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Payment Gateways
How do I set up my payment gateway with CardConnect (CardPointe)?
How do I set up my payment gateway with CardConnect (CardPointe)?

As an admin, learn how to link Optix with your CardConnect/CardPointe account to accept and process payments

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

In CardConnect:

  1. Request your API Live Credentials from CardConnect

  2. Make note of your Merchant ID

In Optix:

  1. Select Apps & Integrations from the left-hand menu

  2. Scroll down and click CardConnect

  3. Click Install

  4. Input your Merchant ID in the 'merchant' field

  5. Input your API username in the 'login' field

  6. Input your API password/transaction key in the 'password' field

  7. Click Save 

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