Completing Your PCI Compliance
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.
Helcim makes it easy to complete your PCI Compliance, most businesses can answer the questions and obtain their certification all from within their Helcim account.
To complete your PCI Compliance questionnaire, click on
Security and Compliance under
On the landing page, you can learn more about PCI Compliance and why it is important and view your current compliance status. If you have not yet completed your PCI Compliance questionnaire your status will be listed as
Completing the Questionnaire
You have 90 days from when your account is approved to complete your PCI Compliance by answering the security questions.
To get complete the compliance requirements, click on
Answer Security Questions.
The questions that are generated will vary depending on your type of business and operations. Once the form is generated, simply work through all the questions to complete your compliance.
If you need more information about any of the questions, simply click on the
i icon on the right-hand side for a more detailed description.
Once you have reviewed the questions, click on
You have now completed your PCI Compliance for the year. You can see your new status along with the date it is valid until displayed in green on the main landing page.
Changing Your Compliance Scope
If how you accept credit cards or your business operations change, you can update your compliance details by clicking on
Change My Compliance Scope.
You will now need to manually submit your compliance.
Uploaded File: Select the file you want to upload from your device
Compliance Type: Use the drop-down menu to select your compliance type
Your Name: This will be auto-populated with your username
Your Title: This will be auto-populated with the title entered in your account
Once you are done entering in the information, click on
Additional documentation and compliance requirements will be requested if you are using the Helcim API or Integrations to send full card numbers. Learn more here.