Activate Credit Card Support in HST

Use these instructions if you are connecting a Link 2500 or Lane 8000. (Click the links for important information such as key features, key functions, and default settings.

Before you begin, make sure you have the following items ready:

• Login credentials for USAePay.
• Central Office access in HST.
• Device. Note: new Wi-Fi devices need to be charged before use but you can complete the setup while they are charging.

Step 1: Create a source in USAePay

You should have received a New User Activation email from USAePay. Use this email to activate the account, create a password, and set up 2-factor authentication.

1. Log into USAePay
2. Go to Settings in the left menu bar and expand your options
3. Click API Keys
4. Click Add API Key in the upper right corner
5. Name = Horizon POS
6. PIN = Create a unique alphanumeric pin (8-10 characters long, no symbols)
7. When you scroll down to the bottom and click Save in the lower right corner, do not navigate away from the page!
8. Scroll back up to API Key and click the Copy button to copy your API key. This is the only time it will be shown in full. It will be masked for security when you navigate away from this page. If you need the full key again in the future, please reach out to horizonsupport@persolvent.com. 

Step 2: Create a generic device to USAePay

1. Go back to USAePay
2. Go to Settings in the left menu bar and expand your options
3. Click Device Manager
4. Click + to add a device
5. Device Name = type in Horizon
6. Search for Source Key = select Horizon POS
7. Terminal Type = select Direct
8. Click Register
9. Click Done

Step 3: Validate the API connection in your software

1. Log into Central Office
2. Go to Admin > Definition/Setup > Global > System Options
3. On the POS section of this page, check the box next to System Credit Card Support
4. API Key = paste the API Key you just copied in the last step (no leading or trailing spaces!)
5. API PIN = copy the pin from USAePay and paste it here (no leading or trailing spaces!)
6. Click Validate Key 
7. A message should on screen that indicates it is validated
8. Be sure to click Save in the top right of the screen

Step 4: Connect the device

If your network has firewall rules, ask your IT department to whitelist eft://direct.paymentengine.io:9021. 

Lane 8000 (ethernet connection)

The device must be set up near an electrical outlet and your network's ethernet port.

1. Remove the 3-way connector cable and power supply from the box
2. Connect the plug end of the cable into the port on the back of the device
3. Connect the ethernet cable to an ethernet port with open access
4. Plug the power adapter into the 3rd end of the connector cable
5. Plug the power adapter into an outlet
6. When the device powers on, you should see Please Enter ID Number 
   (If you see Sorry Lane Closed, click here to review device settings for accuracy. It is likely there is a network issue preventing the connection. If all settings are correct and you still can't get to the Enter ID Number screen, call 1-800-838-9699 or email horizonsupport@persolvent.com for advanced help with troubleshooting.)

Link 2500 (WIFI connection)

The device must be connected to a secure WIFI network.

1. Press the green button to power on the device
2. When you see the This Lane Closed screen, enter 0001 for the Admin menu
3. Select 2-WIFI Parameters
4. Select 2-Scan Networks
5. Locate and select your WIFI Network
6. Enter your WIFI password using the key pad, then press the green button  
   To make an alpha character, press the numbered key associated with that alpha character until the desired alpha character appears. For example, press 6 three times in a row without pause to make a “n.”
7. Once the device is successfully connected, press the red button to exit the Admin menu
8. When you see This Lane Closed, hold down the .,#* button and the yellow button at the same time to reboot the device. 
9. When the device finishes powering on, you should see Please Enter ID Number
   (If you still see This Lane Closed, call 1-800-838-9699 or email horizonsupport@persolvent.com for advanced help with troubleshooting.)

Step 5: Pair the device

1. Go to Admin > Schools in Central Office
2. Select the school from the list and click More Details
3. Access the POS tab
4. In the Terminals section, click the Edit button in the Credit Card Device Edit column next to the POS terminal you want to pair with the device.
5. Check the box for Terminal Credit Card Support
6. A 6-digit pairing code should appear on the screen 
7. Enter the pairing code on the device
8. When you see This Lane Closed on the device, the pairing was successful

Step 6: Configure device settings in USAePay for remote updates

1. Go back to USAePay
2. Go to Settings > Device Manager in the left sidebar
3. The device you originally named Horizon should have changed to the actual terminal/lane name as it appears in your software.
4. The power button in the corner should be green
5. Click to open details for the device
6. Go to Default Terminal Configuration
7. Only check the boxes next to Enable EMV, Enable Contactless, and Enable Tip Adjust. Do not check the box next to Debit MSR. 
8. Go to the Settings section
9. Check the box next to Update Notifications. This will push updates directly to the device and allow you to run them from the device. Otherwise, you would need to monitor the Device Manager in USAePay for any software updates and initiate the updates from the website.
10. Click the green Save button

The integration is complete!

If you are using more than one device, see Add a terminal in HST. Additional devices can be added at any time.