Credit Card Synchronization with [1]olga.karevainsert2025/01/2112:54:40+03:00Acumatica PaymentsAuthorize.Net[2]olga.karevaAuthorize.Net2025/01/2112:54:44+03:00

MYOB Acumatica supports the synchronization of credit cards registered in the [3]olga.karevainsert2025/01/2112:54:55+03:00Acumatica PaymentsAuthorize.Net[4]olga.karevaAuthorize.Net2025/01/2112:54:59+03:00 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 Acumatica. Credit card synchronization can be required when a card has been registered in [5]olga.karevainsert2025/01/2112:55:13+03:00the processing centerAuthorize.Net[6]olga.karevaAuthorize.Net2025/01/2112:55:17+03:00 but has not yet been used in MYOB Acumatica; it can also be required when you need mass upload of new credit cards from [7]olga.karevainsert2025/01/2112:55:26+03:00the processing centerAuthorize.Net[8]olga.karevaAuthorize.Net2025/01/2112:55:30+03:00.

You use the Synchronize Cards (CA206000) form to view a listing of the basic settings for all the credit cards defined in[9]olga.karevainsert2025/01/2112:55:37+03:00 the processing center Authorize.Net[10]olga.kareva Authorize.Net2025/01/2112:55:43+03:00 and not yet defined in MYOB Acumatica, and to synchronize them with MYOB Acumatica.

You can perform this processing manually or automatically.

Manual Processing

[11]olga.karevainsert2025/01/2112:58:18+03:00

To perform manual processing, you complete the following instructions:

  1. On the Synchronize Cards (CA206000) form, you select a processing center with Acumatica Payments Plug-In in the Processing Center box.
  2. You click Load Card/Account 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 Acumatica checks for unsynchronized cards and customer profiles in the processing center, and automatically matches customers in MYOB Acumatica to processing center profiles. During this auto-matching, it fills in the Customer ID and Customer Name columns of the rows.

  3. Optional: You overwrite the values in the Customer ID, Payment Method, and Cash Account columns for each card.
  4. You select the check boxes in the Included column for the cards that you want to import and click Process or Process All on the form toolbar.

    The system imports the cards with all of the listed settings to MYOB Acumatica 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 Acumatica Payments to MYOB Acumatica.

<p id="p_tns_4jv_vxb">On the <xref href="CA_20_60_00.dita"/> (CA206000) form, you select a processing center with the <i>Authorize.Net API</i> plug-in in the <uicontrol>Processing Center</uicontrol> box; you then click <uicontrol>Load Card Data</uicontrol> 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, <ph conref="../Shared/Naming_Source.dita#_cb245117-a4b9-4e5c-996d-440fc82727c9/ERP_system_name"/> checks for unsynchronized cards and customer profiles in the processing center, and automatically matches customers in <ph conref="../Shared/Naming_Source.dita#_cb245117-a4b9-4e5c-996d-440fc82727c9/ERP_system_name"/> to processing center profiles. During this auto-matching, it fills in the <uicontrol>Customer ID</uicontrol> and <uicontrol>Customer Name</uicontrol> columns of the rows.</p>[12]olga.kareva<p id="p_tns_4jv_vxb">On the <xref href="CA_20_60.. 2025/01/2113:00:11+03:00

You can overwrite the values in the <uicontrol>Customer ID</uicontrol>, <uicontrol>Payment Method</uicontrol>, and <uicontrol>Cash Account</uicontrol> columns for each card.[13]olga.karevaYou can overwrite the values in the <uicontrol>Cu.. 2025/01/2113:00:27+03:00 When you click <uicontrol>Process</uicontrol> (after selecting the check boxes in the Included column for the cards you want to import) or <uicontrol>Process All</uicontrol>, the system imports the cards with all of the listed settings to <ph conref="../Shared/Naming_Source.dita#_cb245117-a4b9-4e5c-996d-440fc82727c9/ERP_system_name"/> as customer-specific payment methods that are maintained on the <xref href="../UserGuide/AR_30_30_10.dita"/> (AR303010) form.[14]olga.karevaWhen you click <uicontrol>Process</uicontrol> (af.. 2025/01/2113:00:58+03:00

<p id="p_vns_4jv_vxb">When you select a customer in the <uicontrol>Customer ID</uicontrol> 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.</p>[15]olga.kareva<p id="p_vns_4jv_vxb">When you select a customer .. 2025/01/2113:04:08+03:00

Automatic Processing

You can set up the system to regularly load data from the processing center with new cards not defined in MYOB Acumatica. 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[16]olga.karevainsert2019/03/2912:56:40+03:00 To Schedule Automatic Loading of Card Data from External Processing Centers.