Connect Customers®

connect customers

Connect CUSTOMERS® - is a web based Secure Hosted Customer Payment Information Manager providing your business with a comprehensive system to manage and store all Customer Payment Information in a Payment Card Industry (PCI) compliant manner. Perfect if you have recurring customers!

The heart of Connect Customers is a secure online database where you can store all of your customer’s information including payment (credit card information) and shipping information securely online allowing customer payments (transactions) to be made quickly and easily without the need to retype any of the customer’s information.

Connect Customers integrates seamlessly with your Connect SecurePAY payment page adding Amazon-like checkout capability to your business. That is, when your customers are making payments on your United Connect SecurePAY website, they can now login and save their payment, shipping and contact information for fast a quick checkout in the future.

Also included is Automated Credit Card Expiration Notification. If you choose, the system can also automatically email your customers when their credit cards are due to expire with a "click here to update your account" link directly in the email. Not only does this make PCI compliance a breeze, it saves your business tons of time and resources from having to handle this manually.

Features

Benefits

Samples

Downloads

Features

  • All credit card data is securely stored on United Payment Services PCI compliant servers eliminating the need for you to store any cardholder data at your location.  All United Payment Services systems are PCI Level 1 certified (highest PCI level).
  • CPIM supports multiple payment profiles (multiple online credit cards) as well as multiple shipping profiles.
  • Allows easy research and reporting on payment history of a particular customer.
  • Optional Secure FTP service for automated bidirectional files transfer. Ideal for large merchants with many transactions per day and the desire to automate their order fulfillment process.  (Automated file transfers to UPS allow merchants to automatically send transactions to United Payment Services directly from their in house Ordering systems.)
  • Automated file transfers back to the merchant and allows the merchant to automatically update their in house Account Receivable systems.
  • Includes virtual website with an integrated shopping cart made to look exactly like your business, as well as, email link templates to seamlessly collect payments from your customers in a “Amazon.com-like” checkout and “My Account” support.
  • No size limit, online customer database accessible and maintainable via manual (VT), automated (API) and bulk methods (Secure File Transfer).
  • End-to-End PCI compliant solution. Merchant never has access to any portion of the credit card other than the masked card number.
  • Unlimited number of credit cards on file securely stored and ready for quick and easy “token” transaction processing via manual (VT), automated (API) and bulk methods (Secure File Transfer).
  • Automatically sends email notification to customer when nearing expiration. Email includes a “click here to update your account” link.

Benefits

  • Comprehensive system to manage and store all Customer Payment Information in a Payment Card Industry (PCI) compliant manner.
  • Seamlessly integrate the payment processing of your customers with your company’s ecommerce website, simple email messages and your in house order/ payment management system.
  • Use API to automate time consuming tasks currently done manually
  • Accept payments from your customers directly via email, your website, over the phone, or in person.
  • Super easy to bill recurring customers fast and accurate
  • Time saving automated Credit Card Expiration Notification
  • Low cost, “No Effort” PCI Compliance

Click on an image below to see the full-size sample.

Customer Search

connect customers search

Customer Information

connect customers general

Payment Profiles

connect customers payment profile

Shipping Profiles

connect customers shipping profile

Virtual Terminal

connect customers virtual terminal

Downloadable documentation requires Adobe® Reader®. If you do not already have it, you can download it for free from http://www.adobe.com/products/acrobat/readstep2.html

Connect Customers User Guide (PDF, 4255KB)