Setting up your Moneris Payment Gateway

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Documentation for setting

up TouchBistro

TM

_for:



eSelect Plus

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Setting up your Moneris Payment Gateway

This document will guide you through setting up a Moneris mobile card swiper, that is those with approved eSelect Plus merchant accounts. It will also guide you through setting up a Moneris PinPad (iPP320 / VAR) once you’ve received the

approval/welcome email. Finally, it will guide you through setting up a Moneris hosted Pay Page.

Consult the table of contents below to jump to the appropriate section:

Setting up a Moneris mobile card reader

Activate your eSelect Plus merchant account

In order to use a mobile card reader, you will need to activate your eSelect Plus merchant account:

1. Visit eselectplus.ca.

2. Choose Activate My Store.

3. Enter your Merchant ID and Store ID listed at the top, and follow the instructions to activate your account.

4. Moneris will send you an approval/welcome email.

Review your eSelectPlus approval/welcome email

Before you setup TouchBistroTM_{access your Moneris approval/welcome email. The} ECR (referred to as Terminal ID/ECR in TouchBistroTM_{) and Store ID will be required}

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Generate API token for TouchBistroTM_{payment setup}

Next you need to generate an API token 1. Visit eselectplus.ca.

2. Select Log in to access the Merchant Resource Center. 3. Follow the instructions to generate an API token.

4. Record this API token alongside your ECR (referred to as Terminal ID/ECR in TouchBistroTM_{) and Store ID for use in TouchBistro}TM_setup.

Configuring TouchBistroTM

1. Open your restaurant on TouchBistroTM_.

2. Log in as Admin.

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4. Tap Orders & Credit Cards on the top tab bar. Tap Edit Payment Gateways.

5. Tap Moneris to enable it as your payment gateway. Ensure there’s a blue checkmark in the Moneris cell row.

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7. Tap the eSELECTplus tab.

8. Plug your card reader into the iPad’s audio jack and ensure the volume is turned all the way up.

9. Enter the Terminal ID, Store ID, and API token that you obtained from Moneris. 10. Tap Canada or U.S. to indicate which country you’re in.

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12. To verify if setup is correct you can view a batch summary. From the Admin section, tap History & Reports and then Card Swipe Batch Summary.

13. You should get a screen that looks like the one above (which initially will have all $0 results).

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Setting up a Moneris PinPad (iPP320 / VAR)

Review your Moneris approval/welcome email

Before you set up TouchBistroTM_{access your Moneris approval/welcome email.}

The Moneris approval/welcome email requires a bit of explanation:

 Do not be alarmed that the mobile card reader items (ESelect Merchant ID, Store ID, ECR Number) are blank. You do not need those items to setup a PinPad. This is for eSelect Plus merchant accounts.

 Each PinPad is identified by both an ECR (referred to as a Terminal ID in

TouchBistroTM_{)and Device Series Number (which matches the serial number on}

the back of your physical PinPad).

 Each row represents the ECR and Device Series Number for each PinPad you physically have. In the example above, the first row (9925999/91029999) is the

ECR and Device Series Number for one PinPad. The second row

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PinPad. If you have three PinPads, you will see three rows of coupled ECR and

Device Series Number numbers.

 The first number before the slash represents your ECR. The second number after the slash represents the Device Series Number. So in the example above, the first PinPad’s ECR would be 9925999and its Device Series Number would be 91029999.

The Merchant ID and ECR will be required in your TouchBistroTM_{setup. The Device} Series Number will be used for helping identify which physical PinPad you’re

configuring for in TouchBistroTM_.

Before you begin

Verify you have an Internet connection.

Check your Internet Connectivity Status icon on the TouchBistroTM_{login screen. Verify}

it’s white. If it is yellow or red, you’re lacking proper connectivity. Alternatively, to check, open Safari on your iPad, and try visiting a couple websites (e.g., touchbistro.com, cnn.com). If the website appears, you are online.

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Setting your PinPad’s Configuration Screens

1. Ensure your Moneris iPP320 is connected to one of the three Ethernet LAN Ports on the back of the AirPort (as illustrated above).

2. Ensure the power cable for your Moneris terminal is plugged in.

3. If you’re not entered into the configuration screen, power cycle the PinPad by pressing down the yellow CORR key and while holding down the CORR key, press the Punctuation key at the same time.

4. When you see the Version Information screen (the screen displays an

alphanumeric series like U-0202-61243327), press the red CANC key and then press the green OK key. The.

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6. On the Contactless Reader screen, press F1 to select Enable.

