This article will guide you on how to integrate the Canadian payment processor PayFacto with your APOS terminal. This can be done with either the Optima GoPOS software on your APOS terminal or the PCProg back-office software.
Parameters and Requirements
Before we begin, you will need the five of the following from PayFacto:
- PayFacto provided URL
- Company Number
- Terminal Number
- Merchant Number
- API Key
This should be provided to either your client directly from PayFacto or when you received the payment terminal directly from PayFacto. If you or your client does not have all the required information needed for integration, please contact PayFacto for assistance.
Next, you will need to ensure the APOS terminal is communicating to the network. To setup networking with either Wi-Fi or Ethernet, you will need to go to the Android Settings of the APOS.
For further assistance, contact Optima Support a 1-888-475-2767, or email Optima Support at possupport@optimagopos.ca .
Setup with PCProg
If you are using PCProg for programming, here are the following steps.
- In the main PCProg window, select Hardware.
- Next, click on Insert at the bottom left-hand corner of the window to add new hardware.
- In the Caption field, name the payment terminal. For Hardware Type, select Payment Terminal. For Connection Type, leave it as Internal as the communication setup between the APOS and PayFacto payment terminal are through PayFacto's cloud servers. For Model, select PayFacto.
- Enter the URL, API Key, Company Number, Merchant Number, and Terminal Number in the required fields. Once they are entered, Save and Close the window.
- Next, go to Tenders Maintenance and then add new tender or highlight an existing tender. For example, highlight Debit tender. Under EFT, select PayFacto, and then save.
- Next, highlight a Credit tender and under EFT, select PayFacto. Once selected, click save, then close the window. Additionally as a recommended option, you can turn on Overtender Not Allowed for additional security.
- Next, Send the programming changes to the APOS. Perform a test transaction and you should see there is communication between the APOS terminal and PayFacto payment terminal.
Setup with GoPOS
If you are using GoPOS for programming, perform the following steps:
- From Register Mode, tap on the Home Icon. Then go to Menu > Settings > Hardware.
- Next, select Add New Hardware.
- Once Add New Hardware is selected, a window will pop up listing different hardware to add. Tap on Payment Terminal, then press continue.
- Next, in the Name field, enter the name of the Payment Terminal. Then under Model, select PayFacto. Under Connection, select Internal. In each of their respective fields, enter the Company Number, Merchant Number, Terminal Number, PayFacto URL, and PayFacto API Key.
- Once entered, Save the configuration, then tap Back, then Back again.
- Next, while at the Home Screen, select Tenders from the Main Menu. Then, select either Add New Tender or tap and hold an existing card tender.
- For either Debit or Credit tenders, you will need to tie in the card tenders with the payment terminal. This can be done under EFT where there is a drop down menu. From the menu, select the PayFacto payment terminal. Once selected, tap Save.
- For Credit tenders, you can turn on Overtender Not Allowed for additional security.
- Once programming has been made, Save, then tap Back, then Back again to the Home Screen. To test the payment terminal, tap on Register in the Home Screen to go to Register mode and perform a test transaction with a card tender.
If you need additional assistance relating to Optima APOS hardware, Optima GoPOS software, or Optima PCProg software, please contact Optima Support.
Toll-Free: 1-888-475-2767
Email: possupport@optimagopos.ca