The steps below describe how to view and copy your Moneris Go portal store's API token.

Note:  The API token is a unique alphanumeric value that is assigned to every Moneris Go portal store. The API token is used to authenticate a store and facilitate ecommerce transactions through that store. For information on how to use the API token in your ecommerce integration, visit the Moneris Developer Portal (https://developer.moneris.com), and refer to the ecommerce integration guide for your integration type.

1. Log into the Moneris Go portal, and access the store containing the API token that you want to view or copy (see Moneris Go portal - Logging into the Moneris Go portal).
   Note:  If you have multiple stores linked to your user account, you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Settings > Developer tools.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Developer tools" page displays, you should see the "API Token" module (shown below), which lists your store's API token and store ID.
   Note: If the "API Token" module is not displayed, click on the API token tab to display the module.
   Important! To prevent your API token from being compromised, do not share it over email, text message, etc.
   
4. If you want to copy the API token to your device's clipboard:
   1. Click on the Copyicon.
   2. When the "API Token copied" response displays, the operation is complete.
      Important! To prevent your API token from being compromised, do not share it over email, text message, etc.

Follow the steps below to create a new checkout profile. A profile defines the parameters and behaviour of your Moneris Checkout integration.

Important! To integrate Moneris Checkout into your ecommerce solution, you need to create and configure your Moneris Checkout profile in conjunction with developing your ecommerce solution according to Moneris' integration specifications as outlined in Moneris Go portal - Moneris Checkout - How to get started.

1. Log into the Moneris Go portal, and access the store through which you want to create the checkout profile (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If you have multiple stores linked to your user account , you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Settings > Developer tools.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Developer tools" page displays, click on the Moneris Checkout Configuration tab to display the "Create a checkout profile" module (shown below).
   Note: If one or more checkout profiles are saved, they will be listed in the "Checkout profiles" module (shown below).
   
4. Go to the "Create a checkout profile" module, and do following:
   1. In the Checkout alias field, optionally enter checkout profile alias.
      Note: An alias can make it easier for you to identify a specific checkout profile when you have more than one. If you do not append a custom alias, the default alias, "Standard" will be applied. (You can always update the alias at a later time.)
   2. Click on the Create profile button.
   3. When the new profile is created (shown below), click on the Save profile button.
      Note: The profile's "Checkout ID" (shown below) is a unique alpha-numerical string that is used in the preload request to identify and regulate the checkout integration in your ecommerce solution.
      
   4. When the "Successfully saved profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.

Follow the steps below to reopen a checkout profile.

1. Log into the Moneris Go portal, and access the store containing the MCO profile that you want to reopen (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If you have multiple stores linked to your user account , you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Settings > Developer tools.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Developer tools" page displays, click on the Moneris Checkout Configuration tab to display the "Checkout profiles" module (shown below).
   
4. Go to the "Checkout profiles" module, and click on the profile that you want to open.
   Note: To change the number of profiles listed on the page, click on the "Show # items per page" drop-down, and select a number (10, 25, or 50). To advance to the next page or last page, click on the Next page > icon or the Last page >> icon respectively. To go back to the previous page or the first page, click on the Previous < icon or the First page << icon respectively.
5. When the profile is open in your configurator (shown partially below), you can:
   • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
   • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
   • Delete the profile (see Moneris Go portal - Moneris Checkout - Deleting a Moneris Checkout profile).
     

Follow the steps below to generate a full-screen preview of your MCO checkout. The preview is based on the checkout profile's current configuration.

Note: The preview function is supported only if the checkout is configured to use Moneris for the complete set of online payment forms (see Moneris Go portal - Moneris Checkout - Configuring the "Checkout type" setting).

1. Ensure the profile for the checkout that you want to preview is open on your screen.
   Note: To reopen an existing profile, see Moneris Go portal - Moneris Checkout - Reopening a Moneris Checkout profile. To create a new profile, see Moneris Go portal - Moneris Checkout - Creating a Moneris Checkout profile.
2. While the profile is open in your configurator (shown below), click on the more options (ellipsis)button.
   
3. When the drop-down displays (shown below), click on Full screen preview.
   
4. Wait while the MCO configurator generates the checkout preview (shown below).
   Note: Your checkout preview will look different depending on how you have configured the profile.
   
