> For the complete documentation index, see [llms.txt](https://help.konnektive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.konnektive.com/konnektive-crm/gateway-setup/adding-a-gateway.md).

# Adding a Gateway

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This article will provide instructions on how to set up your gateways and gateway categories.

### Add a Gateway Category <a href="#addingagateway-addagatewaycategory" id="addingagateway-addagatewaycategory"></a>

You will want to categorize your gateways by the corp they were acquired by. This is necessary to prevent cross-corping.

* *Select* **Gateways →** **Gateway List** then click the green **+ Category** button.

<figure><img src="/files/1HWwJWY6sOZkpRLcUS7v" alt=""><figcaption></figcaption></figure>

* A pop up box will appear. Put the new category name in the field and click on the green **Create Category** button.
  * Once you create the categories, you can use the Category dropdown at the top of the gateway list to filter for a specific category.

<figure><img src="/files/3XU0rJEP2wx4sMslsjJ7" alt=""><figcaption></figcaption></figure>

### Create a New Gateway <a href="#addingagateway-createanewgateway" id="addingagateway-createanewgateway"></a>

* *Select* **Gateways → Gateway List** then click the smaller green **+** button.

<figure><img src="/files/z3QsRIg4SwGHAWcK2aRI" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/HA6UmsO5r0tNAdGzJHkt" alt=""><figcaption></figcaption></figure>

* Enter the gateway information into the **General Details** section.

{% hint style="info" %}

* **Title -** A name or identifier for the gateway.
* **Category -** The category that this gateway corresponds to.
* **Gateway -** The gateway.
  {% endhint %}

{% hint style="danger" %}
Gateways will also have additional inputs. These inputs will be different depending on the gateway, but at least one will relate to required **credentials** as provided by the merchant provider. For more information on your specific gateway, please locate it in [Gateways](/konnektive-crm/gateway-setup/gateways.md).
{% endhint %}

* (Optional) Enter the contact information related to the Gateway in the **Customer Service** section.

{% hint style="info" %}
*Used in autoresponders*

* **Phone # -** The customer service phone number that customers should call related to the gateway.

* **Chargeback # -** The customer service phone number for chargebacks on the gateway.

* **Email -** The customer service email that customers should use related to the gateway.

* **URL -** A support web page related to the gateway.
  {% endhint %}

* (Recommended) Enter the gateway information into the **Limits** section.

{% hint style="info" %}
*Used for various calculations related to gateway costs*

* **Monthly Cap -** This is the total volume per month that is allowed to process on the gateway. The CRM can calculate your cap usage two different ways:
  * The first calculation includes only gross billings against the gateway and ignores refunds (this is default).
  * The second calculation shows net billings and includes refunds to give the net billings for the month. You can enable the second option by checking Include Refunds.

* **Discount Rate -** The discount rate associated with the processor. This a percentage of volume taken by the bank on every sale.

* **Reserve Rate -** This is a percentage on billings that the bank keeps in a rolling reserve.

* **Transaction Fee -** This is a flat rate that is charged by the gateway for each transaction.

* **Chargeback Fee -** This is a flat rate that is charged by the gateway for each chargeback.

* **RDR Fee (Visa) -** This is a flat rate that is charged by the gateway for each RDR refund. See [RDR ](/konnektive-crm/gateway-setup/rdr.md)for more information.

* **Ethoca Fee (Mastercard) -** This is a flat rate that is charged by the gateway for each Ethoca refund. See [Ethoca Refunds](/konnektive-crm/gateway-setup/ethoca-refunds.md) for more information.
  {% endhint %}

* Select the desired **Additional Options**

{% hint style="info" %}

* **Enabled -** Whether or not to allow any sales on the gateway. When this box is deselected, no sales are allowed to process against the gateway.
* **Block Prepaid Cards -** Whether or not to allow prepaid cards to process against the gateway. If checked, prepaid cards will be blocked.
* **Block Debit Cards -** Whether or not to allow debit cards to process against the gateway. If checked, debit cards will be blocked.
* **Direct Cascade Profile -** (Optional) The cascade profile used to reattempt soft declined initial transactions. See [Cascade Profiles](/konnektive-crm/gateway-setup/advanced-transaction-routing-interface-atri/cascade-profiles.md) for more information.
  {% endhint %}

- Select the desired **Accepted Payments**

{% hint style="info" %}

* **eCheck -** Check this if your gateway allows eCheck transactions.
* **Mastercard -** Check this if your gateway allows MasterCard Cards.
* **Visa -** Check this if your gateway allows Visa Cards.
* **AmEx -** Check this if your gateway allows American Express Cards.
* **Discover -** Check this if your gateway allows Discover Cards.
  {% endhint %}

- Enter the gateway information into the **Gateway Details** section. These are all acquired by the merchant provider.

{% hint style="info" %}

* **Descriptor -** The descriptor *as provided by the merchant provider.*
* **Mid # -** The mid number *as provided by the merchant provider.*
* **Processor -** The processor *as provided by the merchant provider.*
* **Merchant Category Code -** The merchant category code *as provided by the merchant provider.*
* **Acquirer Bin -** The acquirer bin *as provided by the merchant provider.*
  {% endhint %}

{% hint style="danger" %}
Please review all information for accuracy before creating a new gateway.
{% endhint %}

When you are finished entering your gateway information, click the green **Create Gateway** button.