Syncing a Device - Workstation
The information in this article pertains to merchants who have signed up for Helcim from June 1, 2020, onward. If you are using Helcim's Legacy system, please click here.
Once you have downloaded the Helcim Payments app on your laptop or desktop computer, you are ready to connect your Helcim Card Reader with the Helcim Payments app.
Begin by opening up the Helcim Payments app and logging in.
You can now begin configuring your device. Enter your Device Nickname and PIN, the PIN will allow you to log back into the app faster and bypass the need to enter your password. If you have already created a PIN for your account, you will not be prompted to create another one.
Once you have entered your information, click on Save.
You will see a confirmation screen confirming the device has been saved, click on Got it to continue.
Now you can connect your Helcim Payments app with the Helcim Card Reader. To get started, click on Connect.
Next, please connect the Helcim Card Reader to your device using the USB cord.
Once you see the Connection Established notice, click on Next.
The app will now configure the Helcim Card Reader, this may take a few minutes to complete.
Once this process is complete you will see a confirmation screen and you can select Go to Dashboard to begin accepting payments.
WiFi Connection
Unless you require mobile capability, we recommend connecting the Helcim Card Reader via USB for a more consistent connection.
Once you have completed the USB Configuration, you can switch your connection type to WiFi if needed. To do this, click on Connect via WiFi on the bottom of the USB Configuration Complete screen.
You will be prompted to select the WiFi network you want to connect to from the list of available networks.
After selecting the network you want to connect to, click on Next.
Next, enter your WiFi password and click Connect.
The app will now complete the setup.
Once connected you will see the WiFi Configuration Complete screen, from here you can select Go to Dashboard.
