BluePay Payment Processor Transition

VIDEO TRANSCRIPT | Recorded: 2025-12-17 | Verify against current system state

Abstract¶

Overview of the BluePay payment processor transition from PayPal, covering account structure, API configuration, and testing procedures

This article was auto-generated from the video transcript. Review and enhance the content based on the full video.

Two separate BluePay accounts: Production (American Association of Nurse PR) and Test (American Association Test)
Must log out and back in with different credentials to switch between accounts - cannot toggle within same session
Production and Test portals look identical - no visual differentiation between environments
Username convention for new users: jsykes-prod / jsykes-test to visually identify environment in header
BluePay offers granular user permissions (unlike PayPal) - can restrict users to view-only access
Navigate to Admin → Users to manage user accounts and permissions
Aptify has parent-level access to view transactions (monitors transaction thresholds for billing)
To investigate transactions: Transactions → Transaction List → search by date or filter criteria
Aptify Order ID passed through transactions - use to link back to person record in Aptify
Email address also available for lookup if member hasn't changed it since transaction
Account Updater reporting: Reports → Account Updater (limited reporting available)
Virtual Terminal allows manual test transactions directly in BluePay portal

0:16 "So we were using PayPal previously and now we're converting over to this new."
2:30 "And so you have to have a separate username and password for the production."
5:44 "I, I mean, I guess so because we're, you know,."
8:25 "And right now there's nothing for me to report on because we don't,."
10:49 "So what is the difference between 'cause I'm looking at customer code is the same."
13:42 "So you've got this chain, you've got this chain of reference."
18:48 "So we may be making adjustments to that business logic, but it hasn't come up yet."
26:00 "You don't have any permission at all, so by default you have to go back in and."

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