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AffiniPay Configuration

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John Mackenzie
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This is an overview article for initial configuration of AffiniPay for use. Please make sure to speak with your implementation team regarding activation of optional AffiniPay features, such as Credit Card Processing Fee and ACH Payments. Once the contract is signed, the implementation team will activate the feature for configuration.

 

Step 1: Connect to AffiniPay

Global Settings -> Financial Management -> Connect with AffiniPay
 
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  • To activate the AffiniPay connections, click on Connect With AffiniPay link
  • A new page/tab will open to AffiniPay login screen:
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  • Log in with your AffiniPay credentials.  (This can be done by anyone with access to the AffiniPay account.)
  • Click on Authorize.

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  • Copy the Authorization code

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  • Return to A2Z system tab in your browser, paste the Authorization Code, and Save.

Step 2: Configure the AffiniPay account for each Event

If you have access to Event Configuration: go to Events > Event Settings > Event Configuration.  Click on the AffiniPay Payment Gateway Configuration link.
 
If you do not have access to this screen, locate your internal admin user who will either give you the necessary permissions or perform the steps for you.

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  • Account Type allows switching between Test and Live accounts.

    Test accounts must be configured separately by your AffiniPay account team.  It is recommended that the payment portal is tested in live mode and transactions are refunded, as this can test multiple aspects of the system, including correct depositing.
     
  • Select the appropriate accounts
  • Saving the form activates the account for this event

    If another payment gateway had also been configured for this event in the past, a warning will appear:
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Step 3: Configure the Credit Card Processing Fee

If you will be collecting Credit Card Processing Fees from exhibitors, go to Events > Financial > Settings > Credit Card Processing Fee Configuration > check the 'Active' check box and enter the 'Percentage' you want to charge exhibitors for their Total Order Amount. 

 

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The changes to Credit Card Processing Fees are logged.

Step 4: Notify your implementation team when Affinipay Setup is Complete

There are additional configurations that will need to be applied to your Online Exhibit Contract, Online Sponsorship Sales Contract and Add-Ons page (if applicable).

If you would like to take ACH payments, your implementation team will need to activate the feature for initial use; once it is configured within the system, it can be enabled for individual events in Event Configuration.  This will enable it to function automatically on the public site's My Account page; all online sales pages should be tested and may require additional configuration by the implementation team.

 

Step 5: Testing

 

It is recommended that you run at least one transaction in Live mode to ascertain that the funds are deposited as expected.

Testing credit card - Test Mode

  • Choose or create a test company - do not use a real exhibitor or your organization's own record for testing.
  • Add an Order to ensure there is something to pay against
  • Online Credit Card payments can be tested in GlobalAdmin, by going to the company's Payments screen. 
    • In test account mode, you may use the following credit card: Visa, with number of 4111111111111111 -  4 and 15 1s - with any CSV, any future expiration date, and any data in the address fields).
  • To clean up the financials you may delete the test company record
 

Testing credit card - Live Mode

  • Choose or create a test company.
  • Add an Order to ensure there is something to pay against. 
  • Online Credit Card payments can be tested in GlobalAdmin, by going to the company's Payments screen.  Add a $1 transaction in Online Credit Card mode using a real credit card.
  • The transaction may take up to 2 business days to be deposited.
  • When you have ascertained that the funds have posted correctly, you may add a payment in the amount of -1 of type Online Credit Card Refund to reimburse yourself.

Testing ACH

  • To test ACH payments you will need to log into the public site My Account page, as that payment method is only available there. 
  • Add an ACH payment to the test company.
  • Once it has been deposited, you may add a negative Online ACH Refund payment in GlobalAdmin to reimburse yourself.

  • If ACH Test Mode is used, you can use any account number and routing numbers 000000000 or 000000013.

Step 6 - Change between Test and Live Accounts

If you have access to Event Configuration: go to Events > Event Settings > Event Configuration.  Click on the AffiniPay Payment Gateway Configuration link.
 
If you do not have access to this screen, locate your internal admin user who will either give you the necessary permissions or perform the steps for you.

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Change Account Type between Live and Test
 
Select the appropriate account from the dropdowns
 
Click Save
 
If, after switching, there is no account to select in one of the dropdowns, reach out to your AffiniPay representative to make sure the account is activated.
 

How to Disconnect from AffiniPay

Click the Disconnect from AffiniPay link.

Note: this will impact all events.

 
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Affinipay Support Contact Info

 
 
 

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