Here are the steps to start using your BlockChyp processing service.
STEP ONE: CONNECT BLOCKCHYP TERMINAL AND GENERATE AN ACTIVATION CODE
First, please proceed with the payment terminal unboxing and connection.
BlockChyp should have included instructions on activating the terminal in the packing materials. Or you can click on the following link to view a short video on the activation process: https://www.youtube.com/watch?v=5ztIjdW4BXs. Please follow the video instructions up until the point that an Activation Code is generated and displayed on the terminal. At that point, stop the video.
STEP TWO: ENTER ACTIVATION CODE AND TERMINAL NAME INTO YOUR BLOCKCHYP ONLINE ACCOUNT
To log into your online BlockChyp account, go to https://dashboard.blockchyp.com/login and use your account credentials provided by BlockChyp. Please contact BlockChyp if you do not have credentials or need assistance accessing your online BlockChyp account.
1) Activation Code: The activation code displayed on the payment terminal at the end of the activation process needs to be entered into a settings field in your BlockChyp online portal.
The Activation Code expires in 10 minutes from the time its generated. Please be prompt in entering the code into the BlockChyp portal. If the code expires, you can generate a new code by power cycling the terminal (i.e. unplugging the power cord from the terminal, waiting a few seconds, and then plugging it back in).
2) Terminal Name: You are required to enter a terminal name of your preference into the field in the BlockChyp portal, which is used to keep track of the terminal on reports. This field is not generated by BlockChyp. It can be the same or similar to the name of the register in MicroBiz ('front register') or a name that is descriptive of the location of the terminal ('Office Terminal').
3) Enable Cloud Relay: Be sure the select the 'Enable Cloud Relay' checkbox on this screen.
Pro Tip: Be sure to write down the name used for the terminal before proceeding. You will need to enter this exact name into the MicroBiz register settings as described below. If you do not have an exact match of the terminal name between MicroBiz and BlockChyp, the connection will fail.
STEP THREE: GENERATE API KEYS FROM BLOCKCHYP ONLINE ACCOUNT
Once you have entered the activation code generated on the terminal into your BlockChyp online account, you will need to use your BlockChyp online account to generate some 'API' codes that are used to allow MicroBiz Cloud to securely connect with your BlockChyp terminal. These API Keys are generated from the BlockChyp online account and are copied into the register settings fields MicroBiz (as discussed below).
From the BlockChyp dashboard, locate the 'API CREDENTIALS' button at the top left - and click on it
On the next screen click the 'GENERATE NEW KEYS' button.
BlockChyp will display codes for the API KEY, the BEARER TOKEN and the SIGNING KEY.
STEP FOUR: CHECK ACCESS ROLES
Before doing anything with the API Keys, be sure that the ROLES section on the page looks like the next picture (i.e. all checkboxes should be enabled except SURVEY MANAGEMENT).
STEP FIVE: COPY/ENTER INFORMATION FROM BLOCKCHYP INTO MICROBIZ REGISTER SETTINGS TO 'PAIR' TERMINAL
The final step is to copy and paste the API Key/Bearer Token and Signing Key generated from the BlockChyp website into the Register Settings in MicroBiz for the desired register. You will also have to enter the Terminal Name from your BlockChyp settings into the register settings in MicroBiz.
To copy and paste the information from BlockChyp, follow the steps below:
1. From the Back Office in MicroBiz, go to Settings>Store>Registers
2. Locate the register that you want to pair with the BlockChyp payment terminal and press the 'Edit' button.
3. Go to Integrated Charge setting and select "MicroBiz Gateway" from the dropdown menu.
4. Then go to the Processing tab at the top of the page, and click the 'Register Terminal' button.
5. This will present a pop-up allowing you to enter the Terminal Name and API Keys from BlockChyp. Be sure to enter data into the following fields.
a. Terminal Name: Enter the Terminal Name previously entered in your BlockChyp online account. Be sure that the Terminal Name entered in MicroBiz is an exact match with the Terminal Name previously entered in BlockChyp.
b. API Key/Bearer Token/Signing Key: These values are copy and pasted from the BlockChyp online account.
c. Save Values: To finish press 'SAVE' in the pop-up window and also press the 'SAVE' button at the top right corner of the MicroBiz Cloud screen. If all is correct, there will not be error messages and you should be done with connecting your terminal.
STEP SIX: REBOOT TERMINAL TO COMPLETE SET UP
Before starting to process credit cards, please re-start the payment terminal (just remove the power, wait 10 secs and restore the power)
If an error message like ACCESS DENIED is received after you press the 'SAVE' button, it likely means that the information entered is incorrect. You will need to recheck the information and correct any errors.
If the registration is successful, you should see the BlockChyp logo on the payment terminal. You should be able to process your first payment on BlockChyp.
COMMON ISSUES
Terminal Name not an Exact Match Between MicroBiz and BlockChyp - The terminal name must be an exact match between the name in BlockChyp and the name entered in MicroBiz.
Activation Code has expired - The Activation Code generated by the BlockChyp terminal expires in 10 minutes from activation. If you do not enter the Activating Code promptly, the code will expire and you will receive an ACCESS DENIED message. If the code expires, you can generate a new code by power cycling the terminal (i.e. unplugging the power cord from the terminal, waiting a few seconds, and then plugging it back in).
Roles Not Configured Properly - Be sure that the ROLES section on set properly. While this may not cause the sync to fail, your terminal may not allow some desired functions.