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How to Setup your TSYS Account

Overview

TSYS, previously Cayan, is a credit card processing company that integrates with StudioCloud. StudioCloud's integration with TSYS allows you to process a credit card and save it for a future transaction.  In addition, you can send a request by email to your clients for an ePayment.

How to Get A TSYS Account

Click here for information on how to get a TSYS account

Invoice/Order Number Limitation

Please note, there is a restriction on the length of the invoice/order number when processing transactions with TSYS.  The invoice/order number must be 1-8 characters long.

How to Setup Your StudioCloud Account with your TSYS Credentials

  1. Go to the Settings component
  2. Click the Settings tab
  3. Click the Manage Credit Card Settings button
  4. Find and edit the credentials you have setup previously or click the New button
  5. Select the option TSYS from the drop down box
  6. Enter your TSYS credentials (Name, Site ID, and Key) exactly as they were sent to you including spaces and dashes
    1. If you have a TSYS Genius Device please see the instructions below under the heading "How to Setup Your Genius Device"
  7. Click the Save button
  8. After you go through a successful sync cycle, you may begin processing credit cards

What are each of the Credit Card Fields?

  • Processor
    • This combo box lets you select your desired credit card processor
  • Terminal Name
    • This is a unique name that you decide on that is only visible to you. If you only have one set of merchant account credentials you can just enter the name of the processor in this field. If you have multiple merchant account credentials, which is common, then you would want to enter a unique terminal name for each one.
  • Account Default
    • If this checkbox is selected then this merchant account will be used for processing credit cards in the studiocloud program
  • ePayment Default
    • If this checkbox is selected then this merchant account will be used for processing credit cards online. For example, in CloudBooking forms or when a customer pays for an invoice balance due online
  • Allow Duplicate Transactions
    • If this checkbox is not selected then you will not be able to process multiple credit card payments of the exact same amount for the same client within a few hours of each payment. This is to prevent accidentally charging a client for a payment that was already made. However, if you do sometimes change a client the exact same amount then you do want to select this option
  • Name
    • This field is your business name and it must be entered exactly as given to you by your merchant provider. 
  • Site ID
    • This field is given to you by your merchant account provider
  • Key
    • This field is given to you by your merchant account provider
  • Web API Key
    • This field is given to you by your merchant account provider
  • No Swiper
    • If you will be manually entering in credit cards then use this option
  • USB Swiper
    • If you will be swiping credit cards using a USB credit card swiper then use this option.
  • Genius Swiper
    • If you will be using a genius credit card swiper using this option

Where do I find my TSYS Credentials?

When you signed up with TSYS you should have received an email that included your Site ID, Key, and Name.  If you did not receive that email then please contact TSYS at 1.800.498.0823 and inform them that you need your Site ID, Name and Key for use within StudioCloud.

How to Setup A USB Credit Card Swiper

Simply plugin the USB credit card swiper to set it up. There are no additional required steps.

How to Setup Your Genius Device

  1. Plug in the Genius device and connect the Ethernet cable as described in the TSYS documentation
  2. Once the Genius device has started press the 0 key three times and enter the password in your Genius documentation
  3. In the administration screen you should see the serial number and the IP Address.  Write down both of these pieces of information
  4. Press the X button on the Genius device to exit the Administration window
  5. Use the instructions above ( How to Setup Your StudioCloud Account with your TSYS Credentials )to setup your account in StudioCloud
  6. When setting up your TSYS credentials you can enter either the Genius device IP Address or Serial Number that you wrote down in step 3 above
    1. If you enter the IP Address then you will want to make sure that your network is setup so that the Genius Device has a static IP Address so it doesn't change
    2. If you enter the Serial number then you will need to follow the instructions below to finish the setup of your device
  7. Click the Save button

Additional Setup Instructions for Using the Serial Number (Genius Device Only)

  • To use the serial number to connect to the Genius device your computer needs to be able to use mDNS.  If you are on a Windows machine you must install Apple's Bonjour product which can be downloaded from https://support.apple.com/kb/DL999?viewlocale=en_US&locale=en_US  If you already have Apple iTunes installed then you likely already have the Bonjour software.
  • When connecting to the Genius device using the serial number the connection is made using SSL.  However, to make this connection you will need to make sure you install the Cayan security certificate.  Please download the certificate from http://cayan.com/getmedia/07636ee1-6900-4655-81f5-cce89cb8c0ff/Cayan.crt Once you have downloaded the certificate double-click the certificate file.  On a Mac computer the certificate file should be placed automatically in your keychain.  On Windows computers go through the steps and make sure you select the Trusted Root Certificate store.