Konnektive CRM
You can easily connect your TCB Pay account to your Konnektive CRM account. However, to ensure this process is completed correctly, Konnektive strongly recommends all clients to reach out to their assigned account manager, before activating and testing the gateway.
For detailed instructions and additional support, please refer to the dedicated Konnektive help page.
Navigate to Gateways → Gateway List and click the green + Category button.
In the pop-up box, enter the new category name and click Create Category.
Once categories are created, use the Category dropdown at the top of the Gateway List to filter for a specific category.
Navigate to Gateways → Gateway List and click the smaller green + button.
Enter Gateway Information in the General Details Section:
- Title: A name or identifier for the gateway.
- Category: Select the appropriate category for the gateway.
- Gateway: Choose TCB Pay as the gateway.
(Optional) Add Customer Service Information:
- Phone #: Customer service number for gateway-related inquiries.
- Chargeback #: Contact number for chargebacks.
- Email: Customer service email address.
- URL: Support web page for the gateway.
(Recommended) Enter Limits for the Gateway:
- Monthly Cap: Total processing volume allowed per month.
- Default: Gross billings only (ignores refunds).
- Optional: Include refunds for net billings (enable by checking Include Refunds).
- Discount Rate: Percentage of volume taken by the bank for every sale.
- Reserve Rate: Percentage of billings kept by the bank in a rolling reserve.
- Transaction Fee: Flat fee charged per transaction.
- Chargeback Fee: Flat fee for each chargeback.
- RDR Fee: Flat fee for RDR refunds (see RDR for details).
Select Additional Options:
- Enabled: Allow or block sales on this gateway.
- Block Prepaid Cards: Prevent prepaid cards from processing (if checked).
- Block Debit Cards: Prevent debit cards from processing (if checked).
- Direct Cascade Profile: (Optional) Cascade profile to retry soft-declined transactions (see Cascade Profiles for more details).
Choose Accepted Payments:
- eCheck: Check if eChecks are supported.
- Mastercard, Visa, AmEx, Discover: Check supported card types.
Enter Gateway Details:
- Descriptor: Provided by the merchant provider.
- MID #: Merchant ID number.
- Processor: Payment processor.
- Merchant Category Code: Merchant category code.
- Acquirer Bin: Acquirer bin number.
Review all information carefully before creating the gateway.
When finished, click the green Create Gateway button to save the configuration.
The instructions above were taken from the dedicated Konnektive help page. If you encounter any issues or need further assistance:
- Contact your Konnektive assigned account manager (RECOMMENDED).
- Use the live chat feature in the Konnektive portal.
- Submit a ticket via the Konnektive support system.
- Check the Konnektive help page for more detailed guidance.