5. When you are finished previewing the checkout, click on the Exit full screen preview button to return to your MCO configurator screen.
   • To configure profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.

Follow the steps below to delete a checkout profile by using the delete function in the "Checkout profiles" module.

Note: To delete the profile using the delete function in the open profile, see Moneris Go portal - Moneris Checkout - Using an open MCO profile's deletion function.

Important! Please ensure that you perform this operation per your ecommerce solution's integration requirements. A profile's unique checkout ID is used in the preload request to identify your ecommerce solution's Moneris Checkout integration. You must develop your ecommerce solution per Moneris' integration specifications as outlined in Moneris Go portal - Moneris Checkout - How to get started.

1. Log into the Moneris Go portal, and access the store containing the MCO profile that you want to delete (see Moneris Go portal - Logging into the Moneris Go portal).
   Note: If you have multiple stores linked to your user account , you can use the My Stores function to move between your stores (see Moneris Go portal - Using My Stores).
2. On the sidebar menu (shown below), click on Settings > Developer tools.
   Note: If the sidebar menu is not displayed on your screen, click on the "menu" iconin the top left corner of your screen, or expand your browser window to display the sidebar menu.
   
3. When the "Developer tools" page displays, click on the Moneris Checkout Configuration tab to display the "Checkout profiles" module (shown below).
   
4. Go to the "Checkout profiles" module, and do the following:
   1. Locate the MCO profile that you want to delete, and click on its Deleteicon.
      Note: To change the number of profiles listed on the page, click on the "Show # items per page" drop-down, and select a number (10, 25, or 50). To advance to the next page or last page, click on the Next page > icon or the Last page >> icon respectively. To go back to the previous page or the first page, click on the Previous < icon or the First page << icon respectively.
   2. When the "Delete profile" dialog displays, click on its Yes button.
      
   3. When the "Profile deleted successfully" response displays, the operation is complete.
      Note: The deleted profile will be de-listed from the "Checkout profiles" module.

Follow the steps below to use an open MCO profile's delete function to delete the profile.

Note: To delete a closed profile, see Moneris Go portal - Moneris Checkout - Deleting a Moneris Checkout profile.

1. While the profile is open in your configurator (shown partially below), click on the (more options) ellipsisbutton.
   
2. When the drop-down displays (shown below), click on Delete profile.
   
3. When the "Delete profile" dialog displays (shown below), click on its Yes button.
   
4. When the "Profile deleted successfully" response displays, the operation is complete.
   Note: The configurator will refresh back the "Developer tools" page, and the deleted profile will be de-listed from the "Checkout profiles" module on that page.

Follow the steps below to edit the checkout profile's alias. If you configure a custom alias yourself, it can make it easier for you to identify a specific profile if you have more than one.

1. Ensure the checkout profile that you want to configure is open on your screen.
   Note: To reopen an existing profile, see Moneris Go portal - Moneris Checkout - Reopening a Moneris Checkout profile. To create a new profile, see Moneris Go portal - Moneris Checkout - Creating a Moneris Checkout profile.
2. While the profile is open in your configurator, click on the aliasicon (shown below).
   
3. When the "Edit checkout alias" window displays (shown below), do the following:
   
   1. Enter the new alias in the Checkout alias field.
   2. Click on the Save button to close the window.
4. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).

Follow the steps below to configure the customer details to capture in the checkout. Customer details include first name, last name, phone, email, billing address, and shipping address.

Note:  Customer details settings are visible only if the profile is configured to use Moneris for the complete set of online payment forms (see Moneris Go portal - Moneris Checkout - Configuring the "Checkout type" setting).

Important! To integrate Moneris Checkout into your ecommerce solution, you need to create and configure your Moneris Checkout profile in conjunction with developing your ecommerce solution according to Moneris' integration specifications as outlined in Moneris Go portal - Moneris Checkout - How to get started.

Follow the steps below to add one or more shipping controls to restrict the available shipping address(es) that customers will be permitted to select when entering their shipping details in the checkout.

1. Ensure the checkout profile that you want to configure is open on your screen and is enabled to support capturing customer personal details (see Moneris Go portal - Moneris Checkout - Configuring the checkout's "Customer details").
2. Go to the "Customer details" module (shown partially below), and checkmark the Shipping address box.
   
