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DealerTeam

by DealerTeam

DealerTeam is  integrated with PayJunction. Simply follow the instructions below to connect payFURL with your PayJunction account.

Process Overview

I- Activate Smart Terminals in the PayJunction portal:

II – Create API credentials in the PayJunction portal:

III- Create a Hosted Payments Shop and adjust Settings

IV – Configure PayJunction in DealerTeam:

I- Activate Smart Terminals in the PayJunction portal.:

After activating your Smart Terminal(s), complete the following steps for each terminal that will be used with DealerTeam:

  1. Click the 3-Dots icon, then Edit:

    Edit-ST.png

  2. Configure each smart terminal to: 

    ST-Setting.png

  3. Take Note of the NAME and the SMART TERMINAL ID of each device that will be used at this DealerTeam location. You will need these values later when configuring DealerTeam.

    ST-NickNameUUID.png

    In the DealerTeam metadata file, these values correspond to:

    • NAME: label 
    • SMART TERMINAL ID: smartTerminalId 

II – Create API credentials in the PayJunction portal:

  1. Log in to your PayJunction account as an administrator. 
    Towards the bottom of the left navigation bar, select More, and then click API Credentials.
    More-APICreds.png
  2. In the top-right corner of this view, click the Create New API Credential button.
    CreateNewAPI.png
  3. Enter a First Name, Last Name, and an Email Address.
    To make activity generated through the DealerTeam integration easy to identify in PayJunction, we recommend using the following naming convention:
    • FIRST NAME: "Dealerteam"
    • LAST NAME: Your business or location name. You may abbreviate it if necessary, but do not include spaces.
    • EMAIL ADDRESS: noreply@payjunction.comAPI-Username.png
  4. Create the Username and Password.
    • Usernane: Use the First Name and Last Name entered above, separated by an underscore. For example: DealerTeam_NameOfYourBusiness.
    • Password: Use at least 12 characters, including at least one uppercase letter, one lowercase letter, and one number.
      UserPassword.png
  5. If you have multiple accounts, make sure to assign the permission and DEFAULT to the account that will be used by DealerTeam. 
    accountAccess.png
    Take Note of the IDs of the Terminals that will be used in your DealerTeam location. 
    In DealerTeam's Metadata file, this variables will be named hostedShopId 
  6. Click the Submit button at the bottom of the page to save the new API credentials.

III- Create a Hosted Payments Shop and adjust Settings

  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.
    NewShop2025.png

  3. For SHOP NAME, use the following naming convention: Use DTShop_name_of_your_location. 

    Take Note of each Hosted Payments Shop you create. You will need this value when configuring DealerTeam. In the DealerTeam metadata file, the Shop Name is stored as hostedShopName.

  4. In the EMAIL NEW ORDERS TO field, you may enter up to three email addresses, separated by commas. These addresses will receive a notification when a transaction is approved.

  5. Email PayJunction Receipt to Customer: Select this checkbox for accounts with Surcharge enabled, as DealerTeam does not generate its own customer receipt. For accounts without Surcharge, this setting is optional; however, enabling it for all accounts may simplify the configuration process.
  6. Click on the Submit button at the bottom of the page.
  7. Adjust the Hosted Payment Fields:
    1. Open the three-dot menu for the Hosted Payments Shop you just created, then select Shop Fields.
      HP-ShopFields.png

    2. Configure each field as Display, Required, or Hide to match the settings shown in the image below:

      DT-HP-Fields.png
    3. Click on Submit to save your changes.
  8. Configure the security settings for both PayJunction API and Hosted Payments:
    1. Select More from the navigation menu, then select Accounts.
      More-Accounts.png
    2. Select the account you are configuring.
      accounts_select.png
    3. The following steps need to be done for the PayJunction API and Hosted Payments.
      AVS-Settings.png
    4. Click EDIT on the right hand side.
    5. Configure the desired AVS and CVV security settings. At a minimum, we recommend enabling ZIP Code verification:
      Zip_and_CVV.png
    6. Click Submit to save your changes.

