Follow the instructions below to successfully save your PayJunction API Credentials in CrossLink Online.
Overview
Create PayJunction API Credentials (in Payjunction)
Save the API Credentials in CrossLink Online
Activate Your Smart Terminal
Instructions to activate PayJunction's ZeroTouch terminal can be found here:
PayJunction - Installing ZeroTouch Terminal
Create PayJunction API Credentials (in Payjunction)
1. Log into your PayJunction account as an Administrator.
2. Click More > API Credentials.
3. In the top-right corner of this view, click + New API Credentials.
4. Leave the User Type set to "Unrestricted Credentials."
5. Enter a First Name, Last Name, and Email Address.
To ensure that report titles lineup properly between PayJunction and CrossLink, please use the following naming convention:
- FIRST NAME = CrossLinkAPI
- LAST NAME = Name of the location or business unit (no spaces)
- EMAIL ADDRESS = noreply@payjunction.com
6. Create a new unique Login and Password.
For the LOGINUSER ID: Use the same First and Last Name listed above (no spaces).
For the PASSWORD: Use at least 8 characters, with at least one uppercase, one lowercase, and one number.
7. Click Create.
Save the API Credentials in CrossLink Online
1. Log into CrossLink Online at the Office Level.
2. Click Office Settings.
3. Under Extended Setup, click PayJunction.
4. Enter your PayJunction API Credentials.
5. Click Save.
6. Click Close.
7. Create/Open a tax return.
8. Click Payments.
9. Select the PayJunction option.
10. Enter your PayJunction API Credentials.
11. Click Connect.
Congratulations! Once you have successfully completed this process, all other PayJunction payments will be automatically connected to your PayJunction account on future tax returns.