Connect to Elavon Converge

TABLE OF CONTENTS

• TABLE OF CONTENTS
  • TABLE OF CONTENTS
    • 1. Requirements
    • 2. Converge Settings (Converge Support)
    • 3. Fraud Prevention Rules (Merchant)
    • 4. Lightbox Configuration (Merchant)
    • 5. Add the Payment Gateway in Benji Pays (Merchant)
    • 6. Troubleshooting Payment Fields (Merchant)

1. Requirements

Tokenization must be enabled on your account by Elavon before connecting your Converge Account to Benji Pays.

How to Check if Tokenization is Enabled:

1. Log into your Converge account here - click the login button at the top right of the page.

     2. If the "Customers" tab/menu item is visible in Converge, tokenization is already enabled.

2. Converge Settings (Converge Support)

Steps (A1 to A7) are to be completed by Converge Support:

1. Call Converge phone support at 1-800-377-3962. Choose your language, then Option 2 for Internet and then Option 2 again.

     2.  If you are an ISO submitting a request for a new Converge terminal, include the settings listed in sections A1 to A7 on your new terminal request form.

     3.   The merchant account must be setup for Internet

All of the steps in the grey area below can be completed by Converge Support only.  Please ensure each of these is completed exactly, any omissions will cause errors with the integration.

A1. Enable tokenization on the Converge Account.

A2. Under Settings >> System Setup Support: Ensure the following URLs are added to the referrers list - ALL THREE MUST BE ADDED:
    - https://www.benjipays.com
    - https://app.benjipays.com
    - https://YourPortalName.benjipays.com (Replace 'YourPortalName' with your actual Benji Pays Portal Name which can be found in Benji Pays on the Settings > Customer Portal Settings page)
    - If using a custom portal domain, have that added also e.g. https://payments.mydomain.com
    

A3. Under Settings >> System Setup Support, ensure Uncheck "Use HTTP Referrers".

A4. Set up API user, commonly called "apiuser", with the following permissions:
     - "Administrator" level User Rights 
    - or "Manager" level with "Terminal Management" enabled.

A5. Integration Methods.  Go to Settings > System Setup Support >> Integration Methods and ensure the following have checked boxes next to them:
    - Hosted Payment Page
    - Hosted payment modal
    - Checkout.js

A6. Under Settings >> Fraud Prevention Rules click API IP Allowed List
    1. Ensure "Enable IP Address for XML API" is UNCHECKED
    2. Ensure that the following IP Addresses are added to IP Allow list and show on this window 
    - 3.98.9.38
    - 44.230.212.155
A7. Ensure "Enable HTTPS Transaction" is enabled - this is critical.

3. Fraud Prevention Rules (Merchant)

Steps to be completed by you, the merchant:

1. Log in to Elavon Converge.

    2.  Navigate to "Settings" > "Fraud Prevention Rules".

    3. Ensure the following rules have "Enable Terminal Setting" unchecked and that they are not enabled:

• Transaction Timeout
• Daily Velocity
• Hourly Velocity       
• Hourly Velocity by IP Address        

    4. Click "Auto Pend" and ensure that "Enable Terminal Setting" is unchecked and that all transaction types under Auto Pend are unchecked.

4. Lightbox Configuration (Merchant)

Steps to be completed by you, the merchant:

     1. Navigate to "Settings" > "Hosted Payments".

     2. Click "SETUP" next to Payment Modal.

     3. Optionally, upload a company logo and choose a Theme.

     4. Set the button text to "Continue".

     5. Uncheck "Show Amount".

     6. Optionally, enable:

• "Show Address Verification Fields (Generate Token Transaction)"
• "Show Address Verification Fields (Credit Sale/AuthOnly/ECS Transaction)"
• "Show Language Option"

1. Uncheck "Enable CAPTCHA".

Note:

If you do not wish to use AVS (Address Verification Service), ensure  you do not enable the AVS fields above.

5. Add the Payment Gateway in Benji Pays (Merchant)

Steps to be completed by you, the merchant:

1. Log in to Benji Pays and navigate to "Settings > Payment Gateway Settings".
2. Click "Add New Gateway" and select "Elavon - Converge".
3. Fill in the following information:
   • Currency: Select the currency or currencies you will process.  Ensure these currencies are enabled on your Elavon account. Most accounts only have one currency enabled.
   • Clearing or Bank Account: Where Benji Pays will record the payments.
   • Accounts Receivable Account: The A/R account Benji Pays will credit.
   • Description: Type a description such as "Elavon USD".
   • Merchant ID (MID): Navigate to "Settings > Terminal Information" in Converge and copy the Merchant ID.
   • Account ID (SSL Merchant ID): Click the terminal in Converge and copy the Account ID.
     • You can see the account ID by going top right corner, click the user name. 
   • SSL User ID: Select 'Employees' button on the left side, find the apiuser added by Converge Support. Copy the "Employee ID" of the apiuser.
     • The user needs to have admin permissions to see the apiuser
       
   • SSL Pin: Click on the name of the apiuser in Converge, then click "SHOW PIN" and copy the pin.
4. Click "Save Gateway" at the bottom of the page.

If you receive a 4025 Authentication error, double check your Account ID, SSL User ID and SSL Pin, one of those will be incorrect or the user you entered doesn't have API access in Converge. 

6. Troubleshooting Payment Fields (Merchant)

Steps to troubleshoot payment fields:

1. Navigate to "Settings > Payment Fields" in Converge.

     2. Ensure fields in the list below are all required but no others are  required in the Order Section

1. Account Data/MICR Data
2. Expiration Date (MMYY)
3. Amount
4. CVV2 Indicator
5. Approval Code

Ensure that none of the fields under "Settings > Payment Fields > Billing Address" are marked as Required.

If unsure which fields are causing issues, contact your Elavon Converge Representative at 1-800-377-3962.