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Accepting online payments using CRE Secure

CRE Secure is an intermediary payment service that integrates with a number of payment providers. Using CRE Secure – and one of the payment providers they support – you can accept online credit card payments on your Wild Apricot website. CRE Secure acts as a middle man, providing support for payment providers that Wild Apricot does not directly support.

In addition to Authorize.Net, Global Payments, and PayPal – which are directly supported by Wild Apricot – CRE Secure supports the following payment providers:

  • Chase Paymentech Orbital
  • First Data
  • Litle
  • NMI
  • Orbital Enterprise
  • PayLeap
  • SagePay
  • SkipJack
  • TSYS Transit
  • USA ePAY
  • eProcessing Network

Before you can integrate your Wild Apricot site with CRE Secure, you must have a CRE Secure account, and an account with one of the payment providers supported by CRE Secure.

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Support for CRE Secure is being provided without full testing in a live environment. During this initial implementation – the beta release – certain features such as recurring payments and automatic refunds will not be supported. For more information, see What does "beta" mean?

Paying using CRE Secure

Once you've integrated your CRE Secure account with your Wild Apricot site, visitors to your site can pay online for membership fees and event registrations, and make donations.

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When a visitor fills out an integrated online form on your Wild Apricot website (e.g. membership application or event registration) and chooses to pay online, they will be redirected to a CRE Secure payment screen to make the payment.

On the CRE Secure payment screen, they fill out their credit card information then click the Submit button to complete the transaction.

After the payment is processed, the visitor is returned to the Invoices and payments tab on their member profile, where an invoice will appear, along with a payment entry, if the payment was successful.

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For security reasons, credit card information is not stored in Wild Apricot. Instead, CRE Secure receives and processes the payment details, then returns the status of the payment transaction, which is recorded in your Wild Apricot transaction details.

Setting up your CRE Secure account

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Instructions for third-party payment systems are provided as a courtesy and may contain out of date information or screen clips. For the latest instructions, consult the payment provider's website.

Before you can set up your Wild Apricot site to accept online payments using CRE Secure, you must set up a CRE Secure account. To create a CRE Secure account, click here.

While setting up your CRE Secure account, be sure to add payments.wildapricot.com to your list of authorized websites.

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To access the list, log into your CRE Secure account and click Gateway Information under My Profiles.

Integrating your CRE Secure account with Wild Apricot

Once you've set up your CRE Secure account, you can integrate it into your Wild Apricot site.

What you need to get started

To integrate your CRE Secure account with Wild Apricot, you will need your account ID and your API token.

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To find your account ID and API token, log into your CRE Secure account and click Connection Information under My Profiles.

Payment settings for CRE Secure

To integrate your CRE Secure account into your Wild Apricot site, follow these steps:

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  1. Under the Settings menu, click Finances.
  2. From the Finances settings screen, click Payment settings.
  3. On the Payment settings screen, click the Edit button.
  4. Click the Payment system drop-down list and select CRE Secure (beta).

     
  5. If you want to begin accepting online payments immediately, click the Live radio button. If you want to test your settings using test or sandbox accounts provided by your payment provider, click the Test/Sandbox radio button. While in test mode, your payment provider will accept or decline your test transactions as it would live transactions, but will not charge any credit cards or update any bank accounts. Wild Apricot will, however, create payment records and update Wild Apricot balances as it would with live transactions. For more information, see Live vs. test/sandbox modes.
  6. In the Account ID field, enter your CRE Secure account number.
  7. Click the Language drop-down and select the language to be used on the payment screen.
  8. Enter your account's API token.
  9. Select the credit card types you want to accept. (These should match what you have set up in your CRE Secure account.)
  10. Click Validate account to make sure your CRE Secure account details are valid.



    If the account validation fails, check to make sure you entered the account details properly.
  11. Click the Default country drop-down list and select the country where the majority of your visitors reside. Your selection will appear as the default country to your customers.
  12. Select the currency you want to use in your transactions. This must match the currency you have set up with your payment provider.

    Note: Do not change the currency after your site begins accepting online payments. If you change the currency, existing payment records will not be recalculated and will no longer display correct amounts.
  13. In the Instructions fields, add payment instructions to be displayed to your customers.
  14. Click Save changes.

Now that you have set up your Wild Apricot site to receive online payments, a Pay online button will appear after a visitor to your site clicks the Confirm button while applying for membership or registering for an event.

Recurring payments

Recurring payments are supported by CRE Secure but are not supported by Wild Apricot during the initial implementation of this payment system.


Video: Integrating CRE Secure
(5:29)

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