Syncing a Device - Tablet
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 to your Apple or Android Device, you are ready to configure your device and set up your Helcim Card Reader.
Begin by clicking on the Helcim Payments app icon to open the app.
Next, log into the app using your Helcim username and password, these are the same credentials that you used to set up your account originally. Click on
Log In when you’re done entering the information.
Now, you can configure your device using the text boxes, click on
Save when you’re done.
Device Nickname: Enter a recognizable name for the device if you’re using multiple devices at your business. For example, Front Counter iPad.
Personal PIN: You can create a PIN to quickly log into the app, enter your preferred number sequence to create a PIN. You can enter between 4-10 numbers to create your unique PIN.
You will see a Configured Successfully message once your device has been saved. If you have ordered and received your Helcim Card Reader, click on
Set up a Card Reader to sync your device.
If you don’t have your card reader yet, or you’re not going to be accepting in-person payments, simply click on
Go to Dashboard to explore the app and access your Helcim account.
If you have selected
Set up a Card Reader you will now follow the directions displayed in the app to complete the Device Setup.
0``0``0``1into the Card Reader keypad to bring up the Admin Menu
Green Buttonto select
4or scroll down to select
Bluetooththen press the
Green Buttonto select it
- Press the
Yellow Buttontwice to change screens to the
Save and Rebootscreen
Green Buttonto reboot the Helcim Card Reader
- Once the Helcim Card Reader has rebooted, press
Next Stepon your tablet to continue the pairing process
After completing all the steps on the screen click on
Next Step to continue.
You will now pair your Helcim Card Reader with your iOS or Android Device. Follow the steps displayed in the Helcim Payments app to complete this step.
0``0``0``1in the keypad of your Helcim Card Reader to access the Admin Menu
Scroll Downto the menu option
Bluetooth Parametersand press the
Green Buttonto select this option
Scroll Downto the
Phone Pairingmenu option and press the
- Next, on your tablet device, navigate to where the Bluetooth options are, often under Settings on the device, and search for Available Devices. In the screenshot below you will see that under the iPad
SettingsBluetooth is turned
Onand the iPad has found the available Helcim Card Reader.
- Select the Helcim Card Reader from the list of Available Devices and confirm the pairing code on both devices by clicking
Pairon your tablet, and the
Green Buttonon your card reader
- Once done, click on
Next Stepin the Helcim Payments App on your device to continue.
Once you have paired your tablet with the Helcim Card Reader, return to the Helcim Payments app and click on
Next Step to continue.
You can now tap on the drop-down menu to bring up a list of available devices. It should show the card reader you just paired with your tablet in the previous step. Click on the device to select it and then click on
After you click on
Connect the app will sync the files with the Helcim Card Reader. Once the sync has loaded to 100%, click on
Next, select how you want to connect the device, either
WiFi by clicking the button. The device will be connected by Bluetooth already, if you select
WiFi you will need to select your network to continue.
The device will now sync, this may take a few minutes, please be patient.
Once the device sync is complete the app will take you to the
New Payments screen and you’re ready to begin accepting payments. You can check on the status of your Helcim Card Reader by viewing the icon in the top right-hand corner of the screen. The icon will be green when the device is connected.
Here are a few helpful tips that may help you troubleshoot any issues with the initial sync:
- If the Helcim Payments app stops responding, try closing the app completely and restarting it
- You can restart the Helcim Card Reader by pressing the
*key and the
Yellow Buttonat the same time
- If the device isn't connecting by Bluetooth, try removing the device from the list of available devices under your tablet's Bluetooth settings before then re-connecting it before moving forward with the instructions