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SlimCD Activation and Configuration

October 28, 2024

Description

An overview, requirements and steps for setting up and processing payments through Bank of America

What's in this article?

SlimCD is an e-commerce platform and gateway that provides businesses with the ability to send invoices to customers via email or text, receive payments through hosted payment pages, buy now/click-to-pay buttons, and a virtual terminal, and have payments integrated with QuickBooks® for reconciliation. 

SlimCD's integration with the Bank of America Gateway leverages the bank's Card Not Present Integration Toolkit integration method to help meet the Self-Assessment Questionnaire A (SAQ A) Payment Card Industry (PCI) compliance level.

NOTE:
The SlimCD back office dashboard may display additional payment features and functions that are not supported through Merchant Services with Bank of America. Refer to SlimCD Payment Features for what is supported. If you wish to use additional features contact SlimCD.

Requirements

A Merchant Services account with Bank of America, a live website, and a SlimCD account are required to activate the solution.

Configure payment settings

Set up your payment settings in SlimCD. You can set them up for the live environment or for testing in a test environment first.  

IMPORTANT!
If you choose to do testing in the test environment, you will need to configure the payment settings a second time, when you are ready to switch to the live environment.

To generate security keys and configure payment settings

  1. Generate security keys for the live environment or test environment.
  2. Configure SlimCD payment settings. 
    To configure SlimCD settings

    IMPORTANT! SlimCD clients should contact SlimCD for assistance with payment configuration. You will need to provide SlimCD your Merchant ID and security keys generated from Business Advantage 360 online banking.

  3. Run a test transaction.
    To run a test transaction in the Live environment
    1. Log in to SlimCD at https://slimcd.com/.
    2. Enter your SlimCD Client ID and Password. 
    3. From the top navigation, select Vpos.
    4. From the left navigation, choose Authonly or Charge.
    5. Enter cardholder details and checkout the order using test transaction scenarios and test credit card numbers.  
    6. Click Submit
    To run a test transaction in the Test environment

    Contact SlimCD to create a test account. You will need to provide your Merchant ID and security keys generated from DCE.

To disable the Bank of America Gateway

Contact SlimCD for assistance on disabling the Bank of America Gateway.  

Resources

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