Step 1: Review the steps in this process
Review all of the steps in this process and contact us at cardservices@evosus.com if you have any questions or concerns.
To upgrade to this release, you must at least be on version 6.3.X of Evosus Software and using a compatible operating system and Microsoft SQL Server.
Step 2: (2-3 days later) You get a welcome email from OpenEdge
You'll receive a welcome email from OpenEdge generally 2-3 business days after we contact you. The email includes a link to the OpenEdge Merchant Platform Transition website.
Use this site to do the following:
#1 Lease or buy new card reader terminals from OpenEdge - You need new credit card reader terminals to process EMV and NFC credit card transactions. OpenEdge sells and leases Ingenico iPP320 card readers, and you must buy or lease these from OpenEdge because a specific software must be installed on each card reader. You only need card readers for point of sale terminals. You do not need card readers for credit card payments keyed in by the back office using Evosus.
#2 Sign up for Decline Minimizer - Decline Minimizer is a free service offered by OpenEdge that automatically keeps customer credit card information up to date. Click here for more information about this program. To sign up for Decline Minimizer, you have to print out and sign the document on the OpenEdge Merchant Platform Transition website, and then upload the document.
Step 3: Receive your new card reader terminals
Once you get your new Ingenico iPP320 card reader terminals, you are ready to proceed to the next step.
Generally, you will receive your new card reader terminals 3-5 business days after placing your order. Contact OpenEdge if you have any questions.
Step 4: (5 - 10 days after you complete Step #2 ) Set up new merchant portal
You will receive an email from OpenEdge once your OpenEdge account is moved to the new platform. This email contains all of your new merchant account information.
Set up your OpenEdge MerchantPortal. You can watch a video that guides you through the features of the new portal.
You can use your merchant portal to generate reconciliation reports, and view the status of transactions. The administrator of your merchant portal should do the following:
#1 Set up users, and user permissions
#2 Select any locations that need to be linked together
Step 5: Schedule your installation appointments
OpenEdge will contact you to schedule your installation appointments. There are two appointments.
- Appointment #1: Set up new card reader terminals - During this appointment, OpenEdge will guide you through installing the new card reader terminals, and they will verify that you are ready to install Evosus.
- Appointment #2: Install Evosus - In this appointment, OpenEdge upgrades you to Evosus version 6.5. This appointment has to occur before business hours, or after business hours, and it will probably take two or three hours.
Step 6: OpenEdge installation appointment #1
In this appointment, OpenEdge will guide you through the following:
#1 Set up the new card reader terminals.
#2 Install RCM on every POS workstation - The OpenEdge Remote Client Manager (RCM) software handles the communication between the credit card reader and OpenEdge. RCM must be installed on every workstation that is attached to a card reader. After this appointment is complete, you will still accept payments using your old card reader terminals, and you will still use your old merchant portal to reconcile the transactions.
Step 7: Prepare for OpenEdge appointment #2
If appointment #2 is after business hours...
Perform the following steps after business hours, but before your OpenEdge installation appointment:
#1 Force settlement of transactions: Force the settlement of your credit card transactions. This process is documented in the email from OpenEdge. Contact OpenEdge if you have any questions at all about this process.
#2 Refresh Request Status: Once the transactions are settled, use the Refresh Request Status button in Evosus to update the status of the credit card batches in Evosus (Administration > Evosus Card Services > Refresh Request Status). You must do this before backing up your database and upgrading to Evosus version 6.5.
#3 Make a backup copy of your database: Make a backup copy of your database. This is a very important step. If you have a backup copy, we can restore your database if anything goes wrong during the upgrade process.
If appointment #2 is before business hours...
Perform the following steps in the morning prior to your OpenEdge installation appointment:
#1 Verify all transactions are settled - Log into your old merchant portal and verify that all credit card transactions have been settled. Contact OpenEdge if you have any questions at all about this process.
#2 Verify the transactions are settled in Evosus - Log into Evosus and verify that the status of the credit card transactions have been updated in Evosus. The status of the transactions must be updated in Evosus before the database was backed up.
#3 Verify that your database has been copied - If you have a backup copy, we can restore your database if anything goes wrong during the upgrade process.
Step 8: OpenEdge installation appointment #2
OpenEdge will do all of the following during the installation appointment:
- Download and install Evosus v6.5 - Once you upgrade, you cannot receive credit card payments until OpenEdge has completed the setup!
- Run some test transactions and get you started!
Step 9: Complete
The upgrade is complete and you are now ready to accept credit card payments using the new card reader terminals.
- How do you reconcile credit card transactions that occurred prior to upgrade? - Credit card transactions recorded prior to the upgrade can be closed and reconciled using your old merchant portal.
- How do you reconcile credit card transactions that occurred after upgrade? - Once you upgrade to the new release, you need to use your new merchant portal to review and reconcile the credit card transactions.