EzyVet

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EzyVet
is already integrated with PayJunction. Simply follow the instructions below to connect EzyVet with your PayJunction account and Smart Terminal.

Process Overview

I. Activate PayJunction Smart Terminal (in PayJunction)

II. Create PayJunction API Credentials (in PayJunction)

III. Create a Hosted Payments shop (in PayJunction) 

IV. Save the PayJunction API Credentials (in ezyVet)

V. Save the Hosted Payment (in ezyVet)

VI. Save the Smart Terminal (in ezyVet)

VII. Configure ezyVet Payment Methods (in ezyVet)

VIII. Turn the Integration On (in ezyVet)

 

I. Activate PayJunction Smart Terminal

Instructions to activate PayJunction Smart Terminals can be found here:

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 ezyVet, please use the following naming convention:
    • FIRST NAME: ezyVetAPI 
    • 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 EV_name_of_your_location, (EV stands for ezyVet). 
  4. Change the METHOD from GET to POST.
  5. Click on the CREATE SHOP button at the bottom of the page.
Note: If your business has multiple location, each of which are using different TIDs (Batches), the entire Step III and V will need to be repeated for each location, with each Hosted Payment pointing to the appropriate TID.

IV. Save the PayJunction API Credentials in ezyVet

  1. Log into EzyVet and click on the Admin tab.
    0-Admin.png
  2. On the dropdown menu, click on Products or the arrow pointing down, and choose Integration.
    1-Integrations.png
  3. On the right search field, type PayJunction and Click on PayJunction API on the dropdown list:
    3-PJ_API.png
  4. On the following screen:
    3-Integration-TypeAPI.png
  • Select the Division you want that integration available for.
  • Type in your API credentials (Username and password) then click on: 
    TEST API CREDENTIALS.
  • You should see on the bottom left of the screen a SUCCESS pop-up message confirming your API credentials are correct. Once you see that message click on SAVE.
    API-Validated.png
    If you have multiple Divisions, EzyVet allows you to save individual API credentials for each Division.

V. Save the Hosted Payment shop in ezyVet

  1. On the upper left part of the screen click again in Integrations to get a New blank Integration Tab:
    2-Integration-Integration.png
  2. On the search field, type PayJunction and Click on PayJunction Hosted Payment on the dropdown list:
    4-HP.png
  3. From the second drop down field click the magnifying glass and choose the Division.
  4. Click on the magnifying glass of the API field. The API credential that you saved on the previous step (IV-4), should be clickable on the dropdown list:
    5-HP-api.png
  5. In the field called Store name, type in the Hosted Payment Shop name created on step III-3:
    Screen_Shot_2019-05-13_at_8.32.36_AM.png
  6. Click on TEST STORE, when you see the "Store name seems to be valid" confirmation message, hit SAVE at the top:
    6-Test-HP.png
  7. Turn the Prompt before asking customer card details switch to No.
Note: If your business has multiple location, each of which are using different TIDs (Batches), the entire Step III and V will need to be repeated for each location, with each Hosted Payment pointing to the appropriate TID.

 VI. Save the Smart Terminal in ezyVet

  1. On the upper left part of the screen click again in Integrations to get a New Integration Tab:
    2-Integration-Integration.png
  2. On the search field, type PayJunction and on the dropdown list, click on the option that simply says PayJunction:
    7-ST.png
  3. From the second drop down field click the magnifying glass and choose the Division.
  4. Click on the magnifying glass of the API field. The API credential that you saved on the previous step (IV-4), should be clickable on the dropdown list:
    8-ST-api.png
  5. On the next field, called Smart Terminal ID, you should have a dropdown with the list of Smart Terminals activated on step I. Select the Terminal you want to connect to your ezyVet account.
  6. On the next field, called Terminal ID, you should have a dropdown with the list of Terminals IDs (TID or Batches) that you have in your PayJunction account. Select the TID you want the funds processed through for that Smart Terminal. If you are in a multi-accounts, multi-locations situation and need to see what TIDs you have in PayJunction, log into the PayJunction portal as an Administrator and go to: More > Accounts.
  7. In the Terminal Name (to display in ezyVet) field type the same name you assigned used when you activated the device in PayJunction (step I). 
  8. Click on TEST TERMINAL. 
  9. When you see the green pop-up confirming a test payment was sent to the terminal, hit SAVE at the top of the tab:
    9-ST_Ok-Save.png
Note: If your business has multiple Smart Terminals, the entire Step VI must be repeated for each device.

VII. Configure ezyVet Payment Methods

This step will determine the appearance of the New Payment screen, used by your staff to collect funds of an invoice. This step needs to be repeated slightly differently for each Payment Method. Most accounts are usually setup with at least the following Payment Methods:

  • "ACH": for keyed eCheck transactions.
  • "Manual" or "Keyed": for keyed-in credit cards transactions.
  • "Credit Card": for credit cards processed using the Smart Terminal. 

Note: Certain merchants opt to create additional Payment Methods to further distinguish transactions by card brand (Visa, Mastercard, American Express, Discover), locations or simply manually adjust customer ledgers (if a transaction is processed outside of ezyVet).

  1. On the top right drop-down menu, select Financial:
    10-Admin-Fin.png
  2. Click on Payment Method:
    11-PaymentMethod.png
  3. Fill in the Payment Methods fields.

12-PaymentMethod-Details.png
Depending of the Payment Method Type, we will have to adjust the highlighted fields according to the table below:

Payment Method Type Name Use Payment Terminal Uses Keyed Transaction Uses ACH Limit Access by Department
ACH  Type desired Name OFF     ON  
Keyed Type the desired name  ON   Click on the Magnifying Glass to find the HP OFF Yes: Select from list and add "+"
Smart Terminal Type the desired name  ON  (leave blank)  OFF  

VIII. Turn the Integration On 

This is the only step that needs to be repeated by all staff members, and that does NOT require Administrator access. 

  1. On the upper right of the screen, click on the credit card machine icon:
    13-CCMachine.png
  2. For each of the 3 dropdowns, select the appropriate value for that location. 
    14-UserDropdown.png
  3. Click in UPDATE.

BROWSER SETUP INSTRUCTIONS

For Keyed in transactions, EzyVet needs to load PayJunction's Hosted Page inside a Pop-Up.
By default, most browsers prevent Pop-Ups, so you will need to adjust the settings to allow Pop-Ups on your browser.
Here are the instructions for all the widely used Browsers:

Chrome:
https://support.google.com/chrome/answer/95472?co=GENIE.Platform%3DDesktop&hl=en

Firefox:
https://support.mozilla.org/en-US/kb/pop-blocker-settings-exceptions-troubleshooting

Internet Explorer:
https://support.microsoft.com/en-us/help/17479/windows-internet-explorer-11-change-security-privacy-settings

Edge:
https://support.microsoft.com/en-us/help/4026392/windows-block-pop-ups-in-microsoft-edge

 

Contact

Support: https://www.ezyvet.com/support/

Phone Support: 1 844 439 9838

 

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