WEBINAR RECORDING: Seize #GivingTuesday Success with Fundraising Wisdom and Salesforce. Watch >>

Setting up the iATS payment processor credentials

created

In order to use the iATS payment processor, you will need input credentials into Soapbox that will be provided by your iATS for Agent Code and iATS Password.

How you enter these credentials in Soapbox is determined by the version of the Soapbox administrator your site has.

I have the Soapbox Engage Administrator with...I have the Soapbox CMS Administrator with...
  • Main menu with no drop down options
  • Home link in the main menu
  • Soapbox Engage User Account module at the top of the right column of the home page

  • Main menu with many drop down options
  • Extentions link in the main menu
  • Getting Help with Your Soapbox Site module at the top of the right column of the home page

For Soapbox sites using the Soapbox Engage administrator:

  1. Login to your Soapbox Engage administrator
  2. In the right column, click Payment Processor Settings
  3. For Payment Gateway, select iATS
  4. For Agent Code, enter the information from your iATS account
  5. For iATS Password, enter the information from your iATS account
  6. For Test Mode, select No, if you are using a iATS production account, or Yes, if you are using a iATS sandbox account for testing purposes
  7. Click Save Payment Processor Settings

For Soapbox sites using the Soapbox CMS administrator:

  1. Login to your Soapbox Engage administrator
  2. In the main menu, go to Extensions > Plugin Manager
  3. In the Plugin Manager, in the upper right for the drop down that says "- Select Type -", choose "payment-gateway"
  4. In the filtered list of plugins, disable any except Payment Gateway - iATS by clicking the icon in the Enabled column
  5. Enable Payment Gateway - iATS by clicking the icon in the Enabled column
  6. Click Payment Gateway - iATS
  7. In the right column, for Agent Code, enter the information from your iATS account
  8. For iATS Password, enter the information from your iATS account
  9. For Test Mode, select No, if you are using a iATS production account, or Yes, if you are using a iATS sandbox account for testing purposes
  10. Click Save
Have more questions? Submit a request
Article is closed for comments.