3. Click on Add countries provinces/states.
4. When the "Add shipping controls" window displays (shown below), click on the "Countries" drop-down and select one or more countries (e.g., Canada) as desired.
   
5. If the "Provinces/States" drop-down displays (shown below), and you want to impose a province state shipping control, click on the drop-down and select the desired province(s)/state(s).
   
6. When you are finished, click on the Save button to close the window.
   Note: When the page refreshes, the countries/provinces/states to which you applied shipping controls will be listed under "Shipping countries" and "Shipping provinces/states" respectively (shown below).
   
7. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).

Follow the steps below to remove one or more shipping controls in the checkout.

1. Ensure the checkout profile that you want to configure is open on your screen and is enabled to support capturing customer personal details (see Moneris Go portal - Moneris Checkout - Configuring the checkout's "Customer details").
2. Go to the "Customer details" module (shown partially below), and do the following:
   
   1. Under "Shipping countries" and/or "Shipping provinces/states", click on the delete icon (X) beside the destination that you want to remove (de-list).
   2. When the "Shipping control deleted successfully" response displays, go to the next step.
3. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).

Follow the steps below to enable/disable a default currency in the checkout.

Note: Default currencies include Australian Dollar, Canadian Dollar, Euro, Hong Kong Dollar, Indian Rupee, Pound Sterling, UAE Dirham, US Dollar, Won, Yen, and Yuan Renminbi. If a currency listing is enabled, customers may opt to pay in that currency when using the checkout.

1. Ensure the checkout profile that you want to configure is open on your screen and multi-currency pricing is enabled in the checkout (see Moneris Go portal - Moneris Checkout - Configuring the checkout's "Multi-currency pricing" settings).
2. Go to the profile's "Multi-currency" module (shown below), and confirm that the "Default currencies" list is displayed. (If it is not displayed, unmark the Add all currencies box.)
   
3. Enable/disable one or more default currencies as desired.
   Note: To enable a currency, checkmark the box beside it. To disable a currency, unmark the box beside the undesired currency. Support for pricing in Canadian dollars is mandatory (i.e., the "Canadian Dollar" listing is always enabled).
4. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).

Follow the steps below to edit a percentage markup for one or more listed checkout currencies when the "Add all currencies" feature is disabled.

1. Ensure the checkout profile that you want to configure is open on your screen and multi-currency pricing is enabled in the checkout (see Moneris Go portal - Moneris Checkout - Configuring the checkout's "Multi-currency pricing" settings).
2. Go to the profile's "Multi-currency" module (shown below), and do any of the following:
   Note: Ensure the Add all currencies box is unmarked.
   
   To edit the percentage markup of each currency independently:
   1. Locate the currency that you want to edit, and enter a numeric % value in the currency's Markup field.
   2. Repeat for each currency that you want to edit.
      To edit the percentage markup of all currencies simultaneously:
      1. In the % Markup to all currencies field, enter a numeric % value.
      2. Click on the Apply to all button.
3. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).

Follow the steps below to edit a percentage markup for one or more listed currencies in the checkout when the "Add all currencies" feature is enabled.

1. Ensure the checkout profile that you want to configure is open on your screen and multi-currency pricing is enabled in the checkout (see Moneris Go portal - Moneris Checkout - Configuring the checkout's "Multi-currency pricing" settings).
2. Go to the profile's "Multi-currency" module (shown below), and click on Edit markup.
   Note:  The Add all currencies box must be checkmarked.
   
3. When the "Edit currency markup" window opens (shown below), do one of the following:
   
   To edit the percentage markup of any currency independently:
   1. Enter a numeric % value in field beside the currency that you want to edit.
   2. Repeat for each currency that you want to edit.
   3. Click on the Save button to close the window.
      To edit the percentage markup of all currencies simultaneously:
      1. In the % Markup to all Currencies field, enter a numeric % value.
      2. Click on the Apply to all button.
      3. Click on the Save button to close the window.
4. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).

Follow the steps below to add (enable) a supplemental currency in the checkout.

