Setting Up Your Payment Gateway: What to Expect

Posted June 25, 2017 in Resources

Your club must have a Bambora Payment Gateway Account (formerly Beanstream) in order to transmit transaction requests between your member’s credit card provider and your club’s merchant account via Uplifter.

To setup a payment gateway account (plus optional merchant account) with Bambora, you’ll be required to provide specific information during the Bambora application process. IMPORTANT NOTE: Your Bambora application submission must also be timed with the setup of your club on our Uplifter system.

To ensure a quick and successful Bambora payment gateway application process, we recommend the following steps:

  1. After signing up with Uplifter, reach out to Bambora to discuss whether you are applying for both a Bambora merchant account and payment gateway account, or instead, if you are applying for only a payment gateway account (with another provider being used for your club’s merchant account). Please contact Uplifter’s dedicated Bambora account manager Garry Thomson, 1-250-483-7120 (direct) or by email at gthomson@bambora.com
  2. Familiarize yourself with the Bambora application process and begin collecting the details you will need to complete the application
  3. Once we have setup your club’s default Uplifter site and you have familiarized yourself with its administration features and tools, complete and submit to Bambora your account application
  4. Next, you will need to update your club’s default Uplifter site to include the minimum requirements defined by Bambora in order to approve your account, such as creating a Terms & Conditions webpage.
  5. Once you have your site ready for review by Bambora, you will need to email Bambora and provide them with the url of your club’s “in development” website (this url may be different than your live public website)
  6. Bambora will then review your site to ensure it includes the minimum requirements defined below
  7. Assuming everything is in order, you will receive an email from Bambora with details on configuring your new Bambora account. Follow those instructions and then contact us at support@uplifterinc.com once you have configured your Bambora account

PLEASE NOTE: Bambora may have some questions for you during the approval process and you may go back and forth once or twice before your application is approved. The process also requires a fair amount of coordination between your club, Bambora and Uplifter. You will need to have your club’s Uplifter system setup to a point where you can complete your Bambora application, but we won’t be able to actually launch your site until Bambora has approved your account to “go live”.

As such, you should expect the Bambora application and approval process to take between 1 and 3 weeks.

Bambora Minimum Requirements for Application Approval

Bambora has very specific website requirements they need met before they will approve a payment gateway account and optional merchant account. They need to know (and be able to test) that you have a site that will be able to process online payments. Plus, they need specific information about your transaction policies.

Nonetheless, most of these requirements can be covered off in a general Terms & Conditions webpage you create and add to your public website.

Minimum requirements for your website include:

  1. Legal name and “Doing Business as” name (or DBA)
  2. The currency of the transactions on your website (“All transactions will be completed in Canadian (or US) Dollars”)
  3. The country where your club is located (This can be added to your contact us page)
  4. Programs setup with pricing on your registration page
  5. Club support contact information for transactions, including mailing address, email address and telephone number (Can be added to your terms and conditions or your contact us page)
  6. A return / refund and/or cancellation policy and instructions (eg. “All programs are eligible for a full refund up to the program start date listed for each program registration. Please contact the club office to process your refund.” or “All programs are eligible for a full refund up to the withdrawal dated listed for each specific program. Please contact the club office to withdraw.”)
  7. Export restrictions – (very simply: “We do not export any goods or services”)
  8. Delivery policy for any goods or services (e.g.: “All programs will take place at the location indicated in the program registration. We do not offer any products for purchase one this site.” or “All programs will take place at the location indicated in the program registration. Any products purchased on the site will be available for pickup at the club office within 48 hours of purchase.”)
  9. Terms and Conditions for registering with your club (this can be incorporated into your policies on Uplifter and in the general terms and conditions of your site you can add something like “Additionally to the general terms and conditions, you will be required to accept the policies as required by each particular program during your registration process”)
  10. Privacy Policy (what do you do with your member information and do you share it with anyone, for example, a national governing body that you are affiliated with?)
  11. The Card Brand Marks in full colour to indicate Card acceptance including the terms, conditions and method of payment that can be found here:

Please feel free to contact your Bambora sales rep if you have any questions or contact us at Uplifter for further guidance.