Configure QuoteWerks Portal
In order to facilitate the exchange of payment information from QuoteWerks, Wise-Pay is configured as a proxy, using the Authorize.Net framework to transact payment information securely from QuoteWerks Portal to your preferred Payment Provider.
Configure Wise-Pay Proxy
- Log into Wise-Pay
- Click Configure
- Click Merchants
- Click Edit
- Click Proxy Tab
- Proxy Type: select QuoteWerks (Authorize.Net)
- Proxy User: select the ConnectWise user associated with the account
- Click Generate
- Click Display
- Make note of the Transaction Key and the URL's
Transaction Key - This is the key used to link the payment to your account
Test URL - The URL that QuoteWerks will use to submit test transactions, when Live Mode is disabled
Live URL - The URL that QuoteWerks will use to submit live transactions, when Live Mode is enabled
Recurring Test URL - The URL that QuoteWerks will use to submit Recurring Payment Information, when Live Mode is disabled
Recurring Live URL - The URL that QuoteWerks will use to submit Recurring Payment Information, when Live Mode in enabled - Click Save
Configure QuoteWerks Portal
You will need to contact Support (support@quotewerks.com) at QuoteWerks and request that Wise-Pay integration is provided.
You will need to copy the Transaction Key and Live URL into QuoteWerks configuration page.