Before going live and starting to process payments with Fortis, a few simple steps must be completed, though not necessarily in a specific order:

  • Engage with Retail Realm to open a project so we can ensure this is the correct solution for your business.
  • Install MAX Pay Global for Business Central.
  • Engage with Fortis Payments.
  • Obtain test and live credentials from Fortis.  You may have these if you are already a Fortis customer.
  • Configure MPG for a test account.
  • Begin testing, using Fortis test card numbers and tags.
  • When you are ready to go live, configure MPG for your live account credentials.
  • Perform an end-to-end test.
  • Go live into production.
  • Receive hypercare support from Retail Realm and Fortis for the first week (or more) of running payments.

Information Required from Fortis

Before you can setup MAX Pay Global for Business Central with Fortis, you must have a Fortis account.  This chapter details the steps you must complete and information you must have available in order to configure MAX Pay Global.

Onboard with Fortis

Apply for an account here: https://developer.sandbox.zeamster.com/

You will require the following items.  These are available from the Fortis portal as directed:

Item

Navigation

Location Id

Dashboard > Locations > Edit Location > Location ID


User Id

Dashboard > Settings > Users > Edit user

User id 

User Api key

Dashboard > Settings > Users > New user

User api key 

CC product transaction id

CC product transaction id 

Obtain this from your Fortis representative

Location id

Navigate to Dashboard > Locations > Edit Location > Location ID

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User id

Navigate to Dashboard > Settings > Users > Edit user

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User api key

Dashboard > Settings > Users > New user

The Api key is only viewable at the time of creation.

Fortis Payments Setup

Dynamics 365 Setup and Configuration