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Procedure

Learn how to set up and configure a CardConnect gateway instance in your payment settings.

Take the following steps to set up and configure a CardConnect gateway instance:

  1. Click your username at the top right and navigate to Settings > Payments > Setup Payment Gateway .
  2. On the Configure Gateway Instance tab, select CardConnect from the Gateway Type drop-down list.
  3. Click Create Gateway .
  4. Complete the information for the gateway instance. See below for more information on the fields. Note that all the configuration fields do not support the vertical line character "|". For password fields, if your gateway assigns a password containing this character, Zuora will display a validation error. To resolve this issue, contact your gateway provider to request a new password without the unsupported character.
  5. Click Save Gateway Information after entering the necessary information.