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Customer and Recurring API

Overview

The Cardknox Recurring API, designed in the RESTful architectural style, lets you process recurring transactions through the Cardknox gateway based on customized schedules. You can create recurring schedules along with customers and payment methods. Additionally, you can process single transactions for a customer and change a merchant's settings for recurring schedule reports.

Authorization

All requests require passing in an authorization header. The value of the authorization header should be your gateway API key. Contact Cardknox at support@cardknox.com, and we will provide you with an API key.

Versioning

Customer and Recurring API V2 is versioned to allow stability for integrators and flexibility for Cardknox to continue making improvements.

Major Version

The URL contains the major version number parameter. This version number would only be changed if there has been a major change that overhauls the entire API.

Example: https://api.cardknox.com/v2

Minor Version

This version number is incremented when a breaking change to the existing API is implemented (for example, a change to how requests are processed or how responses are sent back).

The minor version is passed in the X-Recurring-Api-Version header: X-Recurring-Api-Version = 2.1

Request Method

Method:

The Cardknox gateway requires the POST method to be used for enhanced security.

We do not support the GET method.

Base URL

The base URL for all requests is https://api.cardknox.com/v2

Customer Endpoints

/CreateCustomer

Add a new customer record, which can then be linked to payment methods and schedules.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

CustomerNumber

No

string

Merchant's internal customer identifier.

CustomerNotes

No

string

Notes pertaining to the customer.

Email

No

string

Customer's email address.

Fax

No

string

Customer's fax number.

BillFirstName

Yes*

string

Customer's first name for their billing profile.

*Required if BillLastName and BillCompany are not passed in.

BillMiddleName

No

string

Customer's middle name or middle initial for their billing profile.

BillLastName

Yes*

string

Customer's last name or family name for their billing profile.

*Required if BillFirstName and BillCompany are not passed in.

BillCompany

Yes*

string

Customer's company name for their billing profile.

*Required if BillFirstName and BillLastName are not passed in.

BillStreet

No

string

Customer's street address for their billing profile.

BillStreet2

No

string

Customer's street address second line for their billing profile.

BillCity

No

string

Customer's city for their billing profile.

BillState

No

string

Customer's state for their billing profile.

BillZip

No

string

Customer's ZIP code or postal code for their billing profile.

BillCountry

No

string

Customer's country for their billing profile.

BillPhone

No

string

Customer's phone number for their billing profile.

BillMobile

No

string

Customer's mobile number for their billing profile.

ShipFirstName

No

string

Customer’s first name for their shipping profile.

ShipMiddleName

No

string

Customer’s middle name or initial for their shipping profile.

ShipLastName

No

string

Customer’s last/family name for their shipping profile.

ShipCompany

No

string

Customer’s company name for their shipping profile.

ShipStreet

No

string

Customer’s street address for their shipping profile.

ShipStreet2

No

string

Customer’s street address second line for their shipping profile.

ShipCity

No

string

Customer’s city for their shipping profile.

ShipState

No

string

Customer’s state for their shipping profile.

ShipZip

No

string

Customer’s ZIP code for their shipping profile.

ShipCountry

No

string

Customer’s country for their shipping profile.

ShipPhone

No

string

Customer’s phone number for their shipping profile.

ShipMobile

No

string

Customer’s mobile number for their shipping profile.

ShipEmail

No

string

Customer’s shipping email address for their shipping profile.

CustomerCustomXX

No

string

Custom fields (20 available) used for custom data such as customer comments and so forth. Use CustomerCustom01 through CustomerCustom20.

