DFO-Bluesnap Global Partners
- Susanna Romanelli (Unlicensed)
- William Camargo (Unlicensed)
- Cesar Daldosso (Unlicensed)
What is the BlueSnap section under Payment?
This section enables users to create Bluesnap Merchant Accounts.
Note that once the CRM form has been filled with all the details of the new merchant account, and click on the Create button, these details are automatically sent to Bluesnap, which is going to analyse the request.
At this point, users can see the new account appears as pending in CRM as per the example below:
At the end of Bluesnap analysis, two scenarios are possible:
The new account has been approved: the account will appear as active
The new account has been declined: in this case, unfortunately, there is nothing else the user can do about it because the account already created cannot be modified.
How to create a Bluesnap Merchant account
Please follow the step below in order to create the new Merchant Account.
Log in to the CRM instance and go to the left-side menu
Scroll down the menu and select Payments
Then Bluesnap
From the BlueSnap section, go to the right side of the page and click on the Create New button
Then select the country of the Merchant’s business address:
On the Bluesnap Account page, fill in all the details requested in each one of the subsections below
Above each field on the page, there is the field name, and on the right side of it, an icon is available, by hovering the mouse on it a tooltip will pop up providing additional information about what should be filled in there (see below example).
Once the account has been created and saved, users will not be able to edit it anymore - if you have any more questions about this matter, please contact the DFO Banking team.
As accounts can no longer be edited, a message is displayed at the top of each account page (see the below example):
Merchant's business address country
The country can be changed at any time while filling out the form details.
This section is the first one to be chosen because for each country, there are minor differences in the Business account section. Therefore, when the user will select the country, the system will automatically:
Open the correct UI with the appropriate fields on the Business account section
Provide the proper Partner account option with the related Partner tier percentage. For example for Canada, AU, EU, and the UK the right partner account is the DFO0000004 (see below examples):
Business Account Info
The Email field
Please be advised that the email, provided in this field, will be the one in which it will be sent an access URL for your Bluesnap account once the application is approved.
The Partner Account field
DFO has registered at BlueSnap three accounts. For each account, the price charged by Bluesnap, to have and use the account, is different as per the below price tiers:
Partner account | Partner fee tier % |
|---|---|
DFO0000003 | 0,5 |
DFO0000004 | 1 |
DFO0000005 | 1,5 |
This is a mandatory field, and for that reason, the user has to select one of these three Partner Accounts.
Merchant Credentials
The reason behind that is because in this section are provided with the account credentials such as:
The Merchant ID is the one assigned by the merchant and the one included in the IPN
The Username is a necessary requirement to create a new merchant account, for this reason, if the user doesn’t provide it while filling out the form, the merchant itself will assign it.
The Password is a necessary requirement to create a new merchant account, for this reason, if the user doesn’t provide it while filling out the form, the merchant itself will assign it.
The Data Protection Key is used to maintain the security of the checkout page if you're encrypting parameters or using the Virtual Terminal/Payment Link.
Where can I add a new MID or edit an already existing one? |
|---|
To add a new MID or to edit an existing one, please follow the below instructions:
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Bank Details
Please add on this section the banking details.
The Routing Number is a 9-digit identification number commonly found at the bottom of a check, used by financial institutions to identify where a bank account is located. In this regard, it is similar in nature and function to how a zip code works for residential and commercial addresses.
Ownership Details
This section is just optional to be filled because Bluesnap accepts ONLY details of owners that own 25 % or more of the company that is creating the new account. In case there are no owners with such an amount, then the user has to include the Representative of the company in the next subsection, called Company (Representative) Details.
In order to add the Owner details, please click on the add button on the right side of this subsection
and the below tab will pop up, where the details can be filled in:
Company (Representative) Details
The company (in this case DFO) has to have a representative, which details need to be displayed inside each Bluesnap merchant account created.
The Representative is the person that can sign the account documents on behalf of the company.
The representative is the person that oversees the business and has significant control over the entity. For example the CEO, COO, or CFO.
Additional Details
In this section, the Service Agreement details should be provided.
In this section, aside from the Service and Price agreement sign date, it needs to be filled out the Merchant IP address of the requester, otherwise, Bluesnap will not accept the application.