Follow the instructions below or check out this video on Authorize.net's support site to learn how to sync your inDinero and Authorize.net accounts. This way, your dedicated team can capture and categorize your transactions directly without any extra work on your part.
Log in to your authorize.net account.
Click the “Account” button in the top navigation bar.
Then click “User Administration” from the navigation bar.
Next Click “Add User” in the blue bar.
You will be prompted to select the user role for the new account. This can be “Account Analyst.”
Scroll down to the bottom of the page and confirm this by entering in your secret passphrase.
Enter in the User information in the appropriate boxes.
- Login ID
(e.g. if your company name is Evolve Enterprises, the online ID should be Evolveenterprises8)
- First Name
- Last Name
- Email Address 1
(e.g. if your company name is Evolve Enterprises, the email will be email@example.com)
Select Email Notification settings you’d like us to receive, please leave these blank.
Click “Submit” to continue.
After submitting, you’ll receive confirmation that the account has been successfully created and you’ll be provided confirmation of the login ID and Password.
Please upload the user ID and Password into the Client Uploads section of your inDinero dashboard. Then, let your dedicated service team know once you’ve completed all these steps so they can wrap things up on their end.