Before you begin, make sure you have the following items ready:
- Login credentials for USAePay.
- Central Office access in HST.
- Device. Note: new devices need to be charged before use but you can complete the setup while they are charging.
Important Note: This integration is time-sensitive. All steps must be completed in one session very quickly so one device is successfully paired in order to lock in the API key validation.
Step 1: Log into 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.
- Log into USAePay
- Go to Settings in the left menu bar and expand your options
- Click Device Manager
- Click + to add a device
- Device Name = type in Horizon
- Search for Source Key = select Horizon POS
- Terminal Type = select Direct
- Click Register
- Click Done
- Still in the Settings section, click API Keys in the left sidebar
- Locate the Horizon POS key
- Right-click in the space between the key name and key on screen and select Edit to view details
- This is where you will be able to see the key and pin that are needed for the next step.
Step 2: Validate the API connection in your software
- Log into Central Office
- Go to Admin > Definition/Setup > Global > System Options
- On the POS section of this page, check the box next to System Credit Card Support
- API Key = copy the key from USAePay and paste it here (no leading or trailing spaces!)
- API PIN = copy the pin from USAePay and paste it here (no leading or trailing spaces!)
- Click Validate Key
- A message should on screen that indicates it is validated
- Be sure to click Save in the top right of the screen
Step 3: Pair the device
- Press the power button to turn it on
- Once you see the Welcome screen, enter 0001 for the Admin Menu
- Select 2-Scan Networks
- Review the list of available networks and select your network
- Enter your Wi-Fi password
- Once Wi-Fi is connected, you should see Please Enter ID Number
- Go to Admin > Schools in Central Office
- Select the school from the list and click More Details
- Access the POS tab
- 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.
- Check the box for Terminal Credit Card Support
- A 6-digit pairing code should appear on the screen
- Enter the pairing code on the device
- When you see This Lane Closed on the device, the pairing was successful
Tip: If you would like to turn off keypad sounds, go back to the Main Menu. Select 1 for Settings and then select 5 to change Keypad Sound to Off.
Step 4: Configure device settings in USAePay for remote updates
- Go back to USAePay
- Go to Settings > Device Manager in the left sidebar
- The device you originally named Horizon should have changed to the actual terminal/lane name as it appears in your software.
- The power button in the corner should be green
- Click to open details for the device
- Under Default Terminal Configuration, uncheck Enable Debit MSR
- Under Settings, check the box next to Update Notifications (This will push update notifications directly to the device and allow you to run updates 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.)
- If you would like to print receipts for customers, check the box next to auto-print
- Click the green Save button
The integration is complete!
If you are using more than one device, see Add a terminal in HST (Move 5000/Link 2500). Additional devices can be added at any time.