BluePay Administration Portal
VIDEO TRANSCRIPT | Recorded: 2022-01-27 | Verify against current system state
Abstract¶
Comprehensive training on the BluePay administration portal replacing PayPal. Covers the key differences including separate production and test accounts (vs PayPal's single account), improved user permissions, transaction lookup by order ID or email, reference transaction numbers (3-year expiration vs 1-year in PayPal), and the automated credit card updater service.
Key Procedures¶
- Login to BluePay production vs test accounts separately
- Use username convention: jsikes-prod or jsikes-test
- Navigate to Transactions > Transaction List for lookups
- Use Order ID field to find Aptify transactions
- Check Admin > Users for user management
- Set individual permissions for each user
- View Account Updater reports for auto-update statistics
Notable Statements¶
- 0:00:14 "BluePay is our alternative, or our new choice for payments that occur from AppDeFi and from our websites"
- 0:01:26 "If I give somebody access to this portal, they have access to everything. They have access to void things"
- 0:02:18 "We actually have two separate accounts. We have two separate, yeah, we have two separate accounts"
- 0:03:15 "There's nothing saying, this is the test environment or this is the production environment"
- 0:03:30 "Moving forward for new users, it would be jsykes-prod so that you can visibly see that you're in production"
- 0:05:01 "Our account, this main production account, has a parent of aptify... Aptify can actually view our transactions"
- 0:07:27 "If this came from AppDeFi, the AppDeFi order ID would be listed here. And that's your way of getting back to a person record"
- 0:12:15 "BluePay allows reference transaction numbers to be active for, they stay three years. So in PayPal, the reference transaction number expired after one year"
- 0:15:16 "During that initial 20,000 credit card transfer, we should be getting updated reference transaction numbers with expiration dates out three years"
- 0:17:13 "What happens is, you send your request over to BluePay. And then BluePay says, okay, well, before I process the transaction, I'm going to look at my database of updated credit cards"
Systems & Configurations¶
Systems Mentioned¶
- BluePay (new payment gateway)
- PayPal (legacy system being replaced)
- Aptify (transaction processing)
- Conference registration (custom transactions)
Account Structure¶
| Account | URL | Purpose |
|---|---|---|
| American Association of Nurse PR | bluepay.com (production) | Live transactions |
| American Association Test | bluepay.com (test) | QA transactions |
Key Differences: PayPal vs BluePay¶
| Feature | PayPal | BluePay |
|---|---|---|
| Account separation | Same account, toggle | Separate logins |
| Reference transaction expiration | 1 year | 3 years |
| User permissions | All or nothing | Granular |
| Account Updater | Manual | Automated |
Transaction Fields¶
| Field | Source | Notes |
|---|---|---|
| Order ID | Aptify | Link back to person |
| Person record | Secondary lookup | |
| Custom 1 | Reserved | Aptify uses |
| Custom 2 | Reserved | Conference ID |
| Transaction ID | BluePay | Reference transaction |
Credit Card Updater¶
| Feature | Behavior |
|---|---|
| Lookup | Before transaction processing |
| Overnight sync | 3 days after transaction |
| Storage | BluePay database |
| Statistics | Report available in portal |
Credentials/Access Mentioned¶
- IT Support test account
- J.Sikes production account
- Dev group (for test environment)
Vendor Contacts Mentioned¶
- Debbie Smith (set up initial users)
- Andrew (Aptify - stored procedure info)
Errors & Troubleshooting¶
- Issue: Can't grant legacy_trans_list permission
- Cause: Parent permission required first
- Resolution: Skip that permission, continue with others
-
Timestamp: 0:26:49
-
Issue: Expired reference transaction for auto-renewal
- Cause: Membership extended beyond 1 year (PayPal)
- Resolution: BluePay 3-year expiration helps
- Timestamp: 0:15:35
Transcript Gaps & Quality Notes¶
- Comprehensive training session (31 minutes)
- Migration from PayPal to BluePay
- ~20,000 credit cards to be transferred
- Aptify has parent access to AANP account
- Group functionality unclear (open text field)
- Screen sharing of both portals