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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.

  1. Type 0``0``0``1 into the Card Reader keypad to bring up the Admin Menu
  2. Press 1 or the Green Button to select Communication Type
  3. Press 4 or scroll down to select Bluetooth then press the Green Button to select it
  4. Press the Yellow Button twice to change screens to the Save and Reboot screen
  5. Please 1 or the Green Button to reboot the Helcim Card Reader
  6. Once the Helcim Card Reader has rebooted, press Next Step on 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.

  1. Enter 0``0``0``1 in the keypad of your Helcim Card Reader to access the Admin Menu
  2. Press 3 or Scroll Down to the menu option Bluetooth Parameters and press the Green Button to select this option
  3. Press 2 or Scroll Down to the Phone Pairing menu option and press the Green Button
  4. 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 Settings Bluetooth is turned On and the iPad has found the available Helcim Card Reader.
  5. Select the Helcim Card Reader from the list of Available Devices and confirm the pairing code on both devices by clicking Pair on your tablet, and the Green Button on your card reader
  6. Once done, click on Next Step in 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 Connect. 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 Sync Files. Next, select how you want to connect the device, either Bluetooth or 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.

Troubleshooting Tips

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 Button at 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

Related Articles

Download the App - Tablet or Mobile Phone
Download the App - Workstations - Windows or Mac
Syncing a Device - Workstation
Syncing a Device - Mobile
Adding a Device
App Download and System Requirements

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