Forte (Beta) Gateway Setup Guide

The Forte gateway integration is currently in Beta.

Advanced Billing requires your Organization ID, Location ID, Access ID, and Secure Key in order to communicate with your Forte account.

Advanced Billing supports the Forte gateway for credit card and echeck transactions in USD and CAD.

Your Organization ID can be found in the upper left corner of the Forte online portal. Your Location ID can be found by selecting Locations from the left-hand menu and then choosing one from the list.

An Access ID and associated Secure Key can be generated by selecting “Developer” from the left-hand menu and then choosing “API Credentials”. Enter a name for the new credentials – we suggest including Advanced Billing in the name. Be sure to copy the Secure Key as it will only be displayed once.

Account Updater (Beta)

Support for the Forte gateway Account Updater is currently in Beta. If you would like to enable this feature, please contact support to request access for your site.

We advise reviewing the Forte Using Account Updater documentation. The feature must be enabled in your Forte account before Advanced Billing can process the updates. In particular, if you have historical data in your Forte account, you may want to exclude some records from the updater process. Advanced Billing can assist with this as a paid professional service if needed.

Once the feature is enabled, Advanced Billing will periodically check for updated cards in your Forte account and will sync the attributes such as the masked card number and expiration date. In addition, if the account is closed, we will disable the payment profile in Advanced Billing and delete the record from Forte.

DATA PORTABILITY POLICY

Please contact Forte for more information.

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