Channel Profile, Card Type Mapping, and Payment Method Configuration for Dynamics 365

Description: In order for Store Commerce to use the Shift4 operations provided by the connector, we will need to assign the proper values for card types and ranges, configure the payment methods for Shift4 Gift Card and Card Tokens, and then map them to their respective operation IDs. These will be used by the connector to identify the proper operations that the POS buttons will be assigned to.

• Set Up Payment Methods
• Set Up Card Types
• Set Up Card Numbers (Card Ranges)

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Set Up Payment Methods

1. Log into the Back Office and navigate to Retail and Commerce > Channel setup > Payment methods.
   
   
2. Ensure that a Card payment method already exists. If it does not, create one.
3. Select New.
4. Under Payment method, enter the next number in sequence for your available Payment methods, and assign it the name of ‘Shift4 Gift Card.’ Set the Default function to ‘Card.’
   
5. Select New again to add another payment method ID. 
6. Under Payment method, enter the next number in sequence for your available Payment methods, and assign it the name of ‘Card Token.’ Set the Default function to ‘Card.'
   
7. Select Save.

Set Up Card Types

1. Navigate to Retail and Commerce > Channel setup > Payment methods > Card types.
   
2. Select New to create a new Electronic payment type using the following parameters:
   • ID: EXTGC
   • Electronic payment name: i.e. IYC
   • Type: Gift card
   • Issuer: Credit provider
3. Select Save.
4. Verify that at least the following card types are present:

ID Name for Mapping	Electronic Payment Name
AMEXPRESS	American Express
DISCOVER	Discover card
GIFTCARD	Gift card (Internal D365 Gift Cards, separate from UTG processed gift cards)
MASTER	Mastercard
VISA	Visa card
EXTGC	IYC/TCC (for UTG processing)

 

Set Up Card Numbers (Card Ranges)

1. Navigate to Retail and Commerce > Channel setup > Payment methods > Card numbers.
   
2. Select New.
3. Under Card ID, enter the ‘EXTGC’ card type you created previously.
   
   • For 'Card number from', enter the lowest value for the first four digits of the gift cards that will be used.
   • For 'Card number to', enter the highest value for the first four digits of the gift cards that will be used.
   • For 'Digits to identify', enter ‘4.’
4. Once done, select the Save icon and run a Distribution Schedule task to push the parameter changes to the POS Software module. If you still have other changes to make, leave this step for last.