Heartland EMV Credit Card Processing: Account & Terminal Compatibility

Heartland EMV Credit Card Processing: Account & Terminal Compatibility

Heartland EMV Credit Card Processing: Account & Terminal Compatibility

When using Heartland as your credit card payment processor alongside RTS, there is some compatibility information that should be considered based on the account type used.
This article will details this information separated out by processing account type, including some information related to individual card reader devices.

Datacap NETePay

A Heartland EMV account boarded through Datacap using the NETePay software offers EMV credit card readers that are Direct USB connections to the POS terminals.

This account type requires additional software to be installed and configured on the RTS Server and the individual terminals that will be using one of the EMV Card Readers.
The RTS Support Team will assist in the installation and configuration process of this software and the card readers.
Warning
The DataCap software is only compatible with systems running Windows 7 and above.
If you are already running the RTS software at your location, you can verify the operating system running on each POS terminal via the software by going to Help -> About.



Heartland PAX

Heartland's PAX account type offers EMV credit card readers that are network-based. 
These connect to your existing network using either a direct Ethernet connection or Wi-Fi connection (depending on the card reader model).
Because of this, there are no software compatibility issues to consider, but any potential issues with the network in your building should be considered with this setup as it can directly impact your card readers functionality.

Just like with any other type of processing account, the RTS Support Team will assist in the configuration of the account and card readers so they properly work with the POS software.
Notes
For Ethernet/Wired Connectivity:
You should consider the physical layout of how the network in your building has been routed/wired as the card readers will need to be added to it using the Ethernet port on the device.
The simplest way to approach this is to get an UNMANAGED network switch to use specifically for these card readers. 
That switch gets hooked into the network with an ethernet cable, and then the card readers all get connected to that switch.
Keep in mind, while this is the simplest solution, this may not be realistic depending on how your location has it's network wires ran through your building.
Warning
To further expand on this, there are 4 diagrams attached to the bottom of this article showing some different variations of how these card readers could potentially be integrated into your existing network.
Notes
For Wi-Fi/Wireless Connectivity:
Most PAX reader devices allow for wireless network connectivity via Wi-Fi.
These must be connected to an existing Wi-Fi/wireless access point on your network that connects alongside the wired/LAN network that the POS terminals are connected to.

We will further expand on the Network settings for specific PAX card reader devices in the following section.

Individual PAX Device Network Settings Information

When preparing for a Heartland PAX integration with RTS, there are some specific network settings that can be accessed per reader to help get them connected to your network.
This section will go over how to access and change these settings for a few select PAX devices to help you understand how to better prepare for the integration, and allow you to troubleshoot any network connectivity issues if desired.
Notes
All PAX Devices should be set to a Static (unchanging) IP/Network Address, if possible.
While not required, this can help with ensure greater network stability for the device as RTS will connect to the reader using it's IP/Network address.

In order to confirm that your PAX device and computer are on the same network, you need to compare the first three sets of numbers in the IP address on both your PAX Device and your computer. 
Once you get both IP addresses, you should compare them:
192.168.001.031 (PAX Device)
192.168.001.035 (Computer)
If the first three sets of numbers match (highlighted in bold), then you know they are on the same network.

If you are already running the RTS software at your location, you can verify the IP Address, Gateway (GW) and DNS IPs on each POS terminal via the software by going to Help -> About.


IP Settings for PAX S300 Connected via Ethernet

Password for Menu Access : 916860
  1. Press Menu or Function (F) Key + 1
  2. Enter the Password Prompt
  3. Press the down arrow and select "2 Communications"
  4. Enter the Password Prompt
  5. Press Down 2 times until you find LAN Parameters
  6. Press 1 for Lan Type
  7. Press 1 for DHCP or 2 for Static
  8. You should be able to change the IP Address here once setting to Static.
  9. Press 2 for IP Address and input a valid IP/Network Address that it is compatible with the existing network.
  10. Press 3 for Subnet Mask and input or verify the address that matches the existing networks' Subnet Mask.
    1. This is typically 255.255.255.0 unless someone who manages your network has specific settings in place to change it.
  11. Press Down once to go to the next page of settings.
  12. Press 1 for Gateway IP and either input or verify the address that matches the existing network’s Gateway IP.
  13. Press 2 for DNS IP, and either input or verify the address that matches the existing network’s Primary DNS IP.
    1. This is typically set to 8.8.8.8 or 8.8.4.4.

IP Settings for PAX A35

The PAX A35 is an Android based device, so it will have a lot of it's menus laid out like an Android mobile device.

Password for Menu Access: pax9876@@

Video Of PAX A35 Network Settings Access

Ethernet Specific Instructions
  1. If the device is in the payment application, choose the CIRCLE AT THE BOTTOM to return to the home menu.
  2. Once on the Android home screen select the Gear Icon for Settings.
  3. Enter the Password Prompt
  4. Select Network & Internet
  5. Choose Ethernet
  6. Turn the Ethernet setting On.
  7. Select IP Address and input a valid IP/Network Address that it is compatible with the existing network.
  8. Select Gateway IP and either input or verify the address that matches the existing network’s Gateway IP.
  9. Select Netmask and input or verify the address that matches the existing networks' Subnet Mask.
    1. This is typically 255.255.255.0 unless someone who manages your network has specific settings in place to change it.
  10. Select Primary DNS, and either input or verify the address that matches the existing network’s Primary DNS IP.
    1. This is typically set to 8.8.8.8.
  11. Select Second DNS, and either input or verify the address that matches the existing network’s Secondary DNS IP.
    1. This is typically set to 8.8.4.4.
Wi-Fi Specific Instructions
  1. If the device is in the payment application, choose the CIRCLE AT THE BOTTOM to return to the home menu.
  2. Once on the Android home screen select the Gear Icon for Settings.
  3. Enter the Password Prompt
  4. Select Network & Internet
  5. Choose Wi-Fi
  6. Turn the Wi-Fi setting On.
  7. Connect the device to the appropriate Wi-Fi Network.

IP Settings for PAX PX7 Connected via Ethernet

Password for Menu Access: 916860
  1. To enter the main menu on the PAX PX7, simultaneously press the Green Enter Key + 1.
  2. Enter the Password Prompt
  3. Press the on-screen down-arrow and select Communication.
  4. Enter the Password Prompt
  5. Press the down-arrow again and select LAN Parameters.
  6. Select LAN Type and confirm that it is set to Static.
  7. Select IP Address and verify that it is compatible with the existing network.
  8. Select Gateway IP and verify that it matches the existing network’s Gateway IP.
  9. Press the down-arrow, select DNS IP, and verify that it matches the network’s DNS IPs.

IP Settings for the PAX A80

Password for Menu Access: 916860

Wi-Fi Specific Instructions
  1. If the device is in the payment application, choose the CIRCLE AT THE BOTTOM to return to the home menu.
  2. Once on the Android home screen select the Gear Icon for Settings.
  3. Enter the Password Prompt
  4. Select Network & Internet
  5. Choose Wi-Fi
  6. Turn the Wi-Fi setting On.
  7. Connect the device to the appropriate Wi-Fi Network.

Ethernet Specific Instructions
  1. If the device is in the payment application, choose the CIRCLE AT THE BOTTOM to return to the home menu.
  2. Once on the Android home screen select the Gear Icon for Settings.
  3. Enter the Password Prompt
  4. Select Network & Internet
  5. Choose Ethernet
  6. Turn the Ethernet setting On.
  7. Select IP Address and input a valid IP/Network Address that it is compatible with the existing network.
  8. Select Gateway IP and either input or verify the address that matches the existing network’s Gateway IP.
  9. Select Netmask and input or verify the address that matches the existing networks' Subnet Mask.
    1. This is typically 255.255.255.0 unless someone who manages your network has specific settings in place to change it.
  10. Select Primary DNS, and either input or verify the address that matches the existing network’s Primary DNS IP.
    1. This is typically set to 8.8.8.8.
  11. Select Second DNS, and either input or verify the address that matches the existing network’s Secondary DNS IP.
    1. This is typically set to 8.8.4.4.