How to setup Factor 4 Gift with Vend

Factor 4 is a supported third party gift integration to Vend in the US and Canada. Factor 4 retailers accepting gift cards with Vend require configuration changes both in Vend and Factor 4 My Merchant Admin (MMA).

Setup

  • Vend for Mac or PC
  • Vend on iPad
  • Vend Personal Token
  • Vend Domain URL
  • Vend Outlet Name
  • Factor 4 MMA access (only Factor 4 Partner, not retailers, have access to this)
  • Vend supported integrated payments terminal

Steps

Creating a Person Token

  1. Log into the Vend store (storename.vendhq.com)
  2. Click Setup
  3. Click Personal Tokens
  4. Click Generate Personal TokenPersonal_Token.png
  5. Enter the name of the business and select No Expiry
  6. Click save

NOTE: Copy this token to enter it into Factor 4 MMA

Personal_token_2.png

 

Creating Payment Types

  1. Under Setup click Payment Types
  2. Click Add Payment Type
  3. Select Other Payment MethodPayment_Type.png
  4. Click Begin Setup 
  5. Name the Payment Type Gift Issue
  6. Enter the Gateway URL: https://mywebterminal.com/vend/gift-issue
  7. Click Save Payment TypeGift_Issue.png

You will now need to repeat steps 2-4 to set up Gift Sale

  1. Name the Payment Type Gift Sale
  2. Enter the Gateway URL:  https://mywebterminal.com/vend/gift-redemption
  3. Click Save Payment Type

 

Configuring My Merchant Admin for Factor 4 

NOTE: Before proceeding, the Vend Outlet and register/s setup need to be completed. The MMA site is only accessible to Factor 4 partners and Factor 4 employees.

  1. Log in to mymerchantadmin.com to complete this section
  2. Add the Vend store domain (storename.vendhq.com) and Personal Token to the location’s page
  3. Click Next
  4. It will now move you to the add terminal page
  5. Enter 1 as the Terminal ID
  6. Set the Terminal Type as Vend 
  7. Enter today’s date for the Manufacture’s ID
  8. Click Load
  9. On the next screen, scroll down and click Save
  10. Now it will ask you to setup the program
  11. You will continue adding the location
  12. After you have finished setting the currency and actions, you can View Location

Setting the Outlets in MMA 

  1. From the Location’s main page click on Edit
  2. On the right side, select the Outlet from the drop-down box (this should match the Vend Outlet) 
  3. After selecting the Vend Outlet, click on Save
  4. Set the Vend Register under the Terminal
  5. Click on the merchant’s name from the string near the top of the screen to go back to the location’s main page
  6. Click on the Terminal ID from the list on the right side of the screen on the left side of the box
  7. In the Terminal Edit screen, choose a Vend Register from the drop-down. After choosing the desired register associated with Vend, click save
  8. Click Load
  9. Set the Vend Register from the drop-down.
  10. Click Save

Additional Information

 

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