1. Ensure the checkout profile that you want to configure is open on your screen and multi-currency pricing is enabled in the checkout (see Moneris Go portal - Moneris Checkout - Configuring the checkout's "Multi-currency pricing" settings).
2. Go to the profile's "Multi-currency" module (shown below) and confirm that the "Default currencies" list is displayed. (If it is not displayed, unmark the Add all currencies box.)
   
3. Click on Add currency.
4. When the "Add currency" window displays (shown below), do the following:
   1. Click on the drop-down, and select the currencies that you want to add.
   2. When you are finished, click on the Save button to close the window.
   3. When the "Additional currency saved successfully" response displays, confirm that the "Additional currencies" list is updated.
      
5. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).

Follow the steps below to enable and list all supplemental currencies in the checkout simultaneously.

1. Ensure the checkout profile that you want to configure is open on your screen and multi-currency pricing is enabled in the checkout (see Moneris Go portal - Moneris Checkout - Configuring the checkout's "Multi-currency pricing" settings).
2. Go to the profile's "Multi-currency" module (shown below), and checkmark the Add all currencies box.
   
3. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).

Follow the steps below to configure the checkout's payment settings, including digital wallets, card logos, card details, transaction type, gift cards, and transaction limits.

Important! To integrate Moneris Checkout into your ecommerce solution, you need to create and configure your Moneris Checkout profile in conjunction with developing your ecommerce solution according to Moneris' integration specifications as outlined in Moneris Go portal - Moneris Checkout - How to get started.

If you enabled the "Auto decision by Moneris" feature for the checkout as described in Moneris Go portal - Moneris Checkout - Configuring the checkout's "Payment security", please refer to the table below to inform your fraud-prevention tool configuration choices.

AVS = address verification service | CVV = card verification value [1] | CAVV = cardholder authentication verification value

1. May be referenced as "CVD" (card verification digits) on some reports and transaction pages.
2. May be referenced as "CVD" (card verification digits) on some reports and transaction pages.
3. May be referenced as "CVD" (card verification digits) on some reports and transaction pages.

Follow the steps below to edit the details of a saved recipient address, which is configured to receive confirmation email regarding every approved/declined transaction that is processed through the checkout.

1. Ensure the checkout profile that you want to configure is open on your screen and email content and permissions are set (see Moneris Go portal - Moneris Checkout - configuring the checkout's "Email Communication").
2. While the profile's "Email communication" module is open in your configurator, go to the "Merchant email recipients" list (shown below), and click on the email recipient that you want to edit.
   
3. When the "Edit email recipient" window displays (shown below), edit any of the fields/settings as desired:
   
   1. In the First name field, enter the recipient’s given name.
   2. In the Last name field, enter the recipient’s surname.
   3. In the Position/label, enter the recipient’s position title.
   4. In the Email address field, enter the recipient’s email address to which you want customer confirmation emails to be sent.
      • To enable the recipient to receive confirmation emails for transactions that are approved, checkmark the Approved transactions box.
      • To enable the recipient to receive confirmation emails for transactions that are declined, checkmark the Declined transactions box.
   5. Click on the Save button to close the window.
4. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).

Follow the steps below to remove a recipient from the checkout's merchant email recipient list thereby preventing them from receiving confirmation email regarding approved/declined transactions that are processed through the checkout.

1. Ensure the checkout profile that you want to configure is open on your screen and the checkout's email content and permissions are set (see Moneris Go portal - Moneris Checkout - configuring the checkout's "Email Communication").
2. While the profile's "Email communication" module is open in your configurator (shown partially below), go the "Merchant email recipients" list, and do the following:
   
   1. Locate the recipient that you want to remove, and click on its Deleteicon.
   2. When the "Delete email recipient" dialog displays (shown below), click on the Yes button to close the dialog.
      
      Note: When the page refreshes, the deleted recipient address will no longer be listed in the "Merchant email recipients" area. Repeat these steps to remove another recipient addresses as desired.
3. Save the profile's new configuration:
   1. Click on the Save profile button.
   2. When the "Successfully updated the profile" response displays, the operation is complete:
      • To preview a full-screen version of the checkout, see Moneris Go portal - Moneris Checkout - Previewing the checkout.
      • To configure other profile settings, see Moneris Go portal - Moneris Checkout - List of Moneris Checkout features/settings.
      • To exit the MCO configurator, click on the Go back button (unsaved changes will be discarded).