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PayCloud.io setup

PayCloud.io is an electronic payment processing service for the insurance industry.

PayCloud.io setup

To set up payCloud.io:

  1. Contact payCloud.io.
  2. Complete the required paperwork.
  3. Obtain the following information from payCloud.io:
    1. Test Public Key
    2. Test Private Key
    3. Live Public Key
    4. Live Private Key
    5. Client login (you)
    6. BriteCore login (for payCloud.io’s payment portal)
  4. Provide all the keys and logins to BriteCore.
  5. Arrange credit card transaction fee charges with payCloud.io.
  6. Use the payCloud.io portal for training.

BriteCore setup

To set up payCloud.io in BriteCore, you will need to:

  1. Enable the use-v2 advanced setting.
  2. Enable the Primoris (payCloud.io) vendor integration.

To enable the use-v2 advanced setting:

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, select Advanced.
  3. On the Advanced Settings screen, in the Search for a Setting box, type use-v2, and then select Search.
  4. In the use-v2 box, select True.

To enable the payCloud.io vendor integration:

  1. In the Settings menu, select Vendors.
  2. On the Vendors screen, in the Payment Processing section, select Primoris (payCloud.io).
  3. Next to Primoris, select the edit icon Edit icon.
  4. In the Primoris dialog box, complete the following steps:

    Note: PayCloud.io requires the cvv2 number so the setting doesn’t appear.

    1. In the Public Key box, type your public key.
    2. In the Private Key box, type your private key.
    3. Under Accept Credit Card Type, select the credit cards you want to accept.
    4. Under Options, select Allow ACH Payments if you want to accept ACH payments.
    5. Select Done.

Charge fees on credit card transactions

You will need to arrange your charging fees with payCloud.io.

Note: BriteCore neither stores nor references fees, so payCloud.io will send clients a separate report on fees charged and collected.

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