Sample Request

{
    "SoftwareName" : "ACME Inc.",
    "SoftwareVersion" : "1.0",
    "CustomerNumber" : "123456",
    "CustomerNotes" : "Vip Customer",
    "Email" : "sample@example.com",
    "Fax" : "",
    "BillFirstName" : "John",
    "BillMiddleName" : "G",
    "BillLastName" : "Doe",
    "BillCompany" : "ACME Inc.",
    "BillStreet" : "123 Main Street",
    "BillStreet2" : "STE 1",
    "BillCity" : "AnyTown",
    "BillState" : "NY",
    "BillCountry" : "USA",
    "BillZip" : "11218",
    "BillPhone" : "",
    "BillMobile" : "",
    "ShipFirstName" : "John",
    "ShipMiddleName" : "G",
    "ShipLastName" : "Doe",
    "ShipCompany" : "ACME Inc.",
    "ShipStreet" : "123 Main Street",
    "ShipStreet2" : "STE 1",
    "ShipCity" : "AnyTown",
    "ShipState" : "NY",
    "ShipCountry" : "USA",
    "ShipZip" : "11218",
    "ShipPhone" : "",
    "ShipMobile" : "",
    "ShipEmail" : "sample@example.com",
    "CustomerCustom01" : "MyCustomValue",
    "CustomerCustom02" : "MyCustomValue2",
    "CustomerCustom03" : "MyCustomValue3"

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

CustomerId

integer

The created customer ID.

Sample Response

{ 
"RefNum": "r1234567890",
"Result": "S",
"Error": "",
"CustomerId": "c1234567890"
}

/UpdateCustomer

Update existing customer information.

Note: All fields with values must be passed in (even fields that are not being updated). Any fields not passed in are treated as being set to blank.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

Revision

Yes

integer

The revision number of the record to update. If this does not match the current revision number of the record, the update will fail.

CustomerId

Yes

string

The ID of the customer to update.

CustomerNumber

No

string

Merchant's internal customer identifier.

CustomerNotes

No

string

Notes pertaining to the customer.

DefaultPaymentMethodId

Yes

string

The ID of the created payment method.

Email

No

string

Customer's email address.

Fax

No

string

Customer's fax number.

BillFirstName

Yes*

string

Customer's first name for their billing profile.

*Required if BillLastName and BillCompany are not passed in.

BillMiddleName

No

string

Customer's middle name or middle initial for their billing profile.

BillLastName

Yes*

string

Customer's last/family name for their billing profile.

*Required if BillFirstName and BillCompany are not passed in.

BillCompany

Yes*

string

Customer's company name for their billing profile.

*Required if BillFirstName and BillLastName are not passed in.

BillStreet

No

string

Customer's street address for their billing profile.

BillStreet2

No

string

Customer's street address second line for their billing profile.

BillCity

No

string

Customer's city for their billing profile.

BillState

No

string

Customer's state for their billing profile.

BillZip

No

string

Customer's ZIP code or postal code for their billing profile.

BillCountry

No

string

Customer's country for their billing profile.

BillPhone

No

string

Customer's phone number for their billing profile.

BillMobile

No

string

Customer's mobile number for their billing profile.

ShipFirstName

No

string

Customer’s first name for their shipping profile.

ShipMiddleName

No

string

Customer’s middle name or initial for their shipping profile.

ShipLastName

No

string

Customer’s last/family name for their shipping profile.

ShipCompany

No

string

Customer’s company name for their shipping profile.

ShipStreet

No

string

Customer’s street address for their shipping profile.

ShipStreet2

No

string

Customer’s street address second line for their shipping profile.

ShipCity

No

string

Customer’s city for their shipping profile.

ShipState

No

string

Customer’s state for their shipping profile.

ShipZip

No

string

Customer’s ZIP code for their shipping profile.

ShipCountry

No

string

Customer’s country for their shipping profile.

ShipPhone

No

string

Customer’s phone number for their shipping profile.

ShipMobile

No

string

Customer’s mobile number for their shipping profile.

ShipEmail

No

string

Customer’s shipping email address for their shipping profile.

CustomerCustomXX

No

string

Custom fields (20 available) used for custom data such as customer comments and so forth. Use CustomerCustom01 through CustomerCustom20.

Sample Request

{
    "SoftwareName" : "ACME Inc.",
    "SoftwareVersion" : "1.0",
	"Revision" : 1,
    "CustomerId" : "c123456",
    "CustomerNumber" : "123456",
    "CustomerNotes" : "Vip Customer",
    "Email" : "sample@example.com",
    "Fax" : "",
    "BillFirstName" : "John",
    "BillMiddleName" : "G",
    "BillLastName" : "Doe",
    "BillCompany" : "ACME Inc.",
    "BillStreet" : "123 Main Street",
    "BillStreet2" : "STE 1",
    "BillCity" : "AnyTown",
    "BillState" : "NY",
    "BillCountry" : "USA",
    "BillZip" : "11218",
    "BillPhone" : "",
    "BillMobile" : "",
    "ShipFirstName" : "John",
    "ShipMiddleName" : "G",
    "ShipLastName" : "Doe",
    "ShipCompany" : "ACME Inc.",
    "ShipStreet" : "123 Main Street",
    "ShipStreet2" : "STE 1",
    "ShipCity" : "AnyTown",
    "ShipState" : "NY",
    "ShipCountry" : "USA",
    "ShipZip" : "11218",
    "ShipPhone" : "",
    "ShipMobile" : "",
    "ShipEmail" : "sample@example.com",
    "CustomerCustom01" : "MyCustomValue",
    "CustomerCustom02" : "MyCustomValue2",
    "CustomerCustom03" : "MyCustomValue3"
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": ""
}

/GetCustomer

Retrieves the details of a specific customer.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

CustomerId

Yes

string

The ID of the customer to retrieve.

ShowDeleted

No

boolean

A flag that can be set to retrieve deleted items. If set to true, only deleted items can be retrieved (i.e. customers that are not deleted will not be returned).

Sample Request

{
    "SoftwareName" : "ACME Inc.",
    "SoftwareVersion" : "1.0",
    "CustomerId" : "c1234567890",
    "ShowDeleted" : false
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

Revision

integer

The revision number of the customer record.

CreatedDate

string

The date and time the customer was created, returned in ISO 8601 format (yyyy-MM-dd HH:mm:ss.fff).

CustomerId

string

The ID of the customer to update.

CustomerNumber

string

Merchant's internal customer identifier.

CustomerNotes

string

Notes pertaining to the customer.

Email

string

Customer's email address.

Fax

string

Customer's fax number.

BillFirstName

string

Customer's first name for their billing profile.

BillMiddleName

string

Customer's middle name or initial for their billing profile.

BillLastName

string

Customer's last/family name for their billing profile.

BillCompany

string

Customer's company name for their billing profile.

BillStreet

string

Customer's street address for their billing profile.

BillStreet2

string

Customer's street address second line for their billing profile.

BillCity

string

Customer's city for their billing profile.

BillState

string

Customer's state for their billing profile.

BillZip

string

Customer's ZIP code or postal code for their billing profile.

BillCountry

string

Customer's country for their billing profile.

BillPhone

string

Customer's phone number for their billing profile.

BillMobile

string

Customer's mobile number for their billing profile.

ShipFirstName

string

Customer’s first name for their shipping profile.

ShipMiddleName

string

Customer’s middle name or initial for their shipping profile.

ShipLastName

string

Customer’s last/family name for their shipping profile.

ShipCompany

string

Customer’s company name for their shipping profile.

ShipStreet

string

Customer’s street address for their shipping profile.

ShipStreet2

string

Customer’s street address second line for their shipping profile.

ShipCity

string

Customer’s city for their shipping profile.

ShipState

string

Customer’s state for their shipping profile.

ShipZip

string

Customer’s ZIP code for their shipping profile.

ShipCountry

string

Customer’s country for their shipping profile.

ShipPhone

string

Customer’s phone number for their shipping profile.

ShipMobile

string

Customer’s mobile number for their shipping profile.

ShipEmail

string

Customer’s shipping email address for their shipping profile.

CustomerCustomXX

string

Custom fields (20 available) used for custom data such as customer comments and so forth. Use CustomerCustom01 through CustomerCustom20.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": "",
    "CustomerId": "c123456",
    "Revision": 1,
    "CustomerNotes": "Vip Customer",
    "CustomerNumber": "123456",
    "DefaultPaymentMethodId": "",
    "CreatedDate": "2019-08-20 14:30:57.578",
    "Email": "sample@example.com",
    "BillFirstName": "John",
    "BillMiddleName": "G",
    "BillLastName": "Doe",
    "BillCompany": "ACME Inc.",
    "BillStreet": "123 Main Street",
    "BillStreet2": "STE 1",
    "BillCity": "AnyTown",
    "BillState": "NY",
    "BillZip": "11218",
    "BillCountry": "USA",
    "ShipFirstName": "John",
    "ShipMiddleName": "G",
    "ShipLastName": "Doe",
    "ShipCompany": "ACME Inc.",
    "ShipStreet": "123 Main Street",
    "ShipStreet2": "STE 1",
    "ShipCity": "AnyTown",
    "ShipState": "NY",
    "ShipZip": "11218",
    "ShipCountry": "USA",
    "ShipEmail": "sample@example.com",
    "CustomerCustom01": "MyCustomValue",
    "CustomerCustom02": "MyCustomValue2",
    "CustomerCustom03": "MyCustomValue3"
}

/DeleteCustomer

Deletes a customer record. You cannot delete a customer who has an active recurring schedule.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

CustomerId

Yes

string

The ID of the customer to update.

Sample Request

{
    "SoftwareName" : "ACME Inc.",
    "SoftwareVersion" : "1.0",
    "CustomerId" : "c123456"
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": ""
}

/ListCustomers

Lists customers created by a merchant.

Request Body (JSON)

Parameter

Required

Type

Default Value

Description

Valid Values

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

PageSize

No

integer

100

The maximum number of items to retrieve for this request.

NextToken

No

string

A token that can be sent in to the following request to get the next set of customers.

SortOrder

No

string

Ascending

The list order. Order is determined by customer creation date.

Ascending, Descending

Filters

No

object

{

"IsDeleted" : false

}

Filters that can be applied to limit the result set.

Filters will remove any items that do not contain the string for that filter value. If there are multiple filters applied, the item must match all of them.

Available filters:

  • CustomerId

  • CustomerNumber

  • IsDeleted

  • Email

  • BillName

  • BillFirstName

  • BillLastName

  • BillMiddleName

  • BillCompany

  • BillStreet

  • BillStreet2

  • BillCity

  • BillState

  • BillZip

  • BillCountry

  • BillPhoneNumber

  • BillPhone

  • BillMobile

  • BillFax

Sample Request

{
	"SoftwareName" : "ACME Inc.", 
	"SoftwareVersion" : "1.0",
	"NextToken" : "",
	"PageSize" : 500,
	"Filters" : {
		"BillFirstName" : "John",
		"BillState" : "NY"
	}
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

Customers

object[]

An array of customer objects.

Refer to the /GetCustomer endpoint for the values that are returned for each customer.

NextToken

string

A token to include in the next request to get the next set of results.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": "",
	"Customers" : [
        {
            "CustomerId" : "c123456",
            "Revision" : 1,
            "BillFirstName" : "John",
            "BillLastName" : "Doe",
            "BillState" : "NY"
        },
        {
            "CustomerId" : "c123457",
            "Revision" : 1,
            "BillFirstName" : "Johnathan",
            "BillLastName" : "Doe",
            "BillState" : "NY"
        }
    ]
}

Payment Method Endpoints

/CreatePaymentMethod

Adds a new payment method to a customer’s account profile.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

CustomerId

Yes

string

The ID of the customer to update with the new payment method.

Token

Yes

string

Cardknox token that references a previously used payment method to use for the charge.

TokenType

Yes

string

The Token payment type.

TokenAlias

No

string

Custom name for the Token.

Exp

Yes*

string

Credit card expiration date.

*Required if Token is an iFields token and TokenType is cc.

Routing

Yes*

string

ACH payment routing number.

*Required if Token is an iFields token and TokenType is ach.

AccountType

No

string

The account type - checking / savings.

*Allowed if the TokenType is check.

Name

No

string

Name on the customer's account.

*Required for ACH (check) transactions.

Street

No

string

Customer's street address for their billing profile.

Zip

No

string

Customer's ZIP code or postal code for their billing profile.

SetAsDefault

No

boolean

Sets this payment method as the default payment method.

Note: If there are no other payment methods, this method is automatically set as the default.

Sample Request

{
    "SoftwareName" : "ACME Inc.",
    "SoftwareVersion" : "1.0",
    "CustomerId" : "c123456",
	"Token" : "pm4408q3327hq551h5h51058qh6n87mn",
	"TokenType" : "cc",
	"TokenAlias" : "",
	"Exp" : "1220",
	"Routing" : "",
	"AccountType" : "",
	"Name" : "",
	"Street" : "",
	"Zip" : "",
	"SetAsDefault" : false
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

PaymentMethodId

string

The ID of the created payment method.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": "",
    "PaymentMethodId": "c123456_pm123456
}

/UpdatePaymentMethod

Updates an existing payment method.

