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Datacap Pay API, Datacap Gift, & DC Direct Setup Guide

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Datacap Pay API, Datacap Gift, & DC Direct Setup Guide

Overview

This article describes how to configure a Genius Classic location to use the DC Direct, Datacap Gift, and PAY API services for processing credit card transactions. DC Direct and PAY API enable sites to pass credit card transactions directly from the POS to a payment device without Tran, allowing them to use additional processing options while paying a third-party processing rate. To use DC Direct and PAY API, your location must run Genius Classic version 9.105.1 or later.

DC Direct and PAY API allow sites to process credit card transactions with the use of EMV-enabled PINpad devices. Therefore, it enables locations to use any device supported by Datacap, including the PAX A35 (which has been fully tested).

A complete list can be reviewed here.

Before configuring a location to use DC Direct Pay API, you must first order the correct SKU within Salesforce.

Contents

Converting from Monetary to Datacap

Datacap cannot use Monetary credentials to process transactions. Therefore, any merchant that seeks to convert from Monetary must receive new credentials from Datacap to proceed.

In previous configurations, Monetary would issue and use a single Merchant ID for processing both eCommerce and in-store payments. Datacap, however, uses separate dedicated Merchant IDs for processing different types of payments. Consequently, if your merchant plans to process eCommerce, in-store, or Gift transactions, you will need to configure each type of payment configuration with a separate Merchant ID issued by Datacap.

Datacap requires a Merchant ID equivalent to each Terminal ID issued from a processor. For example, if the merchant uses Pre-Paid Gift and EMV "Card Present" devices, then you must request separate Merchant IDs for Gift and Card Present EMV. 

Also, if the merchant uses Online Ordering, PAX, or Gift, then you must request separate Merchant IDs for the following:

  • Card Not Present: Merchant ID and Token Entry
  • Card Present: Merchant ID Entry
  • Pre-Paid Gift: Merchant ID Entry

Limitations and Recommendations

  • When canceling any transaction, we recommend you do so with the payment device itself, instead of the POS.
  • Canceling a payment transaction from the POS is not supported by Ingenico devices.
  • Gift tipping and partial payments are not currently supported on Ingenico devices.
  • Store-and-Forward for EMV is not currently supported.
  • Line Item Display is not currently supported.
  • Surcharge is not supported.
  • Scan to Pay, Guest App and Kiosk are not supported.

DC Direct Payment Gateway Setup

You can configure a location to use DC Direct in the Payment Gateway screen. But before configuring the location, the reseller must contact Datacap directly to order and configure the necessary devices.

For each Terminal ID supported at the processor level, Datacap will provide an equivalent Merchant ID. For example, if your location processes both eCommerce transactions and in-store PAX EMV transactions, Datacap will issue two separate Merchant IDs, one for eCommerce, one for EMV. Once you receive them, you must match the Merchant IDs properly in the POS to avoid unexpected fees.

  1. In the Admin Console's Main Menu, click Location Setup, then click Payment Gateway.
  2. In the Payment Gateway screen, in the In-Store Settings tab, click Datacap Direct in the EMV Solution list.
  3. Click the Datacap Settings tab.
  4. In the Datacap Settings tab, enter the location’s Card-Present EMV Merchant ID in the Card-Present EMV Merchant ID box.
    NOTE: To enable staff to enter credit card numbers manually with an EMV device, you must disable the Allow Manual Entry for Credit Cards check box (in the Payment Gateway screen, on the Heartland In-Store Settings tab). On the EMV device, to enter a credit card number manually, long press the Card button.

    This Merchant ID is provided by Datacap in your boarding email, and it will be sent with every EMV transaction that is processed.
  5. Click Save to save your settings.

Datacap Gift Setup

The following procedures describe how to set up a location to use Datacap Direct to process gift card transactions. Gift tipping is available and supported for the PAX devices. 

  1. In the Admin Console's Main Menu, click Location Setup, then click Payment Gateway.
  2. In the Payment Gateway screen, in the In-Store Settings area, click DC Direct in the EMV Solution list.
  3. In the Gift Card list, select Datacap.
  4. Click the Datacap Settings tab.
  5. In the Datacap Settings tab, enter a valid merchant ID in the Prepaid Merchant ID and Pre Paid Token ID box.
    This Merchant ID will be sent with any Datacap Gift Card transactions that are completed.
  6. Click Save to save your settings.

NOTE: To enable staff to enter gift card numbers manually with an EMV device, you must disable the Allow Manual Entry for Credit Cards check box, in the Payment Gateway screen, on the Heartland In-Store Settings tab. On the EMV device, to enter a gift card number manually, long press the Redeem or Inquiry buttons. 

Datacap Pay API (eCommerce) Gateway Setup

The following procedures describe how to set up a location to use Datacap Pay API to process card transactions in the Online Ordering website.

When processing a payment, if no Merchant ID is entered in the POS, the app will automatically use the Merchant ID from the Card Not Present or Card Present boxes, as applicable. If there are no Merchant IDs entered at all, the app will not process the transaction.

  1. In the Admin Console's Main Menu, click Location Setup, then click Payment Gateway.
  2. In the Payment Gateway screen, select the Datacap check box.
  3. Click the Online Settings tab.
  4. In the Online Settings tab, click Datacap in the Gateway list.
  5. Click the Datacap Settings tab
  6. In the Datacap Settings tab, enter a valid merchant ID in the Card Not Present Merchant ID box.
  7. In the Card Not Present Token Key box, enter a valid key code.
  8. If the merchant is using Apple Pay, enter a valid Apple Pay Merchant ID in the Apple Pay Merchant ID box.
  9. Click Save to save your settings.

