Syncing a Device - Workstation
    • 16 Apr 2024
    • 2 Minutes to read

    Syncing a Device - Workstation

    Article summary

    Connect your Card Reader

    Begin by opening up the Helcim Payments app.Helcim LogoNext, log into the app using your Helcim username and password, these are the same credentials that you used to set up your account originally. Tap on Log In when you're done entering the information.log in to HelcimYou can now begin configuring your device. Enter your Device Nickname and use the dropdown menu to Select a terminal to accept payments through on your device. You will also be prompted to create a PIN, the PIN will allow you to log back into the app faster and bypass the need to enter your password. If you have already created a PIN for your account, you will not be prompted to create another.configure your device
    Once you have entered your information, click on Save.
    You will see a confirmation screen confirming the device has been saved, click on Got it to continue.
    Nickname created
    Now you can connect your Helcim Payments app with the Helcim Card Reader. To get started, click on Connect.
    connect to the Helcim Card Reader

    If selecting Do it Later, you can access the card reader set up wizard by selecting the terminal icon at the bottom of your dashboard.Reader is not connectedNext, select  Connect under the Helcim Card Reader 2nd Gen modelconnect to the Helcim Card ReaderNext, select if you would like to connect the Helcim Card Reader via USB or Bluetooth (Bluetooth is not available on Windows devices).Connect the Card Reader

    USB Connection

    Connect the Card Reader via USBOnce you see the Connection Established notice, click on Next.Next button
    The app will now configure the Helcim Card Reader, this may take a few minutes to complete.
    completing setupOnce this process is complete you will see a confirmation screen and you can select Go to Dashboard to begin accepting payments.
    setup wizard complete

    Bluetooth Connection

    Unless you require mobile capability, we recommend connecting the Helcim Card Reader via USB for a more consistent connection. Bluetooth connectivity is available on Mac, iOS, and Android devices.

    Once you have completed the USB Configuration, you can switch your connection type to Bluetooth if needed, and you are using a Mac, iOS, or Android. To do this, click on Connect via Bluetooth on the bottom of the USB Configuration Complete screen.
    setup wizard completeYou will be prompted to select the device you wish to pair your computer to. Click here to find your device's serial number. After selecting the device you want to connect to, click on Connect.
    BBPos Setup WizardYou will then see a prompt on your computer to confirm the connection request. Ensure the number displayed on your computer matches the one seen on your Helcim Card Reader and click Connect The app will now complete the setup.
    completing setupOnce connected you will see the Bluetooth Configuration Complete screen, from here you can select Go to Dashboard.
    setup wizard complete

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