Credit Card Swiper

Contents
System Requirements
Installation
Enabling the Credit Card Swiper in NeonCRM
Entering Card Information with the Card Swiper
FAQ
Related Guides and Videos

The credit card swiper acts as an enhancement to NeonCRM's existing payment forms. It increases the speed and accuracy of data entry for processing credit card payments.

System Requirements

The card reader works with the following operating systems:

  • Windows 7/8/10
  • Macintosh OSX 10.x +

The card reader requires a functional standard connection USB port to connect to your computer.

  • 1 USB Port

Browser Requirements

All of the following web browsers have been tested for compatibility with this feature:

  • Chrome 37+
  • Firefox 32+
  • Internet Explorer 11+

Supported Hardware

You must obtain the following supported type of device:

Other USB card readers, such as those available from MagTek may be compatible, but they are untested. The above type of device has been tested, though not every available model of this type. Please test the specific model you choose soon after purchase to ensure compatibility.

Mobile devices and Other Card Readers

This functionality is not designed to work with any mobile phone or tablet device. Mobile card swipers, such as PayPal Here or Square payments are not supported. Due to limitations imposed by the companies that provide these services, we are unable to work with this hardware.

Credit card terminals, such as those provided by your credit card processor, are not compatible. Please select a compatible reader from the list above.

Installation

Windows 7/8/10

  1. Plug the device in to an open, working USB port.
  2. Verify the green light on the card swiper is lit.
  3. Windows will automatically detect and install the device. Windows will notify you when your device is ready to use.
  4. Open a text editing program such as Notepad or Microsoft Word.
  5. Swipe a credit card through the reader to verify that the device is working. You will see a line of text that looks similar to this:
    %B4111111111111111^LASTNAME/FIRSTNAME ^1608101010101011111010107000000?;4111111111

Macintosh OS X

  1. Plug the device in to an open, working USB port.
  2. Verify the green light on the card swiper is lit.
  3. Your computer will recognize the device as a keyboard, and launch the keyboard setup assistant. This is correct, as the card reader device is technically a keyboard. Click Continue.
    reader-8.png
  4. When your computer asks you to press a key, please swipe a credit card through the reader. At this point, your computer may make a rude noise. If this happens, please remain calm and proceed to the next step.
    reader-9.png
  5. When presented with the Select the Keyboard Type page, select ANSI (United States and others). Click Done. The card swiper should now be functional.
    reader-7.png
  6. Open a text editing program such as TextEdit or Microsoft Word.
  7. Swipe a credit card through the reader to verify that the device is working. You will see a line of text that looks similar to this:
    %B4111111111111111^LASTNAME/FIRSTNAME ^1608101010101010111110107000000?;4111111111

Enabling the Card Swiper in NeonCRM

Navigate to System Settings > Home/Dashboard > Credit Card Swiper

Credit_card_swiper.png(new interface)     credit_card_swiper_1.png(old)

Check the boxes to enable the card swiper functionality on your front-end or back-end pages.

Credit_Swiper.jpg

Enable card swiping on back-end payment forms

Enabling this setting has no impact on NeonCRM except allowing the use of the swiper hardware.

Enable card swiping on front-end payment forms

Enabling this setting allows the use of swiper hardware on your front-end payment forms. This could be useful for setting up payment "kiosks" where constituents can complete transactions on their own. 

Clear all front-end form data after each transaction.

Enabling this setting alters NeonCRM's default behavior. Normally, a user's information is temporarily stored while they are visiting your NeonCRM forms. This allows our forms to auto-populate with a user's information if they decide to complete multiple transactions. When this setting is enabled, the temporary storage is disabled. When enabled, all temporary data is cleared at the conclusion of a transaction. The downside of this is that a single user will have to fill out all of their information if they want to complete multiple transactions at the same time. The upside is that this means multiple people can safely complete transactions from the same computer.

Entering Card Information with the Card Swiper

Using the card swiper in NeonCRM is straightforward. Below, we describe the locations where this functionality works:

System User Payment Pages

The credit card swiper works on back-end payment pages, including:

  • Donations
  • Membership Join/Renew
  • Event Registrations
  • Online Store

 To use the swiper, follow the instructions provided at the top of this guide, then do the following:

  1. On any system user Payment page, select the tender Credit Card (Online).
  2. Click on the field Card Number to select it.
  3. Swipe the credit card through the card reader.

reader-3.png

This will automatically populate the following fields:

  • Card Number
  • Card Type
  • Cardholder Name (this will overwrite the existing value)
  • Expiration Date

This will also automatically select the CVV field. Type in the CVV number, then proceed with the transaction.

reader-4.png

Front-end Payment Pages

The credit card swiper works on front-end payment pages, including:

  • Donations
  • Membership Join/Renew
  • Event Registrations
  • Online Store
  • Donation and Membership forms created with the Custom Survey & Form Builder

To use the swiper on a front-end payment form, please follow the installation instructions shown above, and then:

  1. On the payment form page, click on the field Credit Card Number to select it.
  2. Swipe the credit card through the card reader.

reader-5.png

This will automatically populate the following fields:

  • Card Number
  • Card Type
  • Cardholder First Name (this will overwrite any existing value)
  • Cardholder Last Name (this will overwrite any existing value)
  • Expiration Date

This will also automatically select the CVV2 field. Type in the CVV2 number, then proceed with the transaction.

reader-6.png

FAQ

Q: Why is the card reader inputting garbled information?

A: This is usually a symptom of an old, damaged, or de-magnitized credit card. In this case, try to read the card again or enter the information manually.

Q: Why is the cardholder name missing when I try to read certain credit cards?

A: This is sometimes caused by old, damaged, or de-magnitized credit cards. This has also been known to occur with foreign (non US) credit cards because of a slightly different naming format.

In either case, NeonCRM is using the credit card's second magnetic strip as a backup to retrieve the card number and expiration date. This secondary strip does not contain the cardholder name. You must enter it manually.

Q: Why isn't the CVV number entered automatically?

A: The CVV2 number is not stored on the card's magnetic strip. You must enter the number manually. Credit cards store a limited amount of data that includes:

  • Card Number
  • Cardholder Name
  • Expiration Date

As such, this is the only data that can be retrieved from the swiper.

*It is not currently possible to rearrange the order that the groups display on the page. They display in the order they were created.*


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