Legacy Virtual Terminal Users Migration Information
If you are currently using the Helcim Legacy Gateway or Legacy Virtual Terminal, your account needs to be migrated to Helcim's new service as your current platform is reaching its end of life in 2022.
We're excited to welcome you to Helcim's new platform! The new service will provide enhanced functionality and an improved user experience, while giving you access to the latest payment tools. You will no longer have a monthly fee for your account and you'll maintain your current processing rates.
Beginning in April 2021, you will notice a pop-up notification when logging into your Legacy Account. This notification will ask you to confirm your account information to begin the migration process. Once you've confirmed your information, the migration will take place within 5 business days and you will receive an email with your new login information. You will be able to process as normal while we work on setting everything up for you on our new platform.
If you have any questions about the migration process, please contact us at 1-877-643-5246 or email [email protected]
Helcim Legacy Merchant Migration FAQs
Will this impact my login?
Yes. You will now login to Helcim's main merchant dashboard, at hub.helcim.com. As part of the migration, you will receive a new username and password. The new system also allows unlimited users, so you can create individual logins for each of your staff.
Will this impact my integrations?
No. Integrations using the legacy gateway API, Helcim.js v1, and hosted payment pages will be emulated to the new end-points. There should be no impact to your ongoing payments.
Will my payment pages still work?
Yes. Your payment pages will continue to function as they always have. However, once the migration is complete, you will no longer be able to edit or change them. Your new account provides the tools needed to create new payment pages. The Helcim Merchant Experience Specialists will be happy to assist you if you have any questions about this transition.
Will I keep my data?
Yes. Your customer list, stored credit cards and recurring entries will be ported to the new system. Your prior 12-months of transaction history will also be ported to the new platform.
Will this increase my rates?
No. Your existing processing rates are being honored in our new processing system, and you will no longer have a monthly fee! That's right - no monthly account fee. Also, there are no longer any PCI or PCI non-compliance fees with our new service.
Will this impact my deposits?
Yes. Helcim now handles the daily bank deposits instead of Elavon, so you will now see Helcim Inc. as the depositor name on your bank accounts. Please note that daily settlements will now be net of the processing fees, instead of fees being debited at the end of each month. Your new Helcim dashboard will provide a detailed breakdown of settlements for easy bank reconciliation.
Please keep in mind that this change will take effect the moment of migration.
I use QuickBooks, will this make it harder to reconcile my deposits?
No. Helcim provides detailed bank transfer reports making it easy to see your transaction totals and the total fees for each batch. Creating a clearing account in QuickBooks can also help streamline the reconciliation process for net billing deposits. Learn more here.
Will I need to update my banking information?
Yes. The one piece of information you will update is your Bank Account information. Upon your first login, please navigate to the Banking tab under My Business to link your Bank Account. If you are not the business owner, please contact the business owner (or the account administrator) on your account and have them navigate to the Banking tab at their earliest convenience.
Can I still access and edit my account settings?
Yes. You can access your account settings from any of the feature pages within your account. Simply click on the
Cog icon in the top right-hand corner of your screen. You can view additional details on managing your settings here.
Can I create new users?
Yes. Once the migration is complete please login to create and edit user access as needed. Your new account includes simplified user roles for easier editing and management of team members.
Will I still be able to accept payments from all card types?
Yes. You will be able to accept all card types (Visa, Mastercard, AMEX, etc) with the exception of the Discover card if you are a Canadian merchant operating in USD.
Below you will find videos and support articles to help guide you through using the new system.
Helcim Payments works on most browsers, but functions best on Chrome and Safari.
Intro to the Virtual Terminal
Learn more about viewing and searching your transaction history here.
Please note that refunds can no longer be processed for any amount, they have to be performed on a specific transaction. Learn more about reversals and refunds here.
Settlements & Batches
Learn more about viewing your credit card batches here.
Learn more about Helcim Customer Management here.
Learn more about how to send a payment request here.
Learn more about payment pages here.
Learn more about how to use recurring invoicing here.
Intro to the My Business Dashboard
Learn more about what's in your My Business Dashboard here.
Manage Employee Roles
View Your Statements and Settlement Information
Create a Support Ticket
Completing Your PCI Compliance
Learn more here.