Typically, you will need to complete Step III twice and create two Hosted Payments Shops per location: one for the Terminal (sub-account) with Surcharge enabled and one for the Terminal with Surcharge disabled.

IV- Configure PayJunction in DealerTeam

1- PayJunction configurations Metadata files: 

In most cases, you will need to prepare two configuration files per location: one for the Terminal (sub-account) with Surcharge enabled and one for the Terminal with Surcharge disabled.

If your PayJunction account does not use Surcharge, you only need one configuration file per location.

These files will contain the PayJunction information collected in the previous steps. The example below shows the configuration for a Terminal with Surcharge enabled.

  • Terminal ID: Use the Terminal ID noted in Step II-5 for the corresponding Terminal (sub-account). In DealerTeam, this value is stored as hostedShopId 
  • Hosted Payment shop name: Use the Shop Name noted in Step III-3 for the corresponding Hosted Payments Shop. In DealerTeam, this value is stored as hostedShopName
  • Smart Terminals: Add all physical Smart Terminals used at this location. Use the values noted in Step I:
    • smartTerminalId ("SMART TERMINAL ID" in PayJunction)
    • label ("NAME" in PayJunction) 
  • Defaults: These values do not come from PayJunction and can be left blank. DealerTeam will assign default values the first time each user processes a transaction.

Here is an example of the configuration file:

{
  "hostedShopId": "YOUR_TERMINAL_ID",
  "hostedShopName": "YOUR_SHOP_NAME",
  "terminals": [
    {
      "smartTerminalId": "473c0c2e-2bac-4513-a276-e7d41242b0f2",
      "label": "Location 1 - Front Desk"
    },
    {
      "smartTerminalId": "1da7c13f-4f1e-425c-bddb-0b653e7fab87",
      "label": "Service lane"
    },
    {
      "smartTerminalId": "83c06a47-2cdf-4298-b680-5c164edafc96",
      "label": "Parts counter"
    }
  ],
  "userDefaults": []
}

Note: The same Smart Terminals can be included in both configuration files. However, the Terminal ID and Hosted Payments Shop Name must correspond to the Surcharge or Non-Surcharge configuration.

Once the draft files are ready, log as a System Administrators and Navigate to: 

Setup → Custom Metadata Types → Payment Processor Configuration → Manage Records.
Edit the existing records and replace it with the draft file.

2- Configure Location Services in DealerTeam

  1. Navigate to the Location Record in DealerTeam. 
  2. Open the Location Services tab.
  3. Create a new Location Service Record.
  4. Type a Description.
  5. Select ‘Payjunction’ as the Service Provider.
  6. Enter the API Username and Password (created in Step II) into the Service Provider fields.
  7. Click Save.
NewLocationService.png

Repeat these steps for each Store Location to ensure that each location is authenticated with PayJunction.

3- Configure Dealer Location User:

On each Dealer Location User record, configure the appropriate terminal mapping. At least one of the following fields must be populated:

  • Terminal Configuration Standard: Enter the API name of the PayJunction Standard DMS Record Configuration. 
  • Terminal Configuration Surcharge: Enter the API name of the PayJunction Surcharge DMS Record Configuration.

4- Configure Payment Method

Only one Payment Method is required for PayJunction. If one of the connected terminal configurations is set up to accept a surcharge, populate the fields as follows:

  1. Method Name: Use any descriptive identifier that will be shown to the agent at time of sale (e.g., Credit Card or PayJunction Credit Card).
  2. Method: Set to PayJunction.
  3. Processing Fee Type: Set to Percentage. 
  4. Processing Fee Percentage: Enter the same percentage saved in PayJunction. To find this value in PayJunction, go to More → Accounts → Select Account:
    VT-SurchargeAmount.png

  5. GL Account (optional): If Accounting is enabled and Processing Fee Type is populated, assign the GL Account where the processing fee should post.

    GL-Account.png
  6. Click Save.

Taking a Payment with the Smart Terminal:

If you have additional questions, please contact our support: