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Deposit Processing Credentials

  1. When your merchant account is activated, the account credentials are automatically entered into CDM+. Only the Asset Account to which the monies are deposited needs to be entered by the user. The Asset Account is the checking account you provided with the merchant account application through our payment processor for settlement of funds. To enter the Asset Account, go to ProgramCDM+ EngageSettings.

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  1. Then, click Merchant from the left sidebar. Under Contribution/Payment Merchant, use the drop-down field under Asset Account to select your account. Save your changes at the bottom right-hand corner of the window.

    Engage Settings Merchant menu with an arrow pointing to the Asset Account options.

All credit card numbers are stored on the computers of our payment processor, Paragon, and are not entered in your CDM+ database. Paragon adheres to all U.S. Banking policies and procedures, and this information is highly encrypted.

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