Adding a Device
    • 07 Sep 2023
    • 2 Minutes to read

    Adding a Device

    Article Summary

    You can add a desktop computer, laptop, tablet or smartphone as the device that will be paired with your Helcim Card Reader.

    There are two ways you can add a device (computer, tablet, smartphone) to use with the Helcim Payments app, you can add a device by logging into your Helcim Account through a browser, or when you initially log in to the Helcim Payments app.

    Adding a Device Through the Helcim Payments App

    After you have downloaded the Helcim Payments app, click on the app icon to open the app. Next, enter the username and password you set up when you signed up for your Helcim Account.
    Next, click on your business.

    You can now enter a nickname for your device, once you have entered the name into the textbox click on Save.

    After you enter the device name you will see a confirmation screen that the device was configured successfully. You can now click on either Connect to connect your Helcim Card Reader or click on Do It Later to view your account info.

    If you have clicked on Connect you can continue to sync your Helcim Card Reader. Choose which device you would like to connect to continue the process.

    Next, click on either USB or Bluetooth depending on how you want to connect the Helcim Card Reader to your device. If you do not need the mobile capability we recommend selecting USB for a more stable connection.

    The Helcim Card Reader will now complete the connection.

    You have now completed adding a device and syncing your Helcim Card Reader.

    Adding a Device Through a Browser

    To get started, log into your Helcim Account and click on App and Devices from the menu on the right-hand side of your screen.

    If you have any existing devices, they will be listed on this page. To add a new device, click on the Add New Device button in the top right-hand corner of your screen.

    You can now enter the details for your new device.

    Device Nickname: Use the textbox to enter an easy to recognize name for this device

    Terminal: If you have multiple terminals associated with your account you can use the drop-down menu to select the terminal you want this device to use. The terminal types listed in the drop-down menu are limited to the terminals associated with your Helcim account.

    When you are done entering the device details, click on Save to add the device.

    When you click Save, additional settings and device options will be generated in the menu on the right-hand side of your screen. You can click through these options to add custom settings for your new device.

    To generate a configuration code for your device, click on Enable Device from under the Actions menu on the right-hand side of your screen.

    This will mark the device as active and generate a configuration token in the Device Overview screen that can be used when syncing the device with the Helcim Payments app.

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