Adding New DC Direct Device in Admin Console

The following procedures describe how to create and configure DC Direct devices in the Admin Console so that they can communicate with the POS. 

Creating a New PAX or Ingenico Device in the POS

  1. In the Admin Console's Main Menu, click Location Setup, then click Payment Terminals.
  2. In the Payment Terminals screen, click +New.
  3. In the payment terminal’s Settings panel, in the Name box, enter a descriptive name for the device.
  4. In the IP Address box, enter the IP address of that specific device.
  5. In the Port box, enter the port number used by the device.
    Port 8080 for PAX devices
    Port 80 for Ingenico devices
  6. To enable Tip Suggestions on the Datacap device, select the Tip Prompt check box.
  7. Click Save to save your settings.

Hardware Configuration

The following procedures describe how to configure the PAX A35 and Ingenico DESK/3500 payment terminals.

Configuring the PAX A35

Connect Ethernet cable

  • Connect an Ethernet cable to the A35's back plate LAN port and to your network.

If you are using DHCP, no further setup should be required (Ethernet w/ DHCP is enabled by default). If using Static, continue to the next steps.

Access Android Desktop

  1. Swipe up from the bottom of the screen.
  2. Touch the Back button twice.
  3. When the device prompts you for the Back Desktop password, type "pax9876@@", then tap Enter.

“123456” may work on some devices, as passwords may vary. For EVO Snap devices, use “EVO72963687” for the password.

Connect to Ethernet

  1. In the Android Desktop, tap Settings.
  2. When the device prompts you for a password, type "pax9876@@", then tap the green checkmark icon or OK, depending on which prompt appears.

    “123456” may work on some devices, as passwords may vary.
    For EVO Snap devices, use “EVO72963687” for the password.
  3. Tap Network & Internet, then tap Ethernet.
  4. Tap Ethernet Configuration, then tap Static.
  5. Enter the values for the following by scrolling under the Static IP settings:
    IP address
    Gateway
    Network prefix length (this is your subnet mask in CIDR notation)
    DNS 1
    DNS 2
  6. Tap SAVE.
  7. Tap the Home button to return to Android Desktop.

Configuring the Ingenico Desk/3500

Connecting Ingenico DESK/3500 to Internet via Ethernet Cable

  1. Plug the Ethernet cable into an Internet router.
  2. Plug the power cable into a 120V power outlet and into the back of the magic box cable.

    The Desk/3500 or lane 3000 will turn on automatically once connected to power.
  3. Plug the Ethernet cable into the magic box cable.

Hosted Estate Manager Download

  1. In the Idle screen, press the F key (silver circle).
  2. If the device prompts for an amount, press the F key a second time.
  3. If given the option, select Admin Mode.
  4. If the device prompts for the admin password, type “123456A”, then press the Enter (green) key.
  5. Select Tetra Admin, then select 1-Download Application.
  6. Select 2-Start Download.
  7. When the device prompts you to Enter package name, press the Enter (green) key.
    No value is needed.

The device will reboot twice, then display the Idle screen.

Obtaining IP Address

  1. At the "Welcome" screen, press the .,#* button.
  2. Select 7-Terminal Info.
  3. Select 2-Display Parameters.
  4. Select 1-Communication Params.
  5. Scroll to the TerminalIP box at the bottom of the screen.
    This box displays the device's current IP address on the network.
  6. Record the IP address.

You will need the IP address to configure Genius to communicate with the device.

Pair POS and DC Direct

You can configure the POS using the Device ID, the corresponding Merchant IDs, and Terminal IDs. If you are using Wi-Fi or Ethernet connected PIN Pads, configure your POS with the corresponding IP addresses and port numbers from Step 4 above. 

  1. To view the Device ID (serial #) and connected IP address, tap the DC Direct app on the Android Desktop.
  2. Tap the Home button to return to the Android Desktop.
  3. Tap PXRetailer to return to the Welcome screen.

Connecting the POS to the Device

After the payment device has been configured, you must log into the POS that will use the device and connect it to the device.

  1. Connect the POS to the DC Direct payment terminal.
  2. Log into the POS.
  3. Tap the Manager menu icon (top right).
  4. Tap Payment Terminals.
  5. In the list of available terminals, tap the DC Direct payment terminal.

When the payment terminal is connected to the POS, the app will display this message:

Connected to EMV Terminal <Payment Terminal>.

Duplicate Checking

This section describes how duplicate checking works with DC Direct.

When configuring a new merchant to use DC Direct in the Datacap Portal, you have different options for duplicate checking:

  • The Off option disables duplicate checking, and you may run duplicate transactions as multiple, separate charges.
  • The Return Error option returns an error upon processing a duplicate transaction.
  • The Return Original Response returns an identical response to the one that was returned in the original transaction which is being duplicated.

We recommend using the Return Original Response option, which will enable the device to recognize a duplicate transaction as long as it falls within the following criteria.

When enabled, DC Direct will check the following information via a 24-hour duplicate check time that includes open or closed batches. If any of the following information is duplicated on the same invoice number, it will decline the transaction:

  • Invoice number (ticket number)
  • Card number or token
  • Amount purchased
  • TranCode

If you are on the same ticket and run a second transaction with the same invoice number, card number, and same amount, DC Direct will flag it as a duplicate and not process it. If you need to charge the card again, you can create a new ticket, which will increment the invoice number.