Add Account Configurations

For each Blackbaud Merchant Services account, you can create multiple account configurations. These configurations determine:

• Which credit card types you accept

• Whether transactions process in Live, Test, or Demo mode

• The level of fraud protection using Card Security Code (CSC) and Address Verification Service (AVS)

For example, you might set up separate configurations for different card types, fraud protection levels, or to keep live and test transactions separate.

Add and manage account configurations in the Blackbaud Merchant Services Web Portal under Settings.

Tip: Account configurations may appear as merchant accounts in your Blackbaud solutions.

Note: Forms and solutions using Blackbaud's new checkout experience — such as Blackbaud Donation Forms and Luminate Online — apply industry best practice settings for AVS levels, CSC levels, and supported card types.

Add an account configuration

1. From the Admin section of Blackbaud's website, select Settings, Merchant accounts.

   Note: You can also add account configurations from the Blackbaud Merchant Services Web Portal.

2. Select Add configuration.

3. Enter a unique name and description to identify the account configuration.

4. Chose a processing mode:

   • Live — Process live transactions.

   • Test — Test Blackbaud Merchant Services and its connection to your Blackbaud solution without charging a card.

   • Demo — Demonstrate how Blackbaud Merchant Services processes transactions.

   Tip: To test transactions in Test or Demo mode, use available test credit cards.

5. Set the configuration as Active or leave it inactive.

6. Select security settings. For more information, see Fraud Management.

7. Choose which card types to support.

8. Select Save.

Training: To learn how to connect account configurations to your Blackbaud solutions, take the Integration: Basics of Processing Payments with Blackbaud Merchant Services course from Blackbaud University.