Note:

Recurring option for monthly donations is only available for USD. For every other currency processing through Cardknox, is a one-time payment only. 

Please be in touch with their cardknox agent much before the campaign, to take care of what is necessary to ensure your account would be able to accommodate required merchants needs.

Please take care of these while you reach out to your Cardknox Agent:
i. Inform your Cardknox agent about having a CauseMatch campaign, where you intend to use the account as a gateway
ii. Know the type of your account & its Credit limit if any, if required, raise your credit limit to accommodate or accept enough donations
iii. Make necessary changes to raise to your desired goal/target amount, 

CauseMatch Setup:

For Existing Cardknox Customers:

Tell your Cardknox contact that you are setting up a CauseMatch campaign, so they can send the information we need to integrate with. See below for more information on key generation in order to obtain the necessary fields. 

You will need: 

1. iFields (Token) Key
   

2. API Key
   

Connect Cardknox to your campaign:

With our new Dashboard UI Optimizations -You can now connect your Cardknox account directly from your Account itself. 

Account section can only be accessible if you have Client Admin Access. Reach out to your Customer Success Manager if you are not able to see your Account tab.

To connect your Cardknox account to CauseMatch, please follow the below steps.

1. Once you log in to the dashboard, navigate to your Account. 

2. Now, navigate to the “Edit” tab of your account.

3. Choose the Add Gateway option.

4. Select Cardknox from the dropdown menu.

5. Enter name for account (ex: Cardknox1), iFields and API keys.

6. Click on next step.

7. You can then add additional currencies (they will be non tax-deductible!) and change allowed Payment Methods.

8. Setup complete!

Key Generation

Login to the Cardknox account and follow these steps:

Step 1:

Once logged in, go to Settings on the menu panel on the left.

Step 2:

Select the Keys option in Settings and click on the "Create a Key" button.

Step 3:

In the pop-up window, select the type API (Transaction Key).

Step 4:

For Description, select "Others"  from the dropdown menu and put "causematch-campaign-api" or anything relevant to CauseMatch as the Custom Description. Make sure to select Admin Roles as the Key Permissions.

Once all this is done, click on Create and View.

Step 5:

Now the API key will be created and a window with the key will be shown.

You will be able to view the key only this one time. So please make sure to copy the key and save it somewhere immediately. If not, you will have to delete the key and start over again.

Step 6:

Now repeat Step 2 and select " iFields (Token Key)" as the type. Put " causematch-campaign-ifield" or anything relevant to CauseMatch as the description and click on Create and View. Now copy the key shown and save it somewhere immediately.

Step 7: