Setup to PayTrace - Trace AR for Acumatica
Step 1: Downloading the PayTrace Package
In the search box at the top, type "Customization Projects" and open the screen.
Use the "Import" button to upload the necessary
.zipfile containing the customization project.Select the checkbox next to the file name you just uploaded, and then click "Publish".
A validation process will begin. Once it is complete, a pop-up window will appear. Click "Publish" again.
After the process finishes, the site will reload, and the changes will be applied.
Click the “Close Compilation pane” button the site will be reloaded and all changes will be already applied.
Step 2: Creating a Production API User in PayTrace
For security and to prevent integration issues, PayTrace recommends creating a dedicated API user for your integration. API users can only communicate via the API, and their passwords do not expire, so you will not have to worry about losing connectivity every 90 days.
Please ensure the API user's password does not contain any special characters.
Step 3: Configuring the PayTrace Processing Center in Acumatica
In the top-left search bar, search for and select "Processing Center".
Set the "PayTrace" processing center to "Active".
Double-click "PayTrace" to open the configuration settings.
Fill in the following details:
Field | Description |
Payment Plugin | Ensure this is set to NOT |
Allow Saving Payment Profiles | Enables the ability to save customer/payment profile information. |
Synchronize Deletion | When a customer is deleted in Acumatica, their customer and payment information will also be deleted from PayTrace. |
Accept Payments from New Cards | Allows payments from new cards. |
Allow Unlinked Refunds | This must also be enabled on the PayTrace side if you enable it here. |
ERREMAIL | The email address that will receive notifications when errors occur. |
INTID | This will always be |
Logging | We recommend enabling this to create detailed logs for troubleshooting. |
MERCHID | Your PayTrace Merchant ID. |
PASS | The password for the API user you created in PayTrace. |
PROTECTSRC | Production: |
SETTLEEACH | Automatically settles transactions as they occur. |
URL | Production: |
USER | The username for the API user you created in PayTrace. |
After entering all the information, select "Test Credentials" to confirm that your username and password are correct.
Once the test is successful, you must "Save" the page before navigating away from it.
Now that PayTrace has been added as a payment processor, you'll need to add it to your customer profiles.
Step 4 (Optional): Adding Trace ACH
If using Trace ACH, the user will also need to add that in the PAYMENT METHODS tab
Click on the PAYTRACE Payment Method
Click the “+” icon
Enter details as shown (The Payment Method ID can be whatever the merchant wants it to be, as long as they know it’s for ACH)
Note: Means of Payment must be set to Credit Card in order for it to process through the PayTrace gateway. Select “Is ACH Method” so that this payment method will give the user the ability to enter ACH details instead of credit card details
Now that we’ve added PayTrace as a Payment Processor for the merchant, you’ll need to add the PayTrace Payment Processor to customers. Please see https://paytrace.atlassian.net/wiki/spaces/PM/pages/3705045037 for further details.