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Create a test account Support Login

Step 1: Create a test account

You can create a test account here .

Access and manage your test account in the web portal

After obtaining your test account credentials from our test account request page, you can use them to explore and familiarize yourself with your test merchant account within the Portal. If you wish to set up your test account for bank transfers (ACH/EFT), please email your Merchant ID and Merchant name to support.na@worldline.com .

Through the Portal, you can:

1. Generate the API access passcodes . 

2. Create additional users . 

3. Configure account settings and order settings . 

4. Process payments through the web terminal , recurring billing or batch processing . 

5. Configure & store payment credentials securely in the payment profile . 

6. View & download reports and monthly invoices .  

Important Information:

Merchant ID

All transactions through the API require a Merchant ID. It is displayed at the top right corner of the Member Area. You can locate your Merchant ID by navigating to administration > Company Info. Ensure you have this information ready when contacting our Customer Care team. 

Finding API Access Passcodes

To initiate API calls for your business, you will require an API access passcode. You can generate the following API access passcodes in the portal:

API Type

Request Types

API Access Passcode

How to generate in the portal

Payments

Payment, pre-authorization, pre-auth completions, returns, void, 3D secure payments, Get payment information

Payment

  1. Administration > Account Settings > Order Settings

  2. Under Payment Gateway > Security/Authentication > API access passcode

  3. Click “Generate New Code”.

  4. Click “Update” at the bottom of the page to save these changes.

Credential-on-File

First installment, subsequent installment, first recurring, subsequent recurring, subsequent customer initiated, first unscheduled, subsequent unscheduled

Reports

Merchant report, Settlement report, Statement report, Commissions report, Batch payment report, Batch settlement Report

Reporting

  1. Administration > Account Settings > Order Settings

  2. Scroll down to the bottom of the page to find “ Reporting ”.

  3. Under API access passcode click on “Generate New Code”.

  4. Click “Update” at the bottom of the page to save these changes.

Credit Card Transaction Search

Search query

Payment Profile

Create profile, get profile, update profile, delete profile, get card/s, add card, update card, delete card 

Profile

  1. Configuration > Payment Profile Configuration .

  2. Under “Security Settings”, make sure the API access passcode option is selected and hit “Generate New Code”.

  3. Click “Update” at the bottom of the page. 

Recurring Payments

Create Recurring Payment

Modify Recurring Payment

Get Recurring Payment Account ID information

Recurring Billing

  1. Administration > Account Settings > Order Settings

  2. Scroll down to the bottom of the page to find “ Recurring Billing ”.

  3. Under API access passcode click on “Generate New Code”.

  4. Click “Update” at the bottom of the page to save these changes.

Batch Processing

Batch Payments (ACH/EFT & Credit Cards)

Batch Upload

  1. Administration > Account Settings > Order Settings

  2. Scroll down to the bottom of the page to find “ Batch File Upload ”.

  3. Under API access passcode click on “Generate New Code”.

  4. Click “Update” at the bottom of the page to save these changes.

To learn more on how to find or update your API access passcode/s, click here .