CardSync
To Activate the plugin, go to CRM | Admin | Plugins | Data Sources and select the CardSync tile.
Select ‘Activate’
Connect
RatePerCardUpdate - (View Only) This plugin is $1.50/successful card update.
Merchant Legal Business Name
MCC - Merchant Category Code
Website - Merchant website
Terms of Use - read the Terms Of Use. Scroll to the bottom and agree to the Terms Of Use.
Once the details are configured in the CardSync plugin, select Connect. The next step is to Update the CardSync plugin.
Select the CardSync tile in your enabled plugins list and ‘Edit’
Update
Once you connect the plugin, you must select ‘Update’.
An enrollment request will be sent to CardSync. Once the application has been received, the plug in will go into ‘Pending Activation’
*Important: Activation (underwriting) usually takes 14-20 business days. There is variation due to the need to get responses each card brand. Card updates will begin when your account is activated.
Once CardSync is activated, card batches will be sent to CardSync 7 days prior to the rebill date.
Account Updater Report:
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: CardSync
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.
By Batch:
By Batch provides the following details by Batch Number:
Source: CardSync
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.
CCS: 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:
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