Enhanced Data Templates

Once Enhanced Data feature is enabled for a Terminal, it's possible to configure Enhanced Data Templates.

The templates are an additional feature which allows merchants to predefine a set of generic data to be provided during authorization and settlement as part of all of a transaction's enhanced data.

The templates have four main ideas that you need to understand:

  • Platform default template: your gateway might already have a default pre-defined template. You can see this template in your list (as above), but you can't change or deactivate this template. This template is going to be the base for the autofill feature.
  • The autofill feature: when your terminal is configured without autofill, every transaction received by any channel (VT, Open Batch or Integrations) is going to receive the “default template”'s data where you didn't inform anything. For example, if you sent a transaction without any enhanced data field and the terminal used has autofill enabled, the gateway is going to use the default template's data (the platform's or yours, if you defined one for the terminal) to complete the missing data.
  • Terminal templates: besides the platform default template (if existing), you can also define templates for terminals. If you define templates, they are going to be available whenever you decide to send or add enhanced data to a transaction. Also, you can define one of your terminal's templates as the default one for that terminal - in this case, the payment gateway is going to use the autofill with this template, instead of using the platform one.
  • Applying template manually before settlement: anyime before settlement, during a transaction, using Virtual Terminal or XML Integrations, you can provide a template for which you want the data to be applied, in case you don't use the autofill feature (or don't want to use it). You are going to be able to choose between the terminal's templates and even the platform template.

But before all of that, you need to define templates you might want to use for your transactions. So, here's how it works:

  • 1. Set up a name and determine whether this template will be the default.

Template's General Details

  • 2. You define the details which go inside the template (the enhanced fields themselves, which can complement a transaction's enhanced data).

Template's Enhanced Data Details

Once you provided these details, you can start using the template in Virtual Terminal, Open Batch, or even XML Integrations.

If you have more questions, please contact our support team.

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