Note: All fields with values must be passed in (even fields that are not being updated). Any fields not passed in are treated as being set to blank.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

Revision

Yes

integer

The revision number of the record to update. If this does not match the current revision number of the record, the update will fail.

PaymentMethodId

Yes

string

The ID of the payment method to update.

TokenAlias

No

string

Custom name for the Token.

Exp

No

string

Credit card expiration date.

AccountType

No

string

The account type - checking / savings

*Allowed if TokenType is check.

Routing

Yes*

string

ACH payment routing number.

*Required if Token is an iFields token and TokenType is ach.

Name

No*

string

Name on the customer's account.

*Required for ACH (check) transactions.

Street

No

string

Customer's street address for their billing profile.

Zip

No

string

Customer's ZIP code or postal code for their billing profile.

SetAsDefault

No

boolean

Sets this payment method as the default payment method.

Note: If there are no other payment methods, this method is automatically set as the default.

Sample Request

{
    "SoftwareName" : "ACME Inc.",
    "SoftwareVersion" : "1.0",
    "Revision" : 1,
    "PaymentMethodId" : "c123456",
    "TokenAlias" : "",
    "Exp" : "1220",
    "AccountType": "",
    "Routing" : "",
    "Name" : "",
    "Street" : "",
    "Zip" : "",
    "SetAsDefault" : false
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents an error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": ""
}

/GetPaymentMethod

Retrieves an existing payment method.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

PaymentMethodId

Yes

string

The ID of the payment method to retrieve.

ShowDeleted

No

boolean

A flag that can be set to retrieve deleted items. If set to true, only deleted items can be retrieved (i.e., payment methods that are not deleted will not be returned).

Sample Request

{
    "SoftwareName" : "ACME Inc.",
    "SoftwareVersion" : "1.0",
    "PaymentMethodId" : "c123456_pm123456",
	"ShowDeleted" : false
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

PaymentMethodId

string

The ID of the payment method.

Revision

number

The revision number of the record to update. If this does not match the current revision number of the record the update will fail.

Token

string

Cardknox token that references a previously used payment method to use for the charge.

TokenType

string

The Token payment type.

CC, Check

TokenAlias

string

Custom name for the Token.

Exp

string

Credit card expiration date (in MMYY format).

AccountType

string

The account type - checking / savings

Note: This field is only populated when TokenType is Check.

Issuer

string

The credit card issuer.

Note: This field is only populated when TokenType is CC.

MaskedCardNumber

string

The masked credit card number.

Note: This field is only populated when TokenType is CC.

Name

string

The name on the check.

Note: This field is only populated when TokenType is Check.

Street

string

The building number and street name of the customer being billed.

Zip

string

The zip code of the customer being billed.

CreatedDate

string

The date and time the payment method was created, returned in ISO 8601 format (yyyy-MM-dd HH:mm:ss.fff).

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": "",
    "PaymentMethodId": "c12345678_pm12345678",
    "Revision": 1,
    "Token": "qfjjf12m4iimkldfvoijv9012frljl0a",
    "TokenType": "CC",
    "TokenAlias": "",
    "Exp": "1220",
    "AccountType": "checking",
    "Issuer": "Visa",
    "MaskedCardNumber": "4xxxxxxxxxxx1111",
    "Name": "",
    "Street": "",
    "Zip": "",
    "CreatedDate": "2019-01-01 00:00:00.000"
}

/DeletePaymentMethod

Removes a payment method from the customer’s record. This will fail if the payment method is the customer's only payment method and there are active schedules.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

PaymentMethodId

Yes

string

The ID of the payment method to retrieve.

Sample Request

{
    "SoftwareName" : "ACME Inc.",
    "SoftwareVersion" : "1.0",
    "PaymentMethodId" : "c123456_pm123456"
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": ""
}

/ListPaymentMethods

Return payment methods based on specific search parameters.

Request Body (JSON)

Parameter

Required

Type

Default Value

Description

Valid Values

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

PageSize

No

integer

100

The maximum number of items to retrieve for this request.

NextToken

No

string

A token that can be sent in to the following request to get the next set of payment methods.

SortOrder

No

string

Ascending

The list order. Order is determined by payment method creation date.

Ascending, Descending

Filters

No

object

{

"IsDeleted" : false

}

Filters that can be applied to limit the result set.

Filters will remove any items that do not contain the string for that filter value. If there are multiple filters applied, the item must match all of them.

Available filters:

  • IsDeleted

  • CustomerId

  • PaymentMethodId

  • Token

  • TokenType

  • TokenAlias

Sample Request

{
	"SoftwareName" : "ACME Inc.", 
	"SoftwareVersion" : "1.0",
	"NextToken" : "",
	"PageSize" : 500,
	"Filters" : {
		"IsDeleted" : false
	}
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

PaymentMethods

object[]

An array of payment method objects.

Refer to the /GetPaymentMethod endpoint for the values that are returned for each payment method.

NextToken

string

A token to include in the next request to get the next set of results.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": "",
  	"PaymentMethods": [
    	{
      		"PaymentMethodId": "c123456_pm123456",
      		"Token": "ervb24g45fcr2gsdbsgbwxbtrgxt314",
 		    "TokenType": "check",
		    "Street": "123",
		    "Zip": "08701",
		    "CreatedDate": "0001-01-01 12:00:AM",
		    "Revision": 1
	    },
    	{
    		"PaymentMethodId": "c123456_pm123457",
		    "Token": "mpq93n8519hq6pm29312m1n7mm3n7204",
		    "TokenType": "card",
		    "CreatedDate": "0001-01-01 12:00:AM",
		    "Revision": 1
    	}
    ]
}

Schedule Endpoints

/CreateSchedule

Create a recurring payment schedule. Schedules have two main parameters: IntervalType and IntervalCount. You can set IntervalType to day, week, month, or year. The IntervalCount parameter determines the number of times the IntervalType should pass before the next payment schedule is triggered.

Example 1: To process a charge every two weeks, set IntervalType to week and set IntervalCount to 2. This specifies that two weeks should pass before initiating a new charge.

Example 2: To process a charge every 10 days, set IntervalType to day and set IntervalCount to 10. This specifies that 10 days should pass before initiating a new charge.

Unsuccessful Payments: If an attempted payment is unsuccessful (e.g., the card is declined), the system reschedules the charge for the following day. This can be done up to five times, provided that the rescheduled payment doesn’t overlap into the next payment cycle. After five unsuccessful attempts, or if rescheduling the payment as above will overlap into the next payment cycle, this individual payment will be canceled. The entire schedule remains in effect.

Request Body (JSON)

Parameter

Required

Type

Default Value

Description

Valid Values

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

CustomerId

Yes*

string

Customer's unique ID number.

*Required if linking the schedule to an existing customer.

PaymentMethodId

No

string

The unique ID number of the payment method the schedule should use to process the transactions. If none is set, the default payment method on the customer will be used.

*Allowed if linking the schedule to an existing customer

NewCustomer

Yes*

object

The customer details. Refer to the /CreateCustomer endpoint for fields that can be set for this object.

*Required if not linking the schedule to an existing customer. This cannot be set if linking to an existing customer.

NewPaymentMethod

Yes*

object

The payment method details. Refer to the /CreatePaymentMethod endpoint for fields that can be set for this object.

*Required if not linking the schedule to an existing customer. This cannot be set if linking to an existing customer.

IntervalType

Yes

string

Type of time interval.

day, week, month, year

Amount

Yes

decimal

Total amount of each transaction.

Must be a number with up to 2 decimal places

Currency

No

string

Currency code to be used when processing transactions

Note: If the currency code used is not supported for the merchant and it does not run a transaction on schedule creation, the schedule will not error until the first transaction is processed.

TotalPayments

No

integer

infinite

Total count of scheduled payment occurrences, including the initial payment.

Note: If left blank, the count is indefinite. This field cannot be set together with EndDate.

Cvv

No

string

The CVV value for the first transaction that is run if a transaction is run immediately. This value will not be applied to a future transaction run by the created schedule.

Description

No

string

Additional data sent with the transaction.

Invoice

No

string

Customer's invoice number for the transaction.

Use Invoice when available for improved duplicate handling (recommended).

PONumber

No

string

Customer's purchase order number for the transaction.

