Zone 4 Integration
If you have an account with Zone 4 you can sign up for a Helcim account to integrate with the Zone 4 platform and accept payments.
Signing Up for Helcim
To sign up with Helcim begin by going to https://admin.helcim.com/signup/ and enter your name, club or organization name, and email address. Once you are done click on
You are now ready to begin the application process. For integration with Zone 4, you will want to select the $35/month Online option. Click on the
Start Now button below the account type.
On the next screen, you will need to confirm your country and the package, the $35/month Online package should be pre-selected for you. Once you have confirmed these selections, click on
Continue to Next Page in the top right-hand corner of your screen.
You will now be asked for your business information. Enter the business information specific to your club. For the last question, do you accept credit card payments directly on your public website, select
No as your club website will not be processing credit cards directly.
Once the business information is entered, click on
Transactions at the top of the page to move to the next section.
Next, enter the Transaction Information for your business using the text boxes and drop-downs on the page.
Search Code, clubs that have signed up for Zone 4 are usually Sporting and Recreational Camps, Recreation Services – Not elsewhere classified, Membership Organization – Not Elsewhere Classified, Athletic Fields or Ski Slopes.
If you’re offering a membership or program registration your
Average Delivery Turnaround will be one day, as membership and program benefits begin as soon as registration is complete.
Next, you need to enter the Transaction Volumes for your organization. Enter amounts as accurately as possible. If you are unsure, roundup from what you think it may be to ensure you are not processing more than your estimates as your account will be reviewed by an underwriter based on what you enter here.
Once you are done entering the Transaction Volumes, click on
Bank Accounts in the top menu to move to the next section.
Enter your organization's banking information into this screen. This is where the funds from your transactions will be deposited.
Once you have entered your banking information, click on
Principals/Owners to move to the next section.
Enter the contact information for the main owner of the account.
If you need to add more than one owner, scroll to the bottom of the page and click on
+ Add Principal.
Once you are done adding account owners, click on
On this screen, you can enter your Business Address, Corporate Address, Mailing Address, and Shipping Address.
Save Application to save all the information you have entered and then click
Continue to Submission Review to move to the next stage.
On this page, you will need to complete three steps. Begin by reviewing and signing the application agreement. You are able to e-sign the document from your computer.
Next, upload a void check or similar bank document to verify your banking information.
Finally, select your business verification document from the drop-down menu and click on
Upload Document to upload the file.
Now click on
Submit Application for Review.
Setting Up Your API Integration
Your application will now be reviewed by a member of the Helcim Team. While you wait for it to be reviewed, click on
Enter Demo Now to set up your API connection to Zone 4.
After clicking on
Enter Demo Now you will be taken to your dashboard.
From the dashboard click on
Next, click on
New API Access
Now, enter the details for the Zone 4 Integration.
Active: Toggle the radio button to
Name: Enter Zone4 into the textbox
Void: Toggle the radio button to
Refund: Toggle the radio button to
Settle: Toggle the radio button to
Access Self-Transactions Only: Toggle the radio button to
Terminals: Toggle the radio button to
Click the boxes at the top of the screen to turn on all the access restrictions. Then click on
Save to apply the changes.
When you click
Save, you will see a Token value listed below the Nickname. Copy that Token value into an email.
You will also need to copy the Account ID for your account into the email. For instructions on finding your Account ID, follow the steps in this article here.
Next, click on the
Integrations menu and
Helcim.js Configurations from the menu on the left-hand side of your screen.
Next, click on
Enter your information as follows:
Active: Toggle the button
Include XML on Response: Toggle the button
Name: tokenize only
Test Mode: Toggle the button to
Currency: Canadian Dollar
Transaction Type: Card Verify (Tokenize Only)
Terminal: Select the available terminal from the drop-down
Enforce Hashing: Toggle the button to
Then click on
When you click on
Save Helcim will generate a Token and a Security Key. Copy both of these into the same email you added the previous token and your Account ID into. These will be sent to Zone 4.
Once your Helcim account has been approved, send this email with the AccountID, API Token, Helcim.js Token, and Secret Key value to firstname.lastname@example.org so that Zone4 can link your Zone4 account with your new Helcim merchant account.
Zone4 will connect your Zone4 account to your Helcim account and then test the connection. In order to test the integration fully, Zone4 will do the following:
- Set up and approve a new registration called “Helcim Live Test”.
- Register ourselves into that registration and pay $2. This ensures our credit card is charged successfully.
- Zone4 will then refund $1 of that transaction from within Zone4 to make sure refunds are working correctly.
- Zone4 will leave the remaining $1 on our card so that your first transaction can settle automatically that night and you should see the first deposit into your bank account the next day.
After successfully testing your account, Zone4 will notify you that you can begin running transactions through Zone4 onto your merchant account.
For clubs that have been on Helcim legacy gateway, it is very simple to switch to Helcim Commerce and take advantage of Zone4’s tighter integration and easier refund and charge adjustment functionality. Firstly, you must contact Helcim by email or phone to request the activation of your Helcim Commerce account. The easiest is to send the email from the main club email that setup your Helcim legacy gateway so that Helcim has written authorization from the email address they have on file. It will take about 4-5hrs for Helcim to migrate your legacy carts and transactions so plan to have your any open registrations closed during this time so no transactions get processed while the migration is progressing. Once migration is complete, Helcim will send you new login details for Helcim Commerce. Proceed with the steps above to set up the link between your Helcim account and Zone4.