In CardConnect:

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

In Optix:

  1. Select Integrations from the left-hand menu
  2. Scroll down until you find 'CardConnect', and click Connect
  3. Input your Merchant ID in the 'merchant' field
  4. Input your API username in the 'login' field
  5. Input your API password/transaction key in the 'password' field
  6. Click SaveĀ 
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