Created: September 3, 2024

Updated: September 3, 2024

To configure CardFlo 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 CardFlo Gateway 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.cardflo.io/

These parameters are briefly described here for your reference:

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.

API Key: CardFlo will provide you with the API Key

API Username: CardFlo will provide you with the API Username.

API Password: CardFlo will provide you with the API Password.

API Secret: CardFlo will provide you with the API Secret.

Webhook URL: LEAVE THIS BLANK. Upon clicking Save this field will be generated and Saved.

Capture on Shipment: Set to YES if you want to capture an authorization once an order is marked a shipped in the CRM. Also, an order will remain as pending in the system until the authorization is captured upon shipment. Set to No if you want the standard authorization and capture process for your orders.

Enable Delayed Capture: allows you to authorize the payment on day 1 and capture it in “x” number of days. Applies to initials and recurring orders, it creates the orders in a “Pending” status and they won’t be sent to fulfillment until the charge is captured and the status is updated to “Approved”.

Currency: Check the Cardflo Gateway for a full list of supported currencies.

3D Secure: Select Yes idf you will be using 3D Secure. Please note that using 3D Secure will require work on your check out page.

Test Mode: Set to YES if you would like to use this gateway in test mode.

ADDITIONALLY

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).