Knowledge base

CSG Forte Products and Solutions (13)

Solutions articles related to our products and services provide comprehensive insights and practical advice on how to maximize the benefits of our offerings.

AGI Integration (5)

• AGI Integration
• Email communication template_Forte_AGI_Com_object_v2.0.0.0.docx
• AGI Transaction Web Service

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CSG Forte Engage (7)

• Engage Live Agent Asist: How to Add Line Items / Multiple Invoices
• Engage Live Agent Assist: How to Create and Send Invoice via Email
• Engage Live Agent Assist: How to Create a Payment Plan

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Mobile App (2)

• Mobile App Overview
• Forte Mobile App Guide

Secure Web Pay (6)

• SWP - Checkout
• SWP - Redirect
• SWP - Checkout Setup Tutorial

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Virtual Terminal - Legacy (10)

• How do I remove the option for schedules on my payments page?
• How do I show the Schedule option in the Add transaction page of my virtual terminal?
• Email Notifications - getting started

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BillPay (2)

• FTP Bill Pay File Upload Instructions
• Script: Clean BillPay File of Embedded " Characters

Webservices (6)

• REST-example.php
• Sample JAVA REST client
• Web services testing tools.

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Webhooks (1)

• Webhooks Overview

Forte Checkout (3)

• Apple Pay
• Forte Checkout Overview
• Forte Checkout Demo

Datasheets Solutions (14)

• Account Updater Datasheet
• Forte.js Datasheet
• BillPay Datasheet

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REST API (1)

• REST Web Services v3

SOAP API (6)

• Sandbox WSDL Endpoint for AGI Transaction Web Service
• Live WSDL Endpoint for AGI Transaction Web Service
• Triple Check API for Webservices

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Validate & Authenticate (2)

• Validate - Account Verification
• Authenticate - Verify Account Identity

Dex (12)

Dex is our Merchant portal used to manage organization, locations, users, transactions, orders, funding, disputes, and gain insights about their business.

Onboarding (8)

• Welcome to Dex
• Dex - How to Switch Accounts
• Dex - Registration

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Reports & Reconciliation (8)

• Dex - Virtual Terminal Reports
• Dex - Credit Card Invoice Reconciliation
• Dex - Daily Transaction Report

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Transactions (10)

• Dex - Create Transactions in Dex
• Dex - Create Transactions Templates
• Dex - Custom Order Fields

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Notifications (3)

• Dex - Create Payment Notifications
• Dex - Editing Notifications
• Dex - Subscribing to Notifications

Schedules (6)

• Dex - Activating Schedules
• Dex - Create Schedules
• Dex - Deleting Schedule Items

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Disputes (6)

• Card Brands Dispute Management Guidelines
• Dex - Accepting Disputes
• Dex - Managing Disputes

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Users & Roles (7)

• Delete Users
• Dex - Adding Roles to Users
• Dex - Inviting New Users

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Developers Integration (4)

• Dex - Creating API Credentials
• Dex - Deleting API Credentials
• Dex - Editing API Credentials

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Customers (8)

• Dex - Add a New Customer
• Dex - Adding Transaction from Customers
• Dex - Suspend a Customer

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Partner (10)

• Dex - Partner - Hierarchy
• Dex - Partners - Add a Sales Rep
• Dex - Partners - Create New Rate Plans (Pricing Sheets)

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Enterprise (2)

• Dex - Enterprise Export Reports
• Dex - Enterprise Invite New Users

Locations (6)

• Enable Billpay Portal
• Disable Billpay Portal
• Download Billing Invoice

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Hardware / Equipment (4)

Terminal Guide and Process, along with Additional Resources to use Internal or to further assist a Merchant.

V400c Guides (23)

• Vx520 Migration
• V400C Plus - Dataflow Diagrams
• V400c - Device Overview

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eDynamo (8)

• eDynamo - Compliant Receipts
• eDynamo - Data Flow Overview
• eDynamo - Device Quick Guide

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DynaFlex II Go (6)

• DynaFlex II Go - Configuration & Setup
• Dynaflex II Go - Ordering Guide
• DynaFlex II Go - Security Guide

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Dynamag - Legacy (1)

• Dynamag - VISA Masking issue and resolution

Developer: Resources and Code Samples (5)

Access integration guides, code samples, and tutorials. Use and customize baseline code samples for various integration methods to streamline your development process.

Code Samples (19)

• AGI POST With One Time Token HTML
• Forte Checkout - Create a Token
• Forte Checkout - Create a Token without a Transaction.

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Tutorials (10)

• Using the FTP Web Interface
• Creating a PGP Key Pair
• Understanding Tokens

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Reference (4)

• Transaction and Settlement Codes
• ACH Standard Entry Class (SEC) Codes
• Forte's Business Classification Codes

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Downloads (7)

• Drivers
• Device Handler
• Secure Web Pay Solutions

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Integration FAQs (12)

• Advanced Gateway Interface FAQs
• Batch Transmission FAQ
• Credit Card and Check Readers FAQ

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Communication (9)

Latest communications including Newsletters, Security Bulletins, New Feature Updates and Announcements.

Announcements (1)

• Forte Status Page

Merchant & Partner Communications (4)

• Partner Preference Contact Update
• 2024 PCI Training by Aperia
• 2024 TPPA Training Opportunities

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NACHA Compliance (1)

• NACHA MICRO-ENTRY RULE

Communication FAQ's (1)

• CSG Forte Authenticate Merchant FAQs

Dex Communications (1)

• Wallet Payments in Dex

iCG SWP Documentation (1)

• iCG Transition to Secure Web Pay FAQ

iCG API & iFrame Documentation (6)

• Common Authentication Process
• TRANS API Migration Integration Guide
• CSG Forte REST API Postman_Collection.json

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iCG VIP API Documentation (3)

• Common Authentication Process
• CSG Forte REST API Postman_Collection.json
• VIP API Migration Integration Guide

iCG Billing & Commission Migration (2)

• Merchants FAQ (iCG Billing Migration)
• ICG Billing Transition Toolkit

Merchant Resources (6)

Helpful information that provides merchants insight on submitting request, disputes management, Dex platform and more.

Processing Services (1)

• Interested in Forte Services? Get Started and Apply Now!

Merchant FAQs (47)

• Underwriting application process (FAQ)
• ACH Funding: Processing Time and Faster Funding Options (FAQ)
• CSG-iCG Acquisition: External FAQs

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EMV FAQ (13)

• What is EMV?
• Who Does EMV Impact?
• Does EMV Impact My Card-Not-Present Business?

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Merchant Education (14)

• iCG Acquisition
• ACH Chargebacks
• ACH Lifecycle and Transaction Types

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Forte's Customer Advisory Board (1)

• 2021 - 2022 Gov't Customer Advisory Board FAQ

Merchant Compliance (9)

• TIN MISMATCH / LEGAL NAME COMBINATION ADDITIONAL INFORMATION
• Convenience/Service Fee and Surcharge Tip Sheet
• PCI-DSS v4.0 Webinar Recording and Presentation - May 2024

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Partner Resources (6)

Resources to assist partner's with merchant management, submitting request, Forte's products and more.

FAQ (13)

• Cutoff Times FAQ
• What are transaction status codes?
• What are Response Codes?

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Partner CAB Advisory Board (2)

• Partner Client Advisory Board FAQs
• CAB Meeting 5-17-2022 Recap

Onboarding (3)

• Application Process FAQ
• Application Manual Formats (Paper-Based)
• Partner Documentation Requests

Dex Partner Hierarchy Migration (2)

• Dex Partner Hierarchy Migration FAQ
• Dex Partner Hierarchy Migration Communication

Value Added Services (10)

• Processing Services & Solutions
• Customer Integrations & Payment Page Solutions
• Tokenization & Encryption

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CivicPlus Resources (1)

• CivicPlus Payment And Services Operations FAQ

Training (3)

Comprehensive training library, designed to equip users with the skills and knowledge necessary to effectively utilize our products and services.

Dex Training (10)

• API Credential in Dex Integration - Training
• Dex Training Courses for Merchants
• Dex Training Courses for Partners

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Security Training (1)

• Security Awareness Month 2024

 Glossary & Definitions (4)

• ACH Transaction Payments Lifecycle
• Credit Card Payment Lifecycle
• ACH (EFT Funding & Settlement Timeframes)

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Forms (1)

Provides direct access to CSG Forte’s standardized request forms, enabling customers to efficiently submit a variety of service requests—including bank account changes, signer contact updates, funding requests, and ACH or credit limit increases.

Merchant/Partner Forms (11)

• Account Changes Request
• Account Closure Request
• Aperia PCI Enrollment

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General Resources (2)

Applicable resources and documentation for partners and merchants.

Resources & Documentation (2)

• Prohibited Business Types
• Payments Glossary

Applications (4)

• Commission
• CSG Forte-Merchant Services Agreement
• APPENDIX - NSF Recovery Services

View all 4