7. On the Mode screen, press F1 to scroll down until PCI is highlighted. Press the green Ok button.

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9. On the IP Host Setup screen, press F1 to scroll down until Public is highlighted. Press the green OK button.

10. On the second IP Host Setup screen, press F1 until Production is highlighted. Press the green OK button.

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12. On the IP Config Retry Period screen, select the default 10 seconds by pressing the green OK button.

13. On the Host Time Out screen, select the default 20 seconds by pressing the green

OK button.

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15. On the Cash Back screen, press F4 to select NO.

16. On the Status Report screen, press F4 to select NO.

17. The PinPad will show the Serial Number screen. Press the green OK button to advance.

18. After a couple of seconds it will say Welcome/Bonjour. 19. Press F2 on the terminal, wait for a beep.

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21. The screen will now read “TERMINAL IP ADDR XX.XX.XX.XX.XX”. 22. Please write this down these numbers as they will be needed later on

23. Once plugged in, wait for the terminal screen to read “WELCOME/BONJOUR”. 24. Press F2 on the terminal, wait for a beep.

25. Press F3 the terminal, wait for a beep.

26. The screen will now read “TERMINAL IP ADDR XX.XX.XX.XX” 27. Please write down these numbers as they will be needed later on.

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5. Tap on Moneris and ensure that a check mark appears in the cell row. 6. Tap Setup.

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7. Enter the Moneris Merchant ID from the welcome letter (e.g., 009920699999) in the

Merchant ID field.

8. Tap Manage Terminals.

9. Tap on the blue plus sign icon in the top left-hand corner of the screen. 10. Give the terminal a unique name (e.g., Bar pinpad terminal).

11. Physically locate the PinPad you want to use (e.g., as your Bar PinPad terminal). Turn the PinPad over and locate the serial number on the back. Ensure this matches with one of the Device Series Numbers in your welcome letter.

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12. In the TouchBistroTM_{Terminal ID field enter your first PinPad’s ECR (i.e., the}

numbers before the slash that cross reference with Device Series Numbers found on the back of your PinPad).

13. In the Terminal IP Address field, enter in the IP address that was written down in “Get your terminal’s IP address - Step 7” (see page 15).

14. Tap Initialize Terminal in the top right of the screen. It should say “Initialization successful for payment terminal”.

15. Tap Test Connection. It should say “Communications successful with payment terminal.”

16. Tap Done to return to the Payment Terminals screen.

17. Tap on the blue plus sign icon in the top left-hand corner of the screen to add any additional PinPad terminals. Ensure you get the Terminal IP Address for each

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Configuring your Moneris eSelect Plus Hosted Pay Settings

Moneris offers a hosted pay solution. That is, when a payment needs to be processed, one is directed to a page hosted by Moneris to process the actual payment details. TouchBistroTM_{supports payments by this method as well.}

Configuring your account with Moneris

Before you set up TouchBistroTM_{to accept hosted pay page payments, you need to first}

set up your hosted pay page details on the Moneris site. Locate the welcome email Moneris sent to you with your Username, Store ID, and password. Follow the steps below:

1. Visit Moneris.com.

2. Click on Login at the top.

3. Select eSelect Plus from the drop-down menu.

4. Log in to eSelectPlus using your Username, Store ID, and Password from the welcome email.

5. Click on Admin at the top.

6. Click on Hosted Config at the top.

7. Click on Generate a New Configuration.

8. Note the ps_store_id and hpp_key codes generated. You will need these for your TouchBistroTM_{configuration.}

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9. Enter the following information under Basic Configuration:

Description: TouchBistro

Transaction Type: select either Purchase or Preauthorization Payment Methods: ensure Credit Cards is enabled

Response Method: select Sent to your server as a POST Approved URL: http://touchbistro.net/moneris/hppapprove Declined URL: http://touchbistro.net/moneris/hppdecline

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11. Check Return the txn_number.

12. Select Save Response Settings at the bottom. 13. You can now configure your TouchBistro application.

2. Log in as Admin.

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5. Tap on Moneris and ensure that a check mark appears in the cell row. 6. Tap Setup.

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7. Enter the PS Store ID and HPP Key you generated on the Moneris site. 8. Tap Done.

Setting up your Moneris Payment Gateway

Documentation for setting

up TouchBistro

for:



eSelect Plus

Setting up your Moneris Payment Gateway

Contents

Setting up a Moneris mobile card reader

Setting up a Moneris PinPad (iPP320 / VAR)

Configuring your Moneris eSelect Plus Hosted Pay Settings

_for: