Creating an API Access Token

Creating your API Access Configuration

As part of the API authentication fields, you need to create an API access token in order to authenticate and gain access to the Helcim API. The API token is used for requests to the Helcim API and HelcimPay.

To get started:

  • Log in to your Helcim Account.
  • Click on All Tools and then on the Integrations.
  • Select API Access Configuration from the left menu.
  • Click on New API Access to get started.

Welcome to the new Helcim API

  • Enter a name for your API Access Configuration.
API Access Information
  • Select the appropriate Access Restrictions for your API token.
  • Click Create located on the top right of the page to save your configuration and generate your API token.

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Legacy API tokens:

Please note that legacy Helcim API tokens cannot be used for Helcim API V2 endpoints. Depending on your unique integration, you can use a combination of legacy endpoints and V2 endpoints, however please note that legacy endpoints are now deprecated.

Configuring your API permissions

Each API access token that you create will have its own permissions and the access you select for your API configuration should depend on what you intend to do through the Helcim API. Review our suggested API permissions for common use cases below.

  • General permissions will apply to general objects like Customer, Order, Products, and Others
  • Settings permissions will apply to settings objects like VT Settings, Customer Settings, General Settings, and Others
  • Transaction Processing
    • None - cannot process any type of transaction
    • Auth - for processing Verify and Preauth transactions
    • Positive Transaction - for processing Purchase and Capture
    • Admin - for processing Reversal, Refund

Transaction Processing permissions inherit the lower permissions levels when selected.

Example of completed API Access Configuration with generated API token

Example of completed API Access Configuration with generated API token

Recommended API permissions access

ProductSuggested Permissions
Helcim APIGeneral: Read & Write
Settings: Read & Write
Transaction Processing: Admin
HelcimPayGeneral: No access
Settings: No access
Transaction Processing: Positive Transaction

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HelcimPay permissions:

Please note that you cannot process Refund Transactions through HelcimPay.js. If you intend to use the same API token for requests to the Helcim Payment API through the Process Refund Transaction endpoint, then you would want to set Transaction Processing to Admin.

Invalid API permissions

If you attempt a function through the Helcim API with an API token that does not have the appropriate permissions, you will receive an error response from the Helcim API indicating as such. You will need to update the Access Restrictions for your API token, or create a new unique token for that action.

Invalid API Permissions