In CardConnect:

  1. Request your API Live Credentials from CardConnect

  2. Make note of your Merchant ID

In Optix:

  1. Select Apps 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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