Configuring Sage Exchange Desktop settings
Use the Sage Exchange Desktop - Settings window to configure devices and other settings. This window consists of a tree on the left-hand side and settings on the right-hand side. The settings on the right-hand side change according to which node of the tree you have selected. The nodes available on the tree depend on the devices you have installed on your workstation. For example, the Check Devices node displays only if you have a check reader device installed on the workstation. Use the Data Exchange node if you want to configure Sage Exchange Desktop for use with Sage Exchange.
To configure the Credit Card Devices node:
- Right-click the icon in the Microsoft Windows system tray to open the menu.
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Select to open the Sage Exchange Desktop – Settings window.
- Expand .
- Mark the check box for the type of credit card reader that is attached to your workstation:
- Equinox L5300 - Select this options if you are using the Equinox L5300 device.
- Generic Keyboard Card Swipe - Select this option for card readers that are compatible with most Sage software-integrated products. This card reader is generally off-white, is not encrypted, and can be attached to a computer keyboard.
- Magensa Card Swipe (Recommended) – Select this option if you are using a Magtek card reader. This card reader is black and is encrypted for Sage Payment Solutions.
- Ingenico i3070, Ingenico iPP320, or Moneris iPP320 - These terminals can process debit and credit card transactions. They are used primarily (or exclusively for the Moneris iPP320) by Canadian merchants. If you mark one of these devices, you must also install additional software drivers. The front-end network should be set to PNS Canada PIN Debit. Sage Exchange Desktop automatically restarts when you select the iPP320.
- Optionally, mark Automatically start card swipe if you want the device to automatically prompt you for the card-reading interface if you will be swiping credit cards for most transactions.
- Click to accept your selections and to close the Sage Exchange Desktop - Settings window.
- Right-click the icon and then select if you marked Automatically start card swipe to fully enable the functionality.
Note: Download and review the Sage Payment Solutions Ingenico iPP320 Setup Guide at https://support.sagepayments.com/FileManagement/Download/c06aa3c82f914bff873d09e3939afabd before installing your Ingenico iPP320 device.
Note: Sage Exchange Desktop serves as the connection point between your accounting application and Sage Exchange. See Processing transactions in Sage Exchange Desktop to configure Sage Exchange Desktop for use with Sage Exchange.