To get started with Syncard, you need to prepare your NetSuite instance by enabling the necessary features and installing the required bundles. Follow these steps to ensure a smooth setup and integration process, making sure that your system is ready to process credit card payments securely and efficiently.
Setup > Company > Enable Features > Transactions.Customizations > SuiteBundler > Search & Install Bundles.[Salora] CardConnect Invoice Bundle and install it.Setup > Accounting > Accounting Lists.Configuring Card Connect for your subsidiaries is crucial, whether your organization uses NetSuite OneWorld or not. This section guides you through entering the necessary details and customizing settings to align with your organizational structure, ensuring that Card Connect is properly integrated for seamless payment processing.
This section details how to configure Card Connect for companies with or without NetSuite OneWorld.
Setup > Company > Company Information.Setup > Company > Subsidiaries.Setting up script parameters acts as a safeguard for the system, ensuring that all scripts run smoothly even if an issue arises. This section outlines the steps to configure these parameters, helping maintain the integrity and reliability of your payment processing system.
This section ensures the system is configured to handle potential script execution failures.
Setup > Company > General Preferences.Custom Preferences.Establishing the right roles and permissions is vital for securing financial data and ensuring that only authorized personnel can access sensitive features. This section details how to configure user roles and permissions, as well as customer records, to facilitate smooth and secure transaction processing.
Setup > User/Roles > Manage Roles.Setup > User/Roles > Manage Users.Syncard offers a variety of transaction processing options to cater to different business needs, from authorizing payments without immediate fund capture to processing cash sales and customer refunds. This section provides detailed instructions on how to handle each type of transaction, ensuring that your payment processes are efficient and secure.
Transactions > Customers > Issue customer refunds.Monitoring payment events and ensuring proper integration between Syncard and CardConnect is essential for maintaining operational integrity and compliance. This section explains how to track payment activities and verify that all transactions are processed correctly through the integration, ensuring a seamless and reliable payment processing system.
Customization > List Record & Fields > Record Type > CardConnect Payment Event > List.Customization > List Record & Fields > Record Type > CardConnect SynCard Integration > List.
