Credit Card Synchronization with Authorize.Net

MYOB Advanced supports the synchronization of credit cards registered in the Authorize.Net processing center. During the process of synchronizing the new credit card data, a user can associate each credit card with a payment method and a customer in MYOB Advanced. Credit card synchronization can be required when a card has been registered in Authorize.Net but has not yet been used in MYOB Advanced; it can also be required when you need mass upload of new credit cards from Authorize.Net.

You use the Synchronize Cards (CA206000) form to view a listing of the basic settings for all the credit cards defined in Authorize.Net and not yet defined in MYOB Advanced, and to synchronize them with MYOB Advanced.

You can perform this processing manually or automatically.

Manual Processing

On the Synchronize Cards (CA206000) form, you select a processing center with the Authorize.Net API plug-in in the Processing Center box; you then click Load Card Data on the form toolbar. Loading card data does not cause these results to be imported; instead, they are listed in the table of this form (one row per credit card), where you can make needed changes in the table before importing the data, saving the results as needed. As it loads the data, MYOB Advanced checks for unsynchronized cards and customer profiles in the processing center, and automatically matches customers in MYOB Advanced to processing center profiles. During this auto-matching, it fills in the Customer ID and Customer Name columns of the rows.

You can overwrite the values in the Customer ID, Payment Method, and Cash Account columns for each card. When you click Process (after selecting the check boxes in the Included column for the cards you want to import) or Process All, the system imports the cards with all of the listed settings to MYOB Advanced as customer-specific payment methods that are maintained on the Customer Payment Methods (AR303010) form.

When you select a customer in the Customer ID column, if the system finds multiple credit cards in the table that are likely to belong to this customer, it displays a dialog box listing all these cards. In this dialog box, you select all of the payment profiles to be assigned to this customer. For details, see To Synchronize Credit Cards from Authorize.Net to MYOB Advanced.

Automatic Processing

You can set up the system to regularly load data from the processing center with new cards not defined in MYOB Advanced. On the Synchronize Cards (CA206000) form, you can configure a schedule for the loading of data in the system by clicking Schedules > Add on the form toolbar. In the Automation Schedules dialog box, which is opened, you specify how often you want the system to load data from the processing center. For details, see To Schedule Automatic Loading of Card Data from External Processing Centers.