TouchNet payment gateway

This topic assumes that you already have a TouchNet account and administrator-level access to it. For more information, see Introduction to paid registration.

Please note

We strongly recommend that, after you have the Trumba-TouchNet connection set up, you thoroughly test the entire paid registration process to ensure that credit card payments work, money actually gets added to your TouchNet account, and you can successfully process a refund.

Doing a thorough test run uncovers any problems related to your Trumba event registration and payment gateway setup or to your TouchNet account settings (that have nothing to do with Trumba).

Tip The best approach is to create and publish a separate test calendar that uses the same settings as your live calendar. Then, you can set up paid registration on an event that you add to that test calendar. Once you confirm, by running through the entire registration, payment, and refund process, that things are working correctly, you can move the event from the test to the live calendar.

Set up a connection between Trumba and TouchNet

To set up a Trumba-TouchNet connection

1. In the Trumba editing environment, under Tasks, click Manage payment gateways.

   

2. Click Add Gateway, and then for Gateway Type, select TouchNet.
3. Under TouchNet Account Info:
   1. Type a label that will appear as this gateway’s name.

      This name appears in lists and selections within the Trumba editing environment.

   2. Type your TouchNet uPay Site ID, uPay Site URL, T-Link URL and GL Code.

      All fields are required except GL Code, which is an optional accounting code.

      If GL Code is left blank, TouchNet applies the default accounting code. You can specify a different GL Code here, but it must be configured as available on the TouchNet side.

      Tip For help locating any of this information, please contact your TouchNet representative.

   3. Under Available Calendars, select the calendars you want to link with this payment gateway.

      This list shows calendars that you own that are not connected to another gateway.

   4. Other Calendars lists those that are assigned to a different payment gateway, which you can select to switch to this new gateway.

      Important If you're not familiar with how changing the gateway affects existing paid-registration events, ignore this step for now. You can change a calendar’s payment gateway at any time. To learn more, see Change payment gateways.

   5. Click OK.
4. To return to the editing environment, click Done.

Form Parameters Sent to TouchNet

Trumba sends the following parameters in TouchNet transactions to identify the calendar and event.

• CALENDAR - The name of the calendar that owns the event.
• ITEM_DESCRIPTION - The event title, date, time and location.
• CREDIT_ACCT_CODE - The GL Code assigned to the payment gateway.

To enable the CALENDAR and ITEM_DESCRIPTION parameters in TouchNet reports, add them in your TouchNet system under Marketplace Home | TouchNet Ready | Sites | <Your Site> | Form Parameters as shown in the screen shot below.

Ok, I added TouchNet as a payment gateway. Now how do I set up events for paid registration?