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.

OpenEdge is a subsidiary of Global Payments, 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. GPI will send you a welcome email with the subject line: "GPI Merchant Portal". This email will include your company name and reference number. Follow the instructions in the email to schedule 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. Login to aACE and navigate to 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
    • Test mode – This should only be enabled when test credentials are loaded into the system. Test mode with production credentials will yield an error.
    • Save card for future use – This will store customers' credit cards on file.
    • Card Entry: Specifies the method(s) you will use to obtain credit card information:
      • EMV - If you use chip readers exclusively (no magnetic swipers).
      • Magnetic Swipe - If you use magnetic swipers exclusively (no chip readers).
      • Manual Entry - If you use computer terminals exclusively (no retail operations where a physical card is used).
      • None Specified - If you use 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.
  4. In the Payment Processing Settings left-hand panel, click Global Payments Integrated (previously OpenEdge).
    • Retail Account Token – This field is applicable if you have a brick-and-mortar retail store. This is 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 one account token), it will go in this field. 
      • If you have multiple credit card terminals, the account token for your primary office will go in this field. 
    • Office Specific Account Tokens – This list shows your organization's offices. Each office that uses 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 not have any account tokens.

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 for Enable Credit Card Integration.
    • Unmark the flag for Test Mode, if applicable.
    • Review any other settings and configure as required.
  4. In the Payment Processing Settings left-hand panel, click Global Payments Integrated (previously OpenEdge).
  5. If it is not already checked, mark the flag for Enable Global Payments Integrated (previously OpenEdge).
  6. Share control of your computer so the GPI rep can enter your account token(s).
    Warning: This process 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. Please 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: The GPI rep will input a unique account token for each office in the Office Specific list. 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 an RCM (remote control module) on any terminal accepting these payments. (The RCM will use aACE to interface between the chip reader and OpenEdge.)
  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.