November 1, 2010
UPDATED March 1, 2020
To configure Bambora/BeanStream Gateway into your sticky.io CRM, you will go to Payments>Gateways, under ACTIONS select Add New Provider Profile.Select the type = Payment/Gateway and select Bambora/BeanStream from the drop down.Fill out the gateway parameters which are outlined below and click “Save”.
For more information on this Gateway click here https://www.bambora.com/en/us/
These parameters are briefly described here for your reference:
Username: Same username that you set up for your gateway API, this is not the username you use to log in to the gateway account.
Password: Same password that you set up for your gateway API, this is not the password you use to log in to the gateway account.
Currency: BeanStream Gateway currently supports USD and CAD. You can select one currency per gateway account.
Merchant Id: This is the merchant Id you have configured within the gateway account.
Post Billing: Select “YES” if working within the US only. If working with multiple countries, please select “NO” and contact BeanStream to have the address, city, state, zip, and country as optional fields instead of required.
Gateway Alias: Name that you will assign to the gateway. This is for internal purposes only; it helps you identify a specific gateway account among several of them in your CRM.
There are 2 Required Fields on the Merchant Account Details tab. *Descriptor - This will be the MID Descriptor *Customer Service Number - The customer service number assigned to the MID
There is 1 Required Field on the Limits and Fees tab *Global Monthly Cap - This will be the sales amount allowed monthly on this MID
To maximize the efficiency of sticky.io Reporting Analytics we suggest you take a moment and fill out the rest of the fields. These will all be used in sticky.io’s profitability reports.
For field definitions on all of the fields on the Merchant Account Details Tab and the Limits & Fees Tab - click here- overview of gateway providers
Once your gateway profile has been created, then you will go through your campaigns and assign the gateway to the corresponding campaign(s).
Setting up your gateway
You must apply the following setting to the back-end of your gateway account in order for you to be able to issue refunds and voids within your sticky.io CRM:
Click on“administration”, and under account settings click on “order settings”.
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Make sure that the option “Restrict Internet Transaction Processing Types” is unchecked, or you will not be able to refund/void. Also, please check the “Use username/password validation against transaction” and submit the credentials you created for your gateway API.
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