ScheduleName

No

string

Merchant's internal schedule identifier.

IntervalCount

No

integer

1

Number of time periods to elapse before the payment schedule is re-triggered.

Examples:

For every 28 days, set IntervalType to day and set IntervalCount to 28.

For every other month, set IntervalType to month and set IntervalCount to 2.

FailedTransactionRetryTimes

No

integer

5

Maximum number of times to retry before rescheduling to the next run time if the transaction fails. Retries are run on each subsequent day. If it’s set to 0, it will try one time total.

DaysBetweenRetriesnew

No

integer

1

Number of days between retries after a declined transaction.

Any natural number greater than 0.

SkipSaturdayAndHolidays

No

boolean

false

Indicates whether to process payments on the Sabbath and Jewish holidays.

CustReceipt

No

boolean

false

A flag that can be set to send the receipts to the email set in Email for the customer.

CalendarCulture

No

string

Gregorian

Type of calendar to use when executing month and year interval types.

Gregorian, Hebrew

UseDefaultPaymentMethodOnly

No

boolean

false

Indicates that the system should not try another card if the default card fails.

ScheduleRule

No

object

The schedule rule used to determine the next run time after each processed payment.

See Appendix A for more information on the ScheduleRule object.

StartDate

No

string

current date

Schedule start date in YYYY-MM-DD format. The start date must be within one year.

Unless the StartDate parameter is included to specify a future start date for the schedule, the first charge takes place immediately by default.

EndDate

No

string

Schedule expiration date in YYYY-MM-DD format.

Note: This field cannot be set together with TotalPayments.

AfterMaxRetriesAction

No

string

ContinueNextInterval

The action to perform after a schedule hits the maximum number of failed attempts in a single interval.

  • Disable: Disables the schedule.

  • ContinueNextInterval: Skips the current interval and continues at the next interval.

Disable, ContinueNextInterval

AllowInitialTransactionToDecline

No

boolean

false

Create the schedule even if the initial payment fails.

Note: Can be used only if the StartDate is set to today's date (or left empty).

CustomXX

No

string

Custom fields (19 available) used for custom data, such as customer comments and so forth.

Custom01 is reserved. Use Custom02 - Custom20.

InitialAmount

No

String or Integer

Overrides Amount on initial transaction

5.99

Sample Request

{
	"SoftwareName" : "ACME Inc.", 
	"SoftwareVersion" : "1.0",
	"CustomerId" : "c123456",
	"PaymentMethodId" : "c123456_pm654321",
	"Amount" : "1.23",
	"IntervalType" : "month",
	"IntervalCount" : 1,
	"ScheduleName" : "Sample Schedule",
	"TotalPayments" : 5,
	"SkipSaturdayAndHolidays" : false,
	"AllowInitialTransactionToDecline" : false,
	"CustReceipt" : false,
	"Custom01" : "customValue1",
	"Custom02" : "customValue2",
	"Custom03" : "customValue3"
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

ScheduleId

string

The ID of the schedule that was created.

CustomerId

string

The ID of the customer that was created if the schedule was not linked to an existing customer.

PaymentMethodId

string

The ID of the payment method that was created if the schedule was not linked to an existing customer.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": "",
    "ScheduleId" : "c123456_s123456"
}

/UpdateSchedule

This command allows you to update some details of a schedule. You can only update information that does not change the actual schedule. For example, the CustomerId field cannot be updated (and it is not listed in the parameter table below). Also, you cannot update inactive schedules.

The following fields can be updated at any point:

  • AfterMaxRetriesAction

  • Amount

  • CustomXX

  • CustReceipt

  • DaysBetweenRetries

  • Description

  • Invoice

  • PaymentMethodId

  • PONumber

  • RetryAmount

  • ScheduleName

  • SkipSaturdayAndHolidays

  • UseDefaultPaymentMethodOnly

Any fields that are not set will use the default values (or if no default is indicated, they will be removed).

Request Body (JSON)

Parameter

Required

Type

Default Value

Description

Valid Values

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

Revision

Yes

integer

The revision number of the record to update. If this does not match the current revision number of the record, the update will fail.

ScheduleId

Yes

string

The ID of the schedule to update.

