Setting up your Gateway Connection in InfusionSoft

In this article, we will take you through the step-by-step instructions for setting up InfusionSoft to connect to the Payments platform as a gateway.

Instructions - Adding Credentials

Connecting your InfusionSoft account to Payments:

1. Request for credentials to a Payments representative.

2. Login to your InfusionSoft account and navigate to E-Commerce | Settings
   

    

3. Once in your E-Commerce | Settings section of InfusionSoft, click on the Merchant Accounts under the Payment Processing section of the settings form
   

    

4. Once under the Payment Types in InfusionSoft find the section called Other Credit Card Processors and make sure the checkbox is checked next to the label.

5. Then click on the link Add new…
   

    

6. In the Add Merchant Account pop-up box click on the (Select an account type) in the drop-down box and select the CartConnect option
    

    

7. This will display the CartConnect Account Information form, fill out the information from Payments you received in Step 1, leaving the Password empty, selecting Live Mode in the Test Mode drop-down box and leaving the Use 3D Secure option set to No.
    

    

8. Once you’ve entered all the information click the save button to finishing setting up the InfustionSoft to Payments gateway connection.