Add/Edit Merchant Accounts
This is the add/edit page for merchant account settings. The page is setup into a two step process. Step 1 is a quick password and corporation check. Because of the security issues with merchant accounts (source keys/usernames and pin/password codes), the page is setup to required a password for both adds and edits. Step 2 is the actual add/edit form.

Password Helper: Is it Ok to use this page? Answer the question: Yes, it's ________. (3 words, no spaces, use dashes "-" between words)

Here are the form fields that are used on the add/edit page (step 2):

1. Account Setting Id - This is the key id for the settings. This is controlled behind the scenes. In add mode it will say "new" and in edit mode it will have a numeric value.

2. Corporation - Required. This is chosen in step 1 of the process and is uneditable.

3. Bank - Required. Choose from the list provided. Each account must be assigned to a bank.

4. Location - Required. Choose a location from the list provided. This may be set to "All" for general use. This becomes important if a corporation has more than one account or more than one source codes.

5. Merchant Type - Required. Choose from the list provided. This is what type of account do they have and with whom is it setup. This is the gateway.

6. Account Name - Required. This is what the corporation wants to call the source or account. This is the general or generic name. Max of 100 chars and a min of 2 chars.

7. Source Key/Username/Trans Key/Merchant Id - Required. This is assigned source key or username or transaction key that is provided by the merchant account. Usually, this is quite long and contains a number of upper and lower case values. This value will be encoded before being stored in the database for security reasons. Max of 100 chars and a min of 4 chars. USAePay uses a Source Key, Merchant One and MAXX Merchants uses a Username, Authorize.net uses a Transaction Key, CHARGE Anywhere uses a Merchant Id (64 chars long), Mile High Merchants use an Account Number, PayPal uses a Client Id, BridgePay uses the username used to sign into PayGuardian (not the merchant username), and Converge/Converge Connect use Merchant Id.

8. Pin Code/Password/Login Id/Identification - Required. This is similar to the source key and will be provided from the actual merchant account. This is a value that the client gets to choose on the merchant side. This is somewhat like a second password for the account. It will also be encoded before being entered into the database. Max of 100 chars and min of 4 chars. USAePay uses a Pin Code, Merchant One and MAXX Merchants uses a Password, Authorize.Net uses a Login Id, CHARGE Anywhere uses an Identification, Mile High Merchants uses a Dynamic IP Code, PayPal uses a Secret Id, BridgePay uses the password associated with the PayGuardian login, and Converge and Converge Connect use a ssl pin.

9. Market Type - Required. Choose a market type from the list provided. This is actually only required for the Authorize.Net account. The value of "Retail" should be selected if you are planning on using a card reader or swiper.

10. Device Type - Optional. Choose a device type from the list provided. Authorize.Net requires this to be passed if using a market type of Retail (scanned or swiped cards). This value is optional for all other accounts. This is ignored for Converge/Converge Connect.

11. Extra Setting 1 - Optional. This is where you can record basic info that will be passed to the merchant processing gateway with every transaction. Max of 100 chars and may be left blank if needed. For Converge this is where you would enter the ssl user id. For Converge/Converge Connect this is where you enter the username for the account to be used.

12. Extra Setting 2 - Optional. Max of 100 chars. This field is where the terminal id number is stored for CHARGE Anywhere accounts. This is a 4 digit numeric value. For Converge Connect this is where you would specify if you are using a live (PROD) account or a testing (DEMO) account.

13. Extra Setting 3 - Optional. Max of 100 chars. Currently not in use.

14. Account Status - Required. Choose an option from the list provided. Active means use and inactive means don't use.

If the page is in edit mode, there will also be a link at the bottom to run a test ping on the merchant gateway. This link will take the stored info already in the database and will try the connection. If you are still in the process of making a change, submit the form and then try it.