Videos and Webinars CIM Tutorial

The Customer Information Manager (CIM) feature allows you to store credit card information for your customers. Essentially, once a customer purchases on your site using their credit card, they will be able to return to the store and reuse the credit card without having to enter in the information again.

Integrate has 2 pieces of information that are used to authenticate your website with your account.

  • API Login

  • Transaction Key

In order to get your API login and transaction key:

  1. Login to your account

  2. Click ACCOUNT on the top right.

  3. Scroll down and click API login and Transaction Key. If it is your first time clicking here, you will be prompted to create a new set.

After retrieving/creating your API login and Transaction Keys, you will need to add them to your Shift4Shop store's payment module.

Log into your Shift4Shop Online Store Manager and use the left navigation menu to:

  1. Go to Settings > Payment.

  2. Then, click on the Select Payment button.

If you have not yet added to your store, proceed with the following steps. Otherwise, if you have already added the payment module, proceed to step 6.

3. Look to the top right of the page and click the +Add New button.
4. Choose in the Payment Method drop-down.
5. Click +Add to add the module.

Additional Information
While adding the payment module, you may also set your location and cart parameters such as the country, state, order amount minimum and maximums, as well as the customer groups the payment option will apply to.

6. Locate the added payment module and click on its Settings link.
7. Enter the API Login into the API Login ID field.
8. Click the Change link next to the Transaction Key to type in the Transaction Key.
9. Check the Enable Customer Information Manager (CIM) checkbox.
10. Click Save at the top right to commit your changes.

How the CIM Works

Customers must have an account on your website to be able to store credit card information. They can create their account from the "My Account? tab on the website, or will be prompted to do so during checkout by entering an email address and password. The CIM will save the credit card number, expiration date, and billing address in

After the customer completes an order for the first time on the website, they will have a choice to use the same credit card in future orders.

Change Card on File

If the customer would like to change or edit the card on file with their account:

  1. The customer will log in to the 'My Account' tab on your website.

  2. They will click on the View Details link in the My Saved Credit Cards section.

  3. From this section, they can modify the billing address information for the card. If they would like to change the card number or expiration date, they can click on the Edit Card link.

  4. The system will automatically check if the card information is valid. If it is not, an error message will display and will not save the incorrect card information.