Knowledge Base

DataCap Setup

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Datacap Setup Notes

Needed:

 Devices attached to network

 IP address for each reader

 TranCloud Device ID

 Merchant ID from bank

 Terminal ID from bank if supplied

Hardware Device Setup

The DataCap TranCloud Setup guide can be found at https://www.datacapsystems.com/set-up

Follow instructions for the TransCloud device setup and program for each of the Pin Pad devices.

Add each of the Readers to [i]merchant:

  • Select Tools > Parameters > DataCap device
    • Add an entry for each of the readers.
    • Enter Merchant
    • Enter a Terminal ID. If one was assigned by the bank use it, otherwise create a unique ID for each device. Suggest 001, 002 etc.
    • Enter IP address of the Pin Pad
    • Enter the port for the Pin Pad
    • Test mode should be unchecked.
    • UPL will default and should not be changed.
    • Choose the cash back behavior desired.
  • Save the device.
  • Click on Parameter Download to send the settings to the reader.

Add Tenders for DataCap cards:

  • Select Tools > Parameters > Tenders
  • Add a tender for the datacap cards.
    • It is recommended to create new tenders for the datacap tenders. This keeps the historical tender transactions intact.
    • Any token transactions from a previous processor must remain as is so they can be authorized using the old processor and token.

Associate the Datacap device to the register:

 Select Tools > Administration > PC Settings.

 Find the PC being configured.

 Enter the DataCap device that will be used with the PC.

 Check the Use box to enable the device.

 Uncheck the old device if or when it is no longer needed.

 Save the settings.

Test transactions:

  • Restart POS so it finds the new devices and tenders.
  • Test a sale using the DataCap PinPad.
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