Syncard installation & user guide

Values for CardConnect, Site URL, and script parameters come from Salora for each account. This page is the path through NetSuite, not a substitute for those credentials.

01

Preparation & installation

Prepare the instance so credit card payments and payment instruments are on, then install the bundle. Installation usually takes 5–10 minutes.

• Go to Setup > Company > Enable Features > Transactions and turn on Credit Card Payments and Payment Instruments.
• Go to Customization > SuiteBundler > Search & Install Bundles.
• Search for [Salora] CardConnect Invoice Bundle and install it. Wait until the install finishes.
• Confirm CardConnect as a payment method under Setup > Accounting > Accounting Lists, with Type set to Payment Method.

02

Subsidiary setup

CardConnect has to be configured on the company or on each subsidiary that will take payments.

• Non-OneWorld: Setup > Company > Company Information. Enter the CardConnect values Salora provides.
• OneWorld: Setup > Company > Subsidiaries. Edit each subsidiary that will process payments and enter the same CardConnect values.

03

Script parameters

Custom preferences keep the hosted page and authorization scripts from failing silently.

• Go to Setup > Company > General Preferences and scroll to Custom Preferences.
• Enter Site URL, CSURL, Authorization, and Content-Type using the values Salora provides for that account.

04

Roles & permissions

Users who take payments need edit access on payment instruments. Customer records need a payment method on file.

• Setup > Users/Roles > Manage Roles. Grant at least Edit on Automated Clearing House, Payment Card, Payment Card Token, and Payment Instruments.
• On the customer record, open Financial and add a payment card or ACH instrument before sending a Pay Now invoice.

05

Using Syncard

Transaction type decides whether you authorize now, capture now, or send the customer to the hosted payment page.

• Sales order: on the Billing subtab, set the payment method to CardConnect and choose the authorize operation when you are not capturing funds yet.
• Invoice: save and approve so Syncard can send the hosted payment page link. When the customer pays, NetSuite marks the invoice paid.
• Cash sale: capture immediately at the point of sale.
• Customer payment: set CardConnect on the Payment Method subtab and use Capture only for previously authorized amounts.
• Cash refund: CardConnect with Refund only for a transaction already captured.
• Customer refund: Transactions > Customers > Issue Customer Refunds, then set CardConnect and the refund operation.

06

Payment events & monitoring

Use the custom records to confirm CardConnect events posted and that Syncard is talking to the processor.

• Customization > Lists, Records, & Fields > Record Types > CardConnect Payment Event > List.
• Customization > Lists, Records, & Fields > Record Types > CardConnect SynCard Integration > List.

Need the bundle installed in a sandbox first? Request a walkthrough.