Moneris card reader
If you're using Shopify POS for iPad with the retail package, then you can use the Moneris IPP320 terminal to accept tap, chip, and swipe payments (including debit). Use this guide to set up the terminal, and then tap Credit/Debit from the Shopify POS app to take a card payment.
If you enable the Moneris terminal on a POS device, then Moneris will process only card transactions for that device. You do not need to enable Moneris in your store's Payments settings.
After the Moneris IPP320 terminal is set up, you should contact Moneris Customer Support if you need help using the terminal or with your Moneris account.
To use the Moneris IPP320 terminal with Shopify, you need:
- Shopify POS for iPad (version 3.5 or higher) with the retail package
- a Canada-based Shopify account
- your store's currency set to CAD
- an active Moneris merchant account
- both ethernet and wi-fi network access at your point of sale
- an iPad (the terminal isn't compatible with Shopify POS for iPhone or Android).
Get your Moneris terminal
Before you can start using the Moneris iPP320 terminal, you need to sign up for a Moneris merchant account. After your application is approved, Moneris will send you a Moneris iPP320 terminal that has the correct software for use with Shopify.
If you already have a Moneris account, then you need to request a terminal that works with Shopify from Moneris.
Your Shopify business must be based in Canada and have its currency set to CAD to be eligible for the Moneris IPP320 terminal.
Step 1: Connect your terminal
Your terminal includes a single connection cable that connects the terminal to your network and to an AC power adapter.
To connect your terminal:
- Plug the connection cable’s network plug into the ethernet jack.
- Connect the power adapter to the port on the connection cable, and then plug the power adapter into a power outlet.
- Plug the connection cable into the bottom of the payment terminal (the connector resembles an HDMI plug). Use the screws that are included with your terminal to secure the cable to the terminal.
After you connect the terminal, it will beep and its screen will light up.
Step 2: Configure the terminal
When you start your terminal for the first time, you’ll be prompted to enter the device settings, starting with the Language options. If your terminal displays Welcome / Bonjour instead of the setup menu, then you need to restart it by following the steps in the Troubleshooting section of this guide.
Before you can start using your terminal with Shopify POS, you need to enter the correct device settings. If you need to cancel one of the device settings that you’ve entered before, then press the red
X button to restart.
These are the settings that you should choose at each step of the setup process:
|Language/Langue||Press F1 for English or F4 for French. This sets the default language for the terminal and printed receipts.|
|Contactless Reader||Press F1 to enable contactless (“tap”) cards.|
|Mode||Press F1 to move down the list and select PCI, and then press the green
|Ethernet IP Type||The terminal can be networked using a dynamic address, or you can specify the network settings manually. In most cases, you should use a dynamic address. Select DYNAMIC by pressing F4.|
|IP Host Setup||Select Public, and then select Production (press F1 or F4 to change the selection, and press the green
|Auto DNS||Press F1 to select YES, unless you have special networking requirements.|
|Enter IP Config Retry Period||This defaults to 10. Press the green
|Enter Host Connect Timeout||The defaults to 20. Press the green
|Remove Card Beep||This controls whether or not the terminal will beep if the customer leaves their card inserted after completing a purchase. Select ON by pressing F1 to have the terminal beep when a card is left in, or select OFF by pressing F4.|
|Cashback||Press F4 to select NO. Shopify POS does not support cashback.|
|Surcharge||Select NONE (press F1 or F4 to change the selection), and then press the green
|Status Report||Press F1 to enable this feature.|
|ERNEX||Press F4 to disable the ERNEX loyalty card system. Shopify POS does not support ERNEX.|
After you enter the settings, your terminal is almost ready to use. Press the green
O button twice to display the Welcome / Bonjour screen. If you change the terminal’s network settings, it will reboot automatically before it displays the Welcome / Bonjour screen.
Step 3: Configure Shopify POS to use your new terminal
After you’ve set up your terminal, you can enable it in the Shopify POS app on your iPad. To complete this step, you’ll need to refer to the Moneris Merchant Information Sheet that you received from Moneris with your terminal or by email.
Did you know?
You can connect your terminal with only one iPad at a time — a single terminal can't connect to multiple iPads that are running Shopify POS.
To configure Shopify POS:
- Open the Settings menu in Shopify POS, and then tap Payments.
- Tap Moneris Terminal:
- Enable the Moneris terminal by tapping the toggle button. This will display 3 fields that you need to complete: IP Address, Merchant ID, and ECR ID.
- Enter the terminal’s IP Address. You can get this from the terminal by pressing F2 and then F3. Enter this into the iPad the same way as it is displayed on the terminal. The address will be a combination of 4 sets of numbers separated by periods.
- Enter the Merchant ID, which is included on your Moneris Merchant Information Sheet. The Merchant ID is generally a 13-digit number that starts with 0030. If you have more than one Moneris terminal, this number will be the same for all of them, since it is your account number.
- Enter the ECR ID, which is included on your Moneris Merchant Information Sheet. The ECR ID is a number specific to each terminal. It’s generally 8 digits long and might be labelled Debit/Credit ECR on your Moneris Merchant Information Sheet. Note that the ECR ID is not the same as the terminal’s serial number.
- After entering these settings, tap Initialize terminal in the top-right of the iPad screen. The initialization can take up to a minute, and Shopify POS will tell you when it is complete. This process verifies that the settings are correct, and updates the terminal with your merchant account information.
If you ever make changes to your account with Moneris (like changing your processing limits or accepted forms of payments), then you can return to the settings screen and tap Initialize terminal again to make the changes take effect.
If you have problems with networking, you might want to change your terminal’s Ethernet IP Type from a dynamic IP address to a static IP address, and then configure your network router to reserve the address you use for the terminal. To complete this, you’ll need the to be able to access your router’s configuration.
To change your terminal’s Ethernet IP Type:
- Restart the terminal by following the steps in the Troubleshooting section of this guide.
- Follow the steps in the configuration table above (see Step 2), but select STATIC on the Ethernet IP Type prompt instead of DYNAMIC.
- After you select STATIC, enter your router’s IP Address, Subnet Mask, Default Gateway, and Primary and Secondary DNS Servers (you can find this information in your router’s configuration).
- Complete the terminal setup.
- Check your terminal model and software version
- Using multiple iPads
- Returning to the terminal setup menu
- Connection error in Shopify POS
- Re-initializing the Moneris terminal
- Contacting support
Check your terminal model and software version
To work with Shopify POS, your Moneris terminal needs to be an iPP320 with the correct software installed. You can check your terminal's software version using the serial number that appears when you reboot the terminal.
To check that your terminal and software are correct:
- Make sure that the terminal model number on the back of the Moneris device is iPP320.
- Reboot the terminal by unplugging it and then plugging it in again.
- When the terminal reboots, the fourth screen shows the software serial number in the format Cxxxx-xxxxxxxx, where each x is a number. Check that the first four numbers are either 0224 or 0253. If your numbers match either of those, then your terminal's software is compatible with Shopify POS.
Using multiple iPads
Your Moneris terminal should be connected with only one iPad at a time. If you connect more than one iPad to a single terminal, its network connection will fail, and you will risk losing sales.
If you want to sell using multiple iPads at your retail location, you need to get an additional Moneris terminal for each iPad.
Returning to the terminal setup menu
The terminal’s setup menu appears automatically the first time you power up a new terminal. If you want to make changes to your terminal’s configuration, then you need to reboot the terminal and open the setup menu manually.
To open the terminal’s setup menu:
- Reboot the terminal by pressing and holding the yellow
<button and the punctuation button
.,#*at the same time. When the terminal screen flickers off, release the buttons.
- When the terminal has rebooted and its screen displays a message that looks like “U-0224-NNNNNNNNN”, press and release the red
Xbutton, and then quickly press the green
Obutton to open the setup menu.
- Follow the steps in the configuration table (see Step 2) to set up your terminal.
Connection error in Shopify POS
If your in-store network connection isn’t stable, then Shopify POS might have difficulty connecting to your terminal.
If your terminal’s Ethernet IP Type is set to Dynamic, then it can lose connection with Shopify POS when your in-store internet connection fails. If this happens, the Checkout screen in Shopify POS will display a message that says No card reader connected, and you will need to update your Shopify POS settings to include the terminal’s IP address before you can continue:
- Open the Settings menu in Shopify POS, and then tap Payments.
- Tap Moneris Terminal.
- On your terminal, press F2 and F3 to display its current IP address.
- In Shopify POS, enter the terminal’s new IP address.
- Tap Initialize terminal to save your changes.
If this happens often, then you might want to change your terminal’s Ethernet IP Type to Static instead of Dynamic (see the Advanced Networking section above).
Re-initializing the Moneris terminal
There are times when you might have to re-initialize the Moneris terminal, for example if you toggle it off and on in the Shopify POS payment settings, or if you change something in your Moneris account.
Sometimes the Moneris terminal will change its IP address, and you'll need to follow the connection-error steps above to check and update the IP address before you re-initialize the terminal.
If the Shopify POS app gets stuck in initializing mode because the IP address needs to be updated, then you can force the app to quit before you update the IP address:
- Press the iPad's home button twice to display all the apps that are running on the iPad.
- Find the Shopify POS app and swipe it upwards to remove it from the list of apps.
- Press the iPad's home button to return to the iPad's home screen.
- Find and tap the Shopify POS app to open it, and then follow the connection-error steps.
If you still have trouble connecting your terminal to Shopify POS after trying these troubleshooting steps, then contact Shopify support. If you need help with transactions, payouts, or using your terminal, then contact Moneris support from their support page or by calling 1-866-319-7450.