Forte
Overview
Forte allows you to accept credit cards and ACH / electronic checks in ChargeOver.
Depending on whether you were referred to the Forte payment gateway by the ChargeOver team, or whether you already have your own Forte account that is not through ChargeOver, your setup process will be different.
Steps to Connect
Referred to Forte by ChargeOver
If you were referred to Forte by ChargeOver, all you have to do is enter your Merchant ID provided by Forte into ChargeOver; we will complete the rest of the set up process.
Enter Your Merchant ID
In ChargeOver, go to your Settings and select
Payment Processing Then select
Add or Configure a Payment Method or Merchant Account
- In the "Forte will be set up by..." field, select "ChargeOver will configure and connect Forte for me"
Enter in your Forte Merchant ID
Scroll to the next section and designate which payment types you accept (Visa, Mastercard, ACH, etc.)
Click
Save Settings Contact us and we will complete the setup process for you.
Already Have a Forte Account
If you already had a Forte account before using ChargeOver, please contact us and we can assist you through the process of getting Dex access and getting connected.
Once you have Dex access for your Forte account, you will need to get your
- API Access ID
- API Secure Key
- Organization ID
- Forte Merchant ID
Forte will have provided you your Organization ID and your Merchant ID. To get your API credentials, login to your Forte account.
In Your Forte Dex Account
- Go to
Developer thenAPI Credentials
- Click the
Create button on the API Credentials page
- Fill in the Name field (e.g. "ChargeOver") and select a group or role
- Click the
Create New API Key button
- You will now be able to view your API Access ID and your Secure Key
Now it's time to get your Forte account connected with ChargeOver so you can start processing payments!
In ChargeOver
- Go to Settings then
Payment Methods - Click
Add or Configure a Payment Method or Merchant Account - Choose Forte from the list of payment gateways
- For the "Forte will be set up by..." field, select "Me, I have my API access ID, secure key, and organization ID"
- Fill in your API credentials, merchant ID, and organization ID provided to you by Forte.
- Scroll to the next section and designate which payment types you accept (Visa, Mastercard, ACH, etc.)
- Click
Save Settings
You can now process payments in ChargeOver through the Forte Payment gateway!