June 17, 2015
UPDATED March 1, 2020
To configure Doc Data 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 Doc Data 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.cmpayments.com/
These parameters are briefly described here for your reference:
Merchant Name: This will be provided to you by DocData.
Password: This will be provided to you by DocData.
Currency: The DocData Gateway currently supports USD and EUR currencies.DocData also supports additional payment types such as EuroDebit and SEPA.
Test Mode: Select whether or not to use the DocData Gateway in test mode.
Allow Gateway Reprocess?Select Yes or No
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).