Basic Setup - X-Charge

Basic Setup - X-Charge

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If using X-Charge for your processing software, you should use their "XpressLink" interface method. The "X-Charge (legacy)" option is available if needed for old installations, but this does not meet PCI compliance standards. XpressLink MUST be used if you are processing debit cards with a PIN pad, and is also required for processing in Canada. Some other unique features when using XpressLink are:

·	Requires that X-Charge be installed on each computer, not just the master.

·	Supports Verifone PIN pads and combination swipe/PIN pads for debit card processing.

·	Allows swiping the card after clicking the "Process" button, which adds a layer of security by keeping the full card information outside of Campground Master. This also means you can't view the card information, however you can still add additional charges to the same card later if needed.

IMPORTANT: You must use the "Open Integration" version of X-Charge, not the "Secure" version -- otherwise, you will get an "invalid card" error when you try to process cards. (The Secure version does not accept credit cards from outside applications to maintain security, however since Campground Master is PCI compliant then it's safe to use the Open Integration version.) If you're not sure which one you have installed, contact X-Charge.

X-Charge XpressLink Setup

Here are the steps for setting up for use with X-Charge XpressLink. Note that this must be done on each computer -- settings are workstation-specific.

1.	In Campground Master, go to Maintenance / Credit Cards / Processing Setup, and check the "Enable..." box

2.	Select "X-Charge XpressLink" for the type of processing software used.

3.	Click the XpressLink Options button, and verify the X-Charge Executable file setting. This is usually "C:\Program Files\X-Charge\XCharge.exe", but in rare cases it may be different. The other options here should be left as the defaults. Click Save to return to Processing Setup.

4.	Select the type of Swipe/Pinpad hardware present.

5.	Click the "Debit Options" button, and set the preferences accordingly.

6.	Set other options as desired in the Credit Card Processing Setup dialog (see Processing Setup Options).

Important: When using XpressLink, the X-Charge terminal window (sometimes called the X-Charge "client", or just "X-Charge") cannot be running -- otherwise it will block Campground Master's interface. If you get a time-out when trying to process cards, check to make sure that the X-Charge Server is running but not the X-Charge terminal window.

X-Charge (legacy)

IMPORTANT -- Because this method writes unencrypted card data to the hard drive momentarily, it does not meet PCI compliance regulations. This method is unsupported and should not be selected for a new install. If details are needed then refer to older versions of the software manuals.

XpressLink Options Dialog

Various XpressLink options are accessed through Maintenance / Credit Cards / Processing Setup, and clicking the "XpressLink Processing Options" button (only available if "X-Charge XpressLink" is selected as the processing software used).

Reset to Defaults -- Clicking this will reset all settings on this page to the defaults, except for critical entries like the merchant ID's, User ID,and Password.

Allow "Process without swiping/entering cc info first -- If this option is enabled, then you can click the Process button without entering card information or swiping a credit card first. This is more secure in general, however this also means that Campground Master will never see the full card number or expiration date. That information is stored in X-Charge. You will still be able to process additional charges to the same card later (an X-Charge ID is used to reference the card information).

Merchant ID's -- These should be left blank, unless you've specifically set up separate merchant accounts with CAM Commerce for swiped vs. non-swiped cards. Note that if ID's are entered in X-Charge's own setup, these ID's will be ignored.

User ID needed / Password ID needed -- For PCI compliance, these fields should be enabled and set accordingly for your X-Charge login. Be sure that you're not still using the default login, and be sure to change it at least every 90 days (in X-Charge as well as in the settings here).

Other settings -- The remainder of the settings on this dialog should only be changed if directed by support staff. Changing them may keep the processing from functioning properly!

Page URL http://CampgroundMaster.com/help/basicsetup_x_chargexpressl.html

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