Optix

Request your API Live Credentials from CardConnect

1. Request your API Live Credentials from CardConnect
2. Make note of your Merchant ID

Select Apps &amp; Integrations from the left-hand menu

Input your Merchant ID in the 'merchant' field

Input your API username in the 'login' field

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

1. Select Apps &amp; 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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Need more info on Apps, Integrations &amp; Payment Gateways?

Take a look at this quick guide to dive deeper.

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

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

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

In CardConnect:

In Optix: