To enable the PCI Vault, go to the Integrations tab and select Add-ons. Once enabled, you’ll create a unique username and password to access your PCI Vault. If you forget your login information, you can reset it from the same page. To note: The PCI Vault is always case-sensitive.
The PCI Vault allows you to securely store and retrieve your customers’ billing information through a PCI-compliant vault. The add-on costs $95 per month with unlimited use.
Why Use the PCI Vault?
PCI Vault provides a more seamless checkout experience by allowing customer payment information to be securely captured during checkout. It can be especially useful if you want a fast, seamless checkout process or if Deep Lawn does not have a direct integration with your CRM or payment processor and payment information does not automatically pass over.
With PCI Vault, you can access a customer’s stored payment information from your Deep Lawn account and manually transfer it into your CRM or payment processor when needed.
How the PCI Vault Works
When a customer completes an order, their payment information is securely stored in the PCI Vault.
To access a customer's stored card information, go to the Orders tab and select the customer's order. On the Order Details page, select the Customer Card Info button. You’ll then be prompted to enter the unique PCI Vault username and password you created when setting up the vault. Then you’ll be able to access the customer's stored payment information at any time from your Deep Lawn account. This allows you to manually transfer the payment information into your CRM or payment processor when a direct integration is not available.