Setting up your BrainTree Blue Gateway

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To add your BrainTree Gateway account to your database, you will first need the following BrainTree credentials:
 - MerchantID
 - Public API Key
 - Private API Key

Login to your BrainTree portal and navigate to Account > My User:

Scroll down to API Keys and click View Authorizations.

If you have an existing API Key, you can get necessary details from it by clicking View. If not, you can click Generate New API Key to create one.

The View page will show all three necessary values for your payment gateway:

After you secure these credentials, go to Settings > Setup > Payment Gateways.

Click Add New Gateway
Enter your desired Title
Select 'BrainTree DirectPost' as the gateway type

Enter your Merchant ID as the 'Gateway Login'
Enter your Public Key as the 'Gateway Password'
Enter your Private Key as the 'Gateway Key'

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. Not all Gateways support this functionality.
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 Brain Tree
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 Brain Tree Gateway will look as below:

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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