Payment Options - Proxy: ConnectWise Customer Portal


Step 3: Configure ConnectWise Customer Portal Payment Proxy

In order to facilitate the exchange of payment information from ConnectWise Customer Portal, Wise-Pay is configured as a proxy, using the Authorize.Net framework to pass though the payment information to Wise-Pay, so that payment information can then be validated against balances outstanding in your Accounting System. Wise-Pay will always resolve the payment amount from your accounting system - regardless of payment amount showing in ConnectWise.  

a. Log into Wise-Pay
b. Click Configure
c. Click Merchant
d. Click Edit
e. Click Poxy Tab

Step 1 - Configure Wise-Pay Proxy

Note: You only need to complete this step once if you are using both the Quosal and ConnectWise Proxy Services. Both systems will use the same gateway information.

Select the Proxy tab at the top of the Account Merchant Configuration Page.


    Step 1 - Click on Proxy menu at the top of Wise-Pay

    • Step 1.1 - Select the Proxy Type: Authorize.Net
    • Step 1.2 - Select the Proxy User, this will be the user that will be linked to proxy access.
    • Step 1.3 - Click Generate


    Step 2 - Copy Proxy Details
    • Step 2.1 - Click on: Display
    • Step 2.2 - Copy the following details into the Quosal Configuration Screen in the following steps:


      Note: Above values are for illustration, your settings will be displayed and need to be copied exactly.

    Required Details:
    • Transaction Key - This is the key used to link the payment to your account. 
    • Test URL -  The URL that Quosal Order Porter will use to submit test transactions, when Live Mode is disabled.
    • Live URL - The URL that Quosal Order Porter will use to submit live transactions, when Live Mode is enabled. 
    • Recurring Test URL - The URL that Quosal Order Porter will use to submit Recurring Payment Information, when Live Mode is disabled.
    • Recurring Live URL - The URL that Quosal Order Porter will use to submit Recurring Payment Information, when Live Mode is enabled.

Step 2 - Copy Proxy Settings to ConnectWise Customer Portal that you would like to enabled payments for.

You will need to have ConnectWise Admin user rights to be able to edit the "Portal Configuration" setup table.


Step 3 - Update the Payment Processing Settings in ConnectWise Setup Tables for the Portal Configuration

  • Step 3.1 - Click on