AUTOMATIC ACCOUNT UPDATER FOR CREDIT CARDS |
Updated cards are retained in CRM. Updated cards are also pushed to some gateways: Stripe V2, Auth.net, NMI (if customerVault is enabled), Verifi (if customerVault is enabled), Braintree (if vault is enabled), FluidPay, and BlueSnap |
To Activate the plugin, go to CRM → Admin → Plugins → Data Sources and select the FluidPay Account Updater tile.
Select ‘Activate’
Enter the information for one of your gateways
RatePerCardUpdate - (View Only) This plugin is $1.50/successful card update.
LegalBusinessName
LegalEntityName
MCC - Merchant Category Code
Website - Merchant website
AutoCancelSubscriptions: Cancel subscription when an Account Closed card update is received AutoCancelContact: Cancel subscription when a Contact Card Holder card update is received |
Click Connect and sign the agreement.
Step 2: Go back and edit the plugin, Press Update
Once you connect the plugin initially, you must edit the plugin and and click ‘Update’. |
There is an option on the plugin to automatically cancel subscriptions that receive an Account Closed update. The subscription is put into “cancellation scheduled” status, to be fully cancelled prior to the scheduled billing. Use the AutoCancelSubscriptions checkbox. |
Once FluidPay is activated you will see the MerchantAPI_Key and Enrollment Status will populate. When the Enrollment Status shows as Approved, card batches will be sent to FluidPay 7 days prior to the rebill date.
In CRM → Reports → Payments → Account Updater
Active Batch:
The Active Batch tab will display card batches that are in progress.
By Card:
The By Card tab will show you the updates that have been made with the following details:
Source: FluidPay
Data Submitted: The date the update was requested
Date Processed: The date the update or the status was completed.
Batch: The batch the card was sent for update.
Account: The updated card last 4 or the old card, which was not updated last 4.
Update Type: The type of update which occurred -
Account Number - Account Number Updated
Expiration Date - The Expiration Date was Updated
Account Number & Expiration Date - Both Account Number and Expiration Date were updated
Customer: The Customer whose card is being updated
Revenue: This represents the amount of revenue billed on the new card. If the account has not billed since the update, then this column will be blank.
Note that the By Card tab allows a filter by Update Type
By Batch provides the following details by Batch Number:
Source: FluidPay
Data Submitted: The date the update was requested
Date Processed: The date the update or the status was completed.
Batch ID: The batch the card was sent for update.
Attempted: The number of cards which qualified for the batch.
Billable: The number of accounts which were updated and subject to the Rate per Card Update.
Updated: The number of billable cards which were updated.
Closed: The number of cards which have been closed and could not be updated.
CCH: Contact Card Holder - This status is when the card could not be updated and follow up is required with the customer to ensure accurate payment details are on the account.
Revenue: The amount of revenue billed for that batch of updated cards.
Overall provides a summary of the cards which have been updated along with the revenue they represent based on the date filters selected.
*Note: The rate per card update is applied to the following update statuses:
Account Number - Account Number Updated
Expiration Date - The Expiration Date was Updated
Account Number & Expiration Date - Both Account Number and Expiration Date were updated
Contact Card Holder
Account Closed