/welcome . The ECR (referred to as Terminal ID/ECR in TouchBistro TM ) and Store ID will be required for your TouchBistro TM setup. P a g e 3

4 Generate API token for TouchBistro TM payment setup Next you need to generate an API token 1. Visit eselectplus.ca. 2. Select Log in to access the Merchant Resource Center. 3. Follow the instructions to generate an API token. 4. Record this API token alongside your ECR (referred to as Terminal ID/ECR in TouchBistro TM ) and Store ID for use in TouchBistro TM setup. Configuring TouchBistro TM 1. Open your restaurant on TouchBistro TM. 2. Log in as Admin. 3. Tap Admin in the top right hand corner. P a g e 4

5 4. Tap Orders & Credit Cards on the top tab bar. Tap Edit Payment Gateways. 5. Tap Moneris to enable it as your payment gateway. Ensure there s a blue checkmark in the Moneris cell row. 6. Tap Setup. P a g e 5

6 7. Tap the eselectplus tab. 8. Plug your card reader into the ipad s audio jack and ensure the volume is turned all the way up. 9. Enter the Terminal ID, Store ID, and API token that you obtained from Moneris. 10. Tap Canada or U.S. to indicate which country you re in. 11. Tap Done to exit the Moneris setup screen. P a g e 6

7 12. To verify if setup is correct you can view a batch summary. From the Admin section, tap History & Reports and then Card Swipe Batch Summary. 13. You should get a screen that looks like the one above (which initially will have all $0 results). P a g e 7

8 Setting up a Moneris PinPad (ipp320 / VAR) Review your Moneris approval/welcome Before you set up TouchBistro TM access your Moneris approval/welcome . The Moneris approval/welcome requires a bit of explanation: Do not be alarmed that the mobile card reader items (ESelect Merchant ID, Store ID, ECR Number) are blank. You do not need those items to setup a PinPad. This is for eselect Plus merchant accounts. Each PinPad is identified by both an ECR (referred to as a Terminal ID in TouchBistro TM )and Device Series Number (which matches the serial number on the back of your physical PinPad). Each row represents the ECR and Device Series Number for each PinPad you physically have. In the example above, the first row ( / ) is the ECR and Device Series Number for one PinPad. The second row ( / ) is the ECR and Device Series Number for a second P a g e 8

9 PinPad. If you have three PinPads, you will see three rows of coupled ECR and Device Series Number numbers. The first number before the slash represents your ECR. The second number after the slash represents the Device Series Number. So in the example above, the first PinPad s ECR would be and its Device Series Number would be The Merchant ID and ECR will be required in your TouchBistro TM setup. The Device Series Number will be used for helping identify which physical PinPad you re configuring for in TouchBistro TM. Before you begin Verify you have an Internet connection. Check your Internet Connectivity Status icon on the TouchBistro TM login screen. Verify it s white. If it is yellow or red, you re lacking proper connectivity. Alternatively, to check, open Safari on your ipad, and try visiting a couple websites (e.g., touchbistro.com, cnn.com). If the website appears, you are online. P a g e 9

10 Setting your PinPad s Configuration Screens 1. Ensure your Moneris ipp320 is connected to one of the three Ethernet LAN Ports on the back of the AirPort (as illustrated above). 2. Ensure the power cable for your Moneris terminal is plugged in. 3. If you re not entered into the configuration screen, power cycle the PinPad by pressing down the yellow CORR key and while holding down the CORR key, press the Punctuation key at the same time. 4. When you see the Version Information screen (the screen displays an alphanumeric series like U ), press the red CANC key and then press the green OK key. The. 5. On the Language screen, press F1 for English. P a g e 10

11 6. On the Contactless Reader screen, press F1 to select Enable. 7. On the Mode screen, press F1 to scroll down until PCI is highlighted. Press the green Ok button. 8. On the Ethernet IP Type screen, select Dynamic by pressing F4. P a g e 11

12 9. On the IP Host Setup screen, press F1 to scroll down until Public is highlighted. Press the green OK button. 10. On the second IP Host Setup screen, press F1 until Production is highlighted. Press the green OK button. 11. On the Auto DNS screen, press F1 to select YES. P a g e 12

13 12. On the IP Config Retry Period screen, select the default 10 seconds by pressing the green OK button. 13. On the Host Time Out screen, select the default 20 seconds by pressing the green OK button. 14. On the Beep screen, press F1 to select ON. P a g e 13

14 15. On the Cash Back screen, press F4 to select NO. 16. On the Status Report screen, press F4 to select NO. 17. The PinPad will show the Serial Number screen. Press the green OK button to advance. 18. After a couple of seconds it will say Welcome/Bonjour. 19. Press F2 on the terminal, wait for a beep. 20. Press F3 on the terminal, wait for a beep. P a g e 14

15 21. The screen will now read TERMINAL IP ADDR XX.XX.XX.XX.XX. 22. Please write this down these numbers as they will be needed later on 23. Once plugged in, wait for the terminal screen to read WELCOME/BONJOUR. 24. Press F2 on the terminal, wait for a beep. 25. Press F3 the terminal, wait for a beep. 26. The screen will now read TERMINAL IP ADDR XX.XX.XX.XX 27. Please write down these numbers as they will be needed later on. Configuring TouchBistro TM 1. Open your restaurant on TouchBistro TM. 2. Log in as Admin. 3. Tap Admin in the top right hand corner. P a g e 15

16 4. Tap Orders & Credit Cards on the top tab bar. Tap Edit Payment Gateways. P a g e 16

17 5. Tap on Moneris and ensure that a check mark appears in the cell row. 6. Tap Setup. P a g e 17

18 7. Enter the Moneris Merchant ID from the welcome letter (e.g., ) in the Merchant ID field. 8. Tap Manage Terminals. 9. Tap on the blue plus sign icon in the top left-hand corner of the screen. 10. Give the terminal a unique name (e.g., Bar pinpad terminal). 11. Physically locate the PinPad you want to use (e.g., as your Bar PinPad terminal). Turn the PinPad over and locate the serial number on the back. Ensure this matches with one of the Device Series Numbers in your welcome letter. P a g e 18

19 12. In the TouchBistro TM Terminal ID field enter your first PinPad s ECR (i.e., the numbers before the slash that cross reference with Device Series Numbers found on the back of your PinPad). 13. In the Terminal IP Address field, enter in the IP address that was written down in Get your terminal s IP address - Step 7 (see page 15). 14. Tap Initialize Terminal in the top right of the screen. It should say Initialization successful for payment terminal. 15. Tap Test Connection. It should say Communications successful with payment terminal. 16. Tap Done to return to the Payment Terminals screen. 17. Tap on the blue plus sign icon in the top left-hand corner of the screen to add any additional PinPad terminals. Ensure you get the Terminal IP Address for each additional terminal (see Get your terminal s IP address on page 10). P a g e 19

20 Configuring your Moneris eselect Plus Hosted Pay Settings Moneris offers a hosted pay solution. That is, when a payment needs to be processed, one is directed to a page hosted by Moneris to process the actual payment details. TouchBistro TM supports payments by this method as well. Configuring your account with Moneris Before you set up TouchBistro TM to accept hosted pay page payments, you need to first set up your hosted pay page details on the Moneris site. Locate the welcome Moneris sent to you with your Username, Store ID, and password. Follow the steps below: 1. Visit Moneris.com. 2. Click on Login at the top. 3. Select eselect Plus from the drop-down menu. 4. Log in to eselectplus using your Username, Store ID, and Password from the welcome Click on Admin at the top. 6. Click on Hosted Config at the top. 7. Click on Generate a New Configuration. 8. Note the ps_store_id and hpp_key codes generated. You will need these for your TouchBistro TM configuration. P a g e 20

21 9. Enter the following information under Basic Configuration: Description: TouchBistro Transaction Type: select either Purchase or Preauthorization Payment Methods: ensure Credit Cards is enabled Response Method: select Sent to your server as a POST Approved URL: Declined URL: Under Response/Receipt Data click on the Configure Response Fields button. P a g e 21

22 11. Check Return the txn_number. 12. Select Save Response Settings at the bottom. 13. You can now configure your TouchBistro application. Configuring TouchBistro TM 1. Open your restaurant on TouchBistro TM. 2. Log in as Admin. 3. Tap Admin in the top right hand corner. P a g e 22

23 4. Tap Orders & Credit Cards on the top tab bar. Tap Edit Payment Gateways. P a g e 23

24 5. Tap on Moneris and ensure that a check mark appears in the cell row. 6. Tap Setup. P a g e 24

25 7. Enter the PS Store ID and HPP Key you generated on the Moneris site. 8. Tap Done. P a g e 25