Amount

No

decimal

Transaction amount

Currency

No

string

Currency code to be used when processing transactions.

Note: If the currency code used is not supported for the merchant and it does not run a transaction on schedule creation, the schedule will not error until the first transaction is processed.

TotalPayments

No

integer

infinite

Total count of scheduled payment occurrences, including the initial payment.

You can only change this field before a schedule has been completed. Additionally, you cannot set the value to be lower than the number of payments already processed.

Note: This can be updated to at least the number of payments processed or higher.

Description

No

string

Additional data sent with the transaction.

Invoice

No

string

Customer's invoice number for the transaction

Use Invoice when available for improved duplicate handling (recommended).

PONumber

No

string

Customer's purchase order number for the transaction.

ScheduleName

No

string

Merchant's internal schedule identifier.

FailedTransactionRetryTimes

No

integer

5

Maximum number of times to retry before rescheduling to the next run time if the transaction fails. Retries are run on each subsequent day. If it’s set to 0, it will try one time.

You can only change this field before a schedule has been completed.

DaysBetweenRetries

No

integer

Number of days between retries after a declined transaction.

Any natural number greater than 0

SkipSaturdayAndHolidays

No

boolean

false

Indicates whether to process payments on the Sabbath and Jewish holidays.

CustReceipt

No

boolean

false

A flag that can be set to send the receipts to the email set in Email for the customer.

CalendarCulture

Yes

string

Gregorian

Type of calendar to use when executing month and year interval types.

Note: You cannot change this once the schedule has begun.

Gregorian, Hebrew

UseDefaultPaymentMethodOnly

No

boolean

false

Indicates that the system should not try another card if the default card fails.

PaymentMethodId

No

string

The unique ID of the payment method the schedule should use to process the transactions

ScheduleRule

No

object

The schedule rule used to determine the next run time after each processed payment.

See Appendix A for more information on the ScheduleRule object.

StartDate

Yes

string

Schedule start date in YYYY-MM-DD format. The start date must be within one year.

Note: This cannot be changed once the schedule has begun.

EndDate

No

string

Schedule expiration date in YYYY-MM-DD format.

Note: This field cannot be set together with TotalPayments. This cannot be changed once the schedule has completed.

AfterMaxRetriesAction

No

string

ContinueNextInterval

The action to perform after a schedule hits the maximum number of failed attempts in a single interval.

  • Disable: Disables the schedule.

  • ContinueNextInterval: Skips the current interval and continues at the next interval.

Disable, ContinueNextInterval

CustomXX

No

string

Custom fields (19 available) used for custom data, such as customer comments and so forth.

Custom01 is reserved. Use Custom02 - Custom20.

Sample Request

{
	"SoftwareName" : "ACME Inc.", 
	"SoftwareVersion" : "1.0",
	"ScheduleId" : "c123456_s123456",
	"Amount" : "1.23",
	"ScheduleName" : "Sample Schedule",
	"PaymentMethodId" : "c123456_pm654321",
	"TotalPayments" : 5,
	"SkipSaturdayAndHolidays" : false,
	"CustReceipts" : false,
	"Custom01" : "customValue1",
	"Custom02" : "customValue2",
	"Custom03" : "customValue3"
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E, this parameter will contain any relevant error messages.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": ""
}

/EnableSchedule

Restart a schedule that was previously disabled.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

ScheduleId

Yes

string

The ID of the schedule to enable.

Sample Request

{
	"SoftwareName" : "ACME Inc.", 
	"SoftwareVersion" : "1.0",
	"ScheduleId" : "c123456_s123456"
}

Response Body (JSON)

Parameter

Type

Description

Valid Values

Result

char

The result of the API call. S represents success, E represents error.

S, E

RefNum

string

A unique request ID.

Error

string

If the Result parameter contains a value of E,this parameter will contain any relevant error messages.

Sample Response

{
    "RefNum": "r1234567890",
    "Result": "S",
    "Error": ""
}

/DisableSchedule

Stop, pause, cancel, or inactivate an active schedule.

Request Body (JSON)

Parameter

Required

Type

Description

SoftwareName

Yes

string

The name of the software making the request.

SoftwareVersion

Yes

string

The version of the software making the request.

ScheduleId

Yes

string

The ID of the schedule to disable.

Sample Request