Softbase Systems

 

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Softbase is already integrated with PayJunction. Simply follow the instructions below to connect Softbase with your PayJunction.

Process Overview

I. Activate the Smart Terminal(s)

II. Create PayJunction API Credentials (in PayJunction)

III. Create a Hosted Payments shop (in PayJunction) 

IV. Save the API in Softbase

V. Save the HP in Softbase

I. Activate PayJunction Smart Terminal(s)

Instructions to activate PayJunction Smart Terminals can be found here:

https://support.payjunction.com/hc/en-us/sections/203550308-Smart-Terminal-Installation-Setup 

II. Create PayJunction API Credentials

  1. Log into your PayJunction account as an Administrator, go to More, then select API Credentials.
    Screen_Shot_2017-03-16_at_9.22.36_AM.png

  2. In the top-right corner of this view, click the + New API Credential button.
    Screen_Shot_2017-03-16_at_9.23.07_AM.png

  3. Leave the User Type set to "Unrestricted Credential"
  4. Enter a First Name, Last Name and an Email Address
    To ensure that report titles lineup properly between PayJunction and Softbase, please use the following naming convention:
    • FIRST NAME: SoftbaseAPI 
    • LAST NAME: Name of the location or business unit (no spaces).
    • EMAIL ADDRESS: noreply@payjunction.com
  5. Create a new unique Login and Password.
    For the LOGIN: Use the same First and Last name listed above, without spaces.
    For the PASSWORD: Use at least 8 characters, with at least one uppercase, one lowercase and one number.
  6. Click the Create button at the bottom of the page to save the new API credentials

III. Create a Hosted Payments Shop

  1. Log into your PayJunction account as an Administrator, go to More, then select Hosted Payments.
  2. On the upper right of the screen click on + New Shop.
    Screen_Shot_2020-02-05_at_11.57.11_AM.png
  3. For the SHOP NAME: Use softbase_name_of_your_location
  4. On the EMAIL NEW ORDERS TO field you can have up to 3 emails (comma separated) to notify you when a transaction is approved.
  5. Check the Email PayJunction Receipt to Customer checkbox.
  6. Click on the CREATE SHOP button at the bottom of the page.
  7. Adjust Hosted Payment Fields:
    1. Click on More, then select Hosted Payments.
      more_hosted.png
    2. Hover over the eyeball for your Shop and click Shop Fields.
      shop_fields.png
    3. Update the fields to - Display  / Hide  / Required  to match the image below:
      HP_Fields.png
    4. Click on SAVE CHANGES.
  8. Adjust the security settings (AVS and CVV) for the Hosted Payment:
    1. Click on More button on the lower left side of the screen.
      more.png
    2. Then click Accounts.
      accounts.png
    3. Select the account you want to work on.
      accounts_select.png
    4. The following steps need to be done for the Hosted Payments.
      AVS-Settings.png
  9. Click EDIT on the right hand side.
    hosted_payments.png
  10. Choose the type of security settings you wish to toggle. We recommend to set you account to Match Zip:
    Match-Zip.png
  11. Click Save Changes.
Note: If your business has multiple location, each of which are using different TIDs (Batches), the entire Step III will need to be repeated for each location, with each Hosted Payment pointing to the appropriate TID.

IV. Save the API in Softbase

  1. Log into your Softbase account as an Administrator, on the Administration tab, click on Company:
    MainAdmin.png
  2. Go to the CC (Credit Card) tab, and type the Login and Password created on step II-5:
    API-Login.png
  3. Copy the URL used for the Softbase mobile App, Paste the value in the API URL Field then click on Add All URLs:
    API-URL.png
    Note: If you don't know the URL for Softbase's mobile App, please contact Softbase.

V. Save the HP in Softbase

  1. On the Administration tab, click on Branch:
    AdminBranch.png
  2. In the Store Name field type or copy the SHOP NAME value created on step III-3:
    SaveHP.png

For additional assistance, please contact PayJunction support: 800-601-0230

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