This section describes how to integrate and use Authorize.net with Q360 for the purpose of credit card processing

Prerequisites

• Make sure that Director is configured.  For more information, see the topic Director Setup
• An authorize.net user account for generating the required API key
• ConfigItem SHOWBETAAPICREDITCARD has ConfigValue1 set to “ON”
• Authorize.net portal set to Live Mode (for production environments).  For non-production environments, do NOT set Authorize.net portal to Live Mode

Generate an API key

To configure the settings in Q360, you must first obtain an API key. To do this, complete the following steps:

1. Go to the Authorize.net website and log in with your account credentials
2. Go to the ACCOUNT section
3. In the Security Setting section, click API Credentials & Keys
4. Click the New Transaction Key button, then Submit
5. You may be prompted to verify your identity using a PIN that will be sent by email. Confirm and navigate to the page where the API key is provided
6. Copy the API key as well as the API ID information. You will need this information to enter into Q360

For more information about this process, see the official instructions on the authorize.net page “How do I obtain my API Login ID and Transaction Key?”

Configure the API in Q360

To setup credit card processing in Q36o, complete the following steps:

1. Go to Maintenance > API Configuration
2. Click the Credit Card tab
   Note:The visibility of this tab is dependent on the SHOWBETAAPICREDITCARD config item having ConfigValue1 set to “ON”
3. Click the EDIT icon in the grid, then click the ADD icon.  A new editable row will appear
4. Enter the following details:
   • Company No – The company number for your entity. Typically this is 01 unless you have a multi-company setup.  This information is also available in Accounting > Admin > Company Setup
   • Max Amount – The maximum amount that can be charged per Invoice
   • API ID – The ID obtained from Authorize.net
   • API Key – The key obtained from Authorize.net
   • EndPoint – The URL for API end point.  For production and non-production environments, this is:  https://api.authorize.net/xml/v1/request.api
   • Service – Enter AuthorizeDotNet
5. Click the Save icon

See Authorize.net Testing Guide for information on sandbox accounts and test card numbers