Setting Up Global Payments Integrated

Prior to setting up your Global Payments Integrated (GPI) integration, you can setup aACE to run test transactions and explore how the integration works.

Global Payments is one of the largest U.S. payment companies. The first step for integrating your aACE system with GPI is to contact an GPI support representative and set up your GPI account. Your GPI rep will send you instructions, a reference number, and a schedule for an installation appointment with a member of the GPI team. 

The installation will be done via web meeting. During this appointment, you will need to grant the GPI representative access to view and control your screen, including the ability to access aACE. GPI representatives may be unfamiliar with aACE. Use this guide to assist them in navigating your solution.

GPI Tokens and aACE Fields

GPI creates account tokens for each terminal your organization requires. The number of account tokens you receive from GPI and the placement of those tokens will vary depending on how your business is set up. 

After you have installed the aACE integration file, proceed with the following steps:

  1. In aACE, navigate from Main Menu > System Admin > Preferences > Database Management.
  2. In the Integrations section, mark the flag for Payment Processing.
  3. Next to Payment Processing, click the link to Open Settings.
    • Enable credit card integration — Mark this flag to activate the integration.
    • Enable ACH
    • Test mode — Only mark this flag if you have test credentials to load into the system. Using Test mode with production credentials will yield an error.
    • Save card for future use — Mark this flag to securely store an alias for customer credit cards on file.
      Note: The default integration with GPI constrains stored credit cards to be office-specific. That is, the credit card alias cannot be shared across offices. Each office that does business with a company will need to obtain credit card information for that company. For other arrangements, discuss this point with your GPI rep.
    • Allow multiple processors
    • Card Entry — Specify the method you will use to obtain credit card information. This detail tells GPI how to process an incoming payment in order for you to enter the required data. The method you specify here will be applied to all offices in your organization.
      • EMV: Using chip readers exclusively; no magnetic swipers
      • Magnetic Swipe: Using magnetic swipers exclusively; no chip readers
      • Manual Entry: Using computer terminals exclusively; no retail operations where a physical card would be used
      • None Specified: Using a combination of chip readers, magnetic swipers, and/or computer terminals
    • Authorize Card on Order Open — Mark the billing terms that should result on a card authorization when the order is opened.

To prepare for your appointment with the GPI rep, you can also preview some additional settings. In the left-side navigation pane, click Global Payments. The setup fields are where the GPI rep will enter your necessary account tokens:

  • Retail Account Token — This field is applicable if you have a brick-and-mortar retail store. This would be the token for the credit card terminal in your physical location. If you don't have a retail storefront, this field will be left blank.
  • Other Account Token — This field is for your default credit card terminal. If an order in aACE does not find an office-specific token, the order will be applied to the account token listed here.
    • If you have only one office (or multiple offices using a single account token), the token will go in this field. 
    • If you have multiple credit card terminals, the token for your primary office will go in this field. 
  • Office Specific Account Tokens — This list shows all offices in your organization. Each office that will use its own credit card terminal will have a unique account token. This includes the one entered in the Other Account Token field above. If you have only one office, this section will be left blank.
    Note: When an order is submitted, the originating office's account token will be applied, not the office assigned to the user who enters the order.

Your Meeting with an GPI Representative

When the GPI Representative is ready to provide your account tokens:

  1. Login to aACE and navigate to Menu > System Admin > Preferences > Database Management.
  2. Next to Payment Processing, click the link to Open Settings.
  3. In the General Settings tab, mark the flag to Enable Credit Card Integration.
    • Unmark the flag for Test Mode, if applicable.
    • Review the other settings and configure as required.
  4. In the left-side navigation pane, click Global Payments.
  5. If not already marked, mark the flag for Enable Global Payments.
  6. Share control of your computer so the GPI rep can enter your account token(s).
    Warning: This step differs slightly depending on whether you have a retail store, a single credit card processing terminal, or multiple offices with separate credit card processing terminals. Proceed carefully to ensure you are following the correct set of instructions:
    • Physical Storefront: The GPI rep will input your token in the Retail Account Token field. If you do not have a brick-and-mortar retail store, this field is left blank.
    • Single Credit Card Terminal: The GPI rep will input your token in the Other Account Token field.
    • Multiple Offices with Separate Credit Card Terminals: Mark the flag(s) for each office that will use its own credit card terminal. The GPI rep will input a unique account token for each office in the Office Specific fields. You will choose one of these offices to be your "default" location. The token for that office will also be entered in the Other Account Token field above.
  7. The GPI rep will inquire about your chip reader requirements and help you select the correct option for the Card Entry field.
  8. If you use any EMV chip readers, the GPI rep will walk you through installing a remote control module (RCM) on any terminal accepting these payments. The RCM will use aACE to interface between the chip reader and GPI.
  9. Click Commit Updates.

Completing the Setup

After the initial meeting with the GPI representative, you will need to set a few other aACE preferences for GPI.