Accounting Finance:Chase Paymentech-Orbital-Profile Management

Overview

uniPHARM uses Chase Paymentech's Orbital Virtual terminal which is Chase Paymentech's suite of web-based tools for secure acceptance and payment processing at the point of sale and in a card-not-present (CNP) environment. All transactions are processed through an internet browser. uniPHARM's policy is not to upload cardholder credit card numbers but instead upload a profile number which is stored in Orbital to protect access to the cardholder's confidential information. Data transmission is protected using the industry-standard Secure Sockets Layer (SSL) protocol with all transmissions encrypted at 128 bits. Sensitive transaction data is secured behind internal layered defenses that prohibit direct access to transaction databases.

Contacts

• Relationship Manager - Oliver Manram T:416.940.6170, F: 416.940.6026 Oliver Manram
• Sales Contact – Harry Cho, VP National Sales T:604.872.0303, TF: 877.872.0303, F: 844.364.9210 Harry Cho
• Chase Helpdesk: T: 1-800.265.5158

Logging into Chase Orbital

1. Open your supported web browser
2. Logo into Orbital
3. Enter your Chase Paymentech user name and click 'Login'
4. Enter your password and click 'Submit'

Enter New Profile Manually

1. Click 'Admin/Profile Management'
2. Click 'New Profile'
3. Enter Profile ID (use UWD account number,first and last initials of credit cardholder,V,M,A) -- Enter without dashes
4. Enter Customer Name
5. Unclick 'Use Next Available Profile ID'
6. Select Country Code 'CA-Canada'
7. Enter E-mail Address
8. Enter Order Description same as Customer Name
9. Click 'Use Profile ID as Order Number'
10. Enter Card Number
11. Enter Expiration Date
12. Click 'Add'

Import New Profile

1. Open Chase-Profile Template superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Chase-Profile Template.xlsx
2. Click on Batch sheet
3. Enter User Name (D1)
4. Enter File Name (E1)
5. Enter profile information for each row: Cardholder name (H), Cardholder Profile ID (I), Postal Code (N), email address (P), credit card number (U), expiry date (V).
6. Use notes from Row 1 for code selection and additional details if required.
7. When you have completed all entries, copy and paste (V) (values only) from row 1 to Trailer row (T) to a new blank worksheet. Make sure you copy all columns.
8. Save file as CSV with the same File Name as E1.
9. Log into your Orbital Account and click 'Import File'.
10. If the import is successful, it will be shown as Completed. Note - import could be successful but data is not imported if there are errors.
11. Click 'Admin', 'Profile Management', 'Search', mark new profile ID and click 'Edit/View Profile'.
12. Make sure all the fields are correct and 'Use Profile ID as Order Number' is checked off.
13. Add new profile to Chase Template.xlsx( Profiles sheet) superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Chase-Profile Template.xlsx

Sample of csv file: superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Example of Batch Import Files\Create New Profile.csv

Delete a Profile

1. Open Chase-Profile Template superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Chase-Profile Template.xlsx
2. Click on Batch sheet
3. Enter User Name (D1)
4. Enter File Name (E1)
5. Enter profile information for each row: change to 'CPD (E) and enter profile # (F).
6. Use notes from Row 1 for code selection and additional details if required.
7. When you have completed all entries, copy and paste (V) (values only) from row 1 to Trailer row (T) to a new blank worksheet. Make sure you copy all columns.
8. Save file as CSV with the same File Name as E1.
9. Log into your Orbital Account and click 'Import File'.
10. If the import is successful, it will be shown as Completed. Note - import could be successful but data is not imported if there are errors.
11. Click 'Admin', 'Profile Management', 'Search', mark new profile ID and click 'Edit/View Profile'.
12. Make sure all the fields are correct and 'Use Profile ID as Order Number' is checked off.
13. Add new profile to Chase Template.xlsx( Profiles sheet) superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Chase-Profile Template.xlsx

Sample of csv file: superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Example of Batch Import Files\Delete New Profile.csv

Change a Profile

1. Open Chase-Profile Template superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Chase-Profile Template.xlsx
2. Click on Batch sheet
3. Enter User Name (D1)
4. Enter File Name (E1)
5. Enter profile information for each row: Cardholder name (H), Cardholder Profile ID (I), Postal Code (N), email address (P), credit card number (U), expiry date (V).
6. Use notes from Row 1 for code selection and additional details if required.
7. When you have completed all entries, copy and paste (V) (values only) from row 1 to Trailer row (T) to a new blank worksheet. Make sure you copy all columns.
8. Save file as CSV with the same File Name as E1.
9. Log into your Orbital Account and click 'Import File'.
10. If the import is successful, it will be shown as Completed. Note - import could be successful but data is not imported if there are errors.
11. Click 'Admin', 'Profile Management', 'Search', mark new profile ID and click 'Edit/View Profile'.
12. Make sure all the fields are correct and 'Use Profile ID as Order Number' is checked off.
13. Add new profile to Chase Template.xlsx( Profiles sheet) superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Chase-Profile Template.xlsx

Sample of csv file: superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Templates\Example of Batch Import Files\Update New Profile.csv

Log Out of Orbital

• Click the log out link to log out of Orbital.

Reference Manual

• Use the link to access the Orbital Gateway Reference Manuals: superserver.unipharm.local\Accounting\common\AR\Banking\Chase Paymentech\Chase Paymentech\Reference Manuals