Setting up your Barclays SmartPay Gateway

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To add your Barclays SmartPay Gateway account to your database, you will first need the following Barclays credentials:
 - API Username
 - API Password

 - Merchant Account

Login to your SmartPay portal and navigate to Settings, then Users:
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Choose the appropriate user for this application, or create new. Typically you want to use a user with type of "Web Service":
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Click on the API Username of the user you would like to use:
 
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After you secure these credentials, go to Settings > Setup > Payment Gateways.

Click Add New Gateway
Enter your desired Title
Select 'Barclay Smartpay' as the gateway type

Enter your API Username
Enter your API Password
Enter your Merchant Account
Enter your Currency

If this is going to be the primary gateway for your database, select 'Default Gateway' at the top right.
Simulation Mode is used to bypass the gateway and always return a fake successful transaction (NOT Recommended)
If you want to pre-authorize charges, then capture funds - check the Pre-Auth/Capture box.
  - This limits the opportunity for failed or missed transactions. (Highly Recommended).
If you are going to allow refunds on this gateway (by admin users or otherwise) check the 'Allow Refunds' box.
You can optionally set a Refund Expiration in days from the initial transaction. 0 is no restriction.
ECC is not supported on SmartPay
Payment Neutral can be used to assess a fee for processing payments through this gateway.

Under Accepted Payment Methods, select the card types you want to accept through this gateway.

Click the Save button at the top right.

Note: if you are setting this as your default gateway, a prompt will confirm you want to save these changes. It will remove the stored gateway from any products that use your previous default gateway, and also warn you that changes to this gateway will also affect past transactions (you may not be able to refund past transactions if you update the gateway, for example).

A completed BluePay Gateway will look as below:
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This knowledge article provides information on specific Configio features. To ensure continuity with documentation and product functionality, Configio reserves the right to amend or update this knowledge article as needed. For more information, reach out to Configio Support.

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