The following steps will help you add the Converge Payment Gateway to your Shift4Shop store.
Log into your Shift4Shop Online Store Manager.
Using the left navigation menu, go to Settings > Payment.
In the "Payment Methods" section, click on Select Payment Methods.
Next, click on +Add New located on the top right of the page.
Specify your payment gateway parameters, such as Country/State, Min/Max Order amount, and Customer Group that will be applicable to your Converge payment gateway.
While here, click on the "Payment Method" drop-down menu and select Converge from the drop-down list (The list is alphabetized for your convenience).
Once you're ready, click +Add.
After the payment method is created, it will be added to the page under the "Additional Gateways" section. You can now click on the Settings link for the payment method to enter your account credentials with Converge. (This will be information you receive from the Converge for your account.)
Your available settings are the following:
This will be the label that will display for this payment method on your store's checkout pages. The default value is simply "Online Credit Card"
User ID (UID)
Enter the username for your Converge User ID. This is a combination of letters and numbers supplied to you by Converge Customer Activation & Training.
Click on the "Change" link to enter your Converge account's PIN value
Account ID (AID)
Enter your Converge account's ID information.
Authorize Only (OPTIONAL)
Use this check box if you would like for transactions to only authorize the card for the order amount at the time of purchase but not collect the funds until you process the order. Click here for more information.
While configuring your base settings, you will also see a button labeled "Advanced Settings" under the "Merchant ID" field. This button will allow you to further edit and configure the parameters you specified during Step 5 above.
Order Amount Ranges (Min. & Max.)
Configure the range of order amounts that the Converge payment option will be applicable to.
Select the customer group that the payment option will apply to.
Select "All" for all groups, "None" for your regular retail shoppers, "Phone Orders" for orders by phone, or select a specific customer pricing group from the list.
Select whether the order will go into your store's New or Unpaid order status upon completion. (Typically, this is set to New)
Country/State Exclude List
Use the Exclude list to exclude the payment method from appearing on orders to specific locations. (For example, excluding specific countries.)
Confirmation and Description Messages
Enter a message that will display when the payment method is displayed and goes through to completion.
Once you're done entering your credentials and configuring your settings for the Converge payment gateway, click on the Save button at the top right to commit your changes. Your store will now be ready to use the payment gateway for orders.