Fiserv (formerly Clover Connect) is a merchant services provider that CoreBridge partners with, allowing you to process credit card transactions directly through the CoreBridge interface. Integration with Fiserv will also allow your customers to pay directly through their customer portal.
This article covers the following topics:
Once your CoreBridge system is integrated with Fiserv, we recommend you process all credit card transactions through CoreBridge as a credit card (online) and discontinue using your previous processor.
Please review the following support article carefully: Credit Card Transactions - Offline vs. Online
Benefits of Integrating with Fiserv
- By integrating with Fiserv, you will avoid duplicate data entry between your credit card machine and CoreBridge, speeding up workflow.
- Because CoreBridge is cloud-based, you can accept credit card payments anywhere that you have access to the internet.
- Fiserv is very competitive on pricing and will match the rate of your existing merchant provider (if it is lower than Fiserv's published rate).
- You can securely store customer credit card information in the system while maintaining PCI-DSS compliance. For more details, please contact Fiserv.
- For more information: Fiserv - FAQ for Online Credit Cards
- Your customers can make payments directly through their CoreBridge Customer Portal.
Signup and Activation
You can initiate the Fiserv integration process within your CoreBridge system by navigating to Management Module > Global Settings > Services > Merchant Enrollment. You can also visit the following website: CoreBridge | Fiserv.
If you have multiple locations in CoreBridge, you can request Fiserv provide you with separate integration information for each location. This would allow you to control deposits by location.
The use of external terminals or credit card machines is not required for the integration. Payments can be entered directly into your CoreBridge system. If you are interested in having a separate external terminal, please reach out to Fiserv.
IMPORTANT NOTE: We recommend that you reach out to start the enrollment process with Fiserv about two weeks prior to needing to process credit card payments. This is generally two weeks before you Go Live with CoreBridge. This ensures that you allow adequate time for completing the paperwork and obtaining any additional documentation that may be needed by the banks, government, etc.
Once the signup process is complete, Fiserv will notify our staff and we will finalize the integration. We will notify you via email when the integration is complete. Once integrated, you can start processing credit card payments through Fiserv / CoreBridge immediately!
Key Concepts
After integrating, the option to enter credit card (offline) transactions may be disabled in your system. We recommend you process all credit card transactions through CoreBridge as credit card (online) and discontinue using your previous processor.
Please review the following support article carefully: Credit Card Transactions - Offline vs. Online
WARNING: Changes made in the Fiserv portal (CardPointe Portal) are NOT synced to CoreBridge. All transactions should originate in CoreBridge. Do NOT enter payments, process refunds, or edit transactions through the Fiserv Portal. If you do process a transaction through the Fiserv Portal (CardPointe Portal) without specific instructions from CoreBridge Support, you may be billed for any data corrections necessary inside CoreBridge.
Credit Card Surcharges
Fiserv offers credit card surcharges for businesses connected through the CardPointe Gateway. Your MID must connect through CardPointe Gateway for surcharges to work. For multiple locations, you will need to enable surcharging for each unique MID and for each CoreBridge location.
To begin the enabling process, you must first reach out to Fiserv to turn on surcharging for your MID(s). Once this has been completed, you will need to enable and verify in CoreBridge for each of your locations. To do this, navigate to Management Module > Services, click on Manage Settings for Fiserv, then Get MID Info button. When enabling has been completed successfully, you will see a confirmation display, information confirming the MID, along with the percentage.
Support
If you receive an error while processing a payment or refund in CoreBridge, please email [email protected].
NOTE: Any error codes you receive can likely be researched with a quick Google search. The error codes we use are industry standard and may indicate things like “Do Not Honor” or otherwise.
For all other questions regarding Fiserv (such as billing or account questions), please reach out to your Fiserv sales representative. You may also contact Fiserv via phone at 877-828-0720 or visit their website: support.cardpointe.com