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Use API calls to configure terminals

Configure payment terminal settings using our Management API.

The Management API lets you define payment terminal settings at various levels using API requests instead of the Customer Area.

Requirements

Before you begin, take into account the following requirements, limitations, and preparations.

Requirement Description
Integration type A point-of-sale integration with Adyen.
API credentials You must have an API credential with an API key and the following roles:
  • Management API—Terminal settings read
  • Management API—Terminal settings read and write
  • For sensitive terminal settings: Management API—Terminal Advanced settings read and write

If you have a Terminal API integration with cloud-based communications, you can use the existing API key that you use for Terminal API requests.
Limitations Note the following:
  • See the list of terminal setting that are configurable using the Management API.
  • Requests to live Management API endpoints related to terminal settings are subject to rate limits.

Configurable terminal settings

You can define terminal settings by making API requests to the following endpoints on a company, merchant, store, or terminal level:

  • Terminal logos are under a dedicated /terminalLogos endpoint.
  • The other settings are under a /terminalSettings endpoint.

Most settings from the following table link to the company account level as an example, but are also available on the other levels.

Settings object Description
deviceName Custom name that is used to identify the terminal.
cardholderReceipt Customize the header of the shopper receipt.
connectivity simcardStatus: activate the SIM card in a specific payment terminal. This setting is only available at the terminal level.
gratuities Enable tipping from the terminal, and predefine tipping options.
hardware displayMaximumBacklight: set the brightness level of the terminal display.
offlineProcessing Set the chip floor limit and offline swipe limit for offline EMV payments.
opi For OPI integrations: enable Pay at Table and set the URL and store number for Pay at Table.
receiptOptions Add your logo to the receipt. Specify data to print on the receipt as a QR code.
receiptPrinting Determine whether the terminal should print a merchant receipt and/or a shopper receipt for certain transaction outcomes.
signature Skip asking for a signature, considering that all global card schemes (American Express, China UnionPay, Diners, Discover, JCB, MasterCard, and Visa) regard a signature as optional.
Or if you do not want to skip asking for a signature: determine whether you want the shopper to sign on the terminal display or on the receipt.
standalone Set up the standalone feature and the default currency for payment terminals.
storeAndForward Configure settings for store and forward offline payments.
surcharge Configure passing on scheme fees as a surcharge.
tapToPay Configure settings for Tap to Pay, for example the text shown on the screen of your mobile device. This setting is not available at the terminal level.
terminalInstructions Configure the behaviour of the payment terminal, for example when the configuration update happens.
timeouts Set the amount of time after which the terminal goes to sleep due to inactivity.
logos Upload a logo to use as the terminal standby screen.

Sensitive terminal settings

Some terminal settings are considered sensitive because they can affect the Terminal API communications. Sensitive terminal settings are under a /terminalSettings endpoint on a company, merchant, store, or terminal level.

To authenticate your requests to these, you need to have the following role:

  • Management API—Terminal Advanced settings read and write
Settings object Description
nexo For local Terminal API integrations: specify event and display notifications URLs, and provide the key to secure local communications.
passcodes Manage passcodes used to access payment terminal menus and features.
wifiProfiles Provide properties of the Wi-Fi network the terminal should connect to. The terminal will connect to this network after boarding.

If you need to define more settings, you have to go through the Customer Area.

Inheritance of settings

You can define terminal settings at different levels. From high to low:

  • Company account level
  • Merchant account level
  • Store level
  • Terminal level

The top level, above the company level, is the Adyen level. This is known as the PSP level. You cannot define settings at PSP level.

Settings at the company level apply to all terminals under the company. Settings at the merchant account level override settings inherited from the company level and apply to all terminals under the merchant account, and so on.

In other words: settings defined at a certain level propagate to all terminals at and under that level. But settings defined at a lower level replace values inherited from a higher level.

Get current settings

To view the terminal configuration at a specific level:

  1. Get the ID of the account, store, or terminal you want to configure terminal settings for. You need to specify that ID in the URL of later requests.

  2. To retrieve the terminal logo, make a GET request to the /terminalLogos endpoint for the account, store, or terminal. You can retrieve only one logo at a time. On the account or store level, you need to specify the terminal model as a query parameter. On the terminal level no model query parameter is needed because we can infer the model from the terminal ID in the URL.

    Use the following endpoints:

  3. When you receive the response, Base64-decode the data string to get the image file of the logo.

  4. To retrieve the other terminal settings (except the logo), make a GET request to the /terminalSettings endpoint for the account, store, or terminal.

    Use the following endpoints:

    The response returns the current configuration.

Update settings

Settings are parameters grouped in objects.

  • To change a parameter value, include the full object that contains the parameter, even if you do not want to change all parameters in the object.
  • To remove a parameter value at a certain level and restore the value inherited from the next higher level, include the full object that contains the parameter, and specify an empty value for the parameter or omit the parameter.
  • Objects that are not included in the request are not updated.

If you omit a parameter from an object, that setting is removed.

In the next sections we describe how to:

  1. Make sure that you know:

    • The level where you need to add or remove a logo to get the desired effect.
    • The current logo at that level. When removing a logo, you also need to know the logo that will be inherited from the next higher level.
    • The terminal model that you want to change the logo for.

  2. For a new logo, make sure the file matches the logo requirements for the terminal model, and convert the file to a Base64-encoded string.

    model Logo dimensions
    width x height
    File size Supports GIF
    BMP JPG JPEG PNG
    AMS1 480 x 800 Max. 1 MB GIF and PNG
    E280 320 x 444 Max. 512 KB -white_check_mark-
    E285 240 x 284 Max. 512 KB -white_check_mark-
    E285p 240 x 284 Max. 512 KB -white_check_mark-
    E355 320 x 150 Validation on WxH -white_check_mark-
    M400 854 x 432 Max. 512 KB -white_check_mark-
    MX925 800 x 443 Max. 500 KB -white_check_mark-
    P400Plus 320 x 450 Max. 512 KB -white_check_mark-
    S1E 720 x 1280 Max. 1 MB -white_check_mark-
    S1E2 720 x 1280 Max. 1 MB -white_check_mark-
    S1E2L 720 x 1280 Max. 1 MB -white_check_mark-
    S1EL 720 x 1280 Max. 1 MB -white_check_mark-
    S1F2 720 x 1280 Max. 1 MB -white_check_mark-
    S1F2L 720 x 1280 Max. 1 MB -white_check_mark-
    S1U 720 x 1280 Max. 1 MB -white_check_mark-
    V200cPlus - - -
    V240m 320 x 450 Max. 512 KB -white_check_mark-
    V240mPlus 320 x 450 Max. 512 KB -white_check_mark-
    V400cPlus 320 x 450 Max. 512 KB -white_check_mark-
    V400m 320 x 450 Max. 512 KB -white_check_mark-
    VX680 240 x 200 Validation on WxH -white_check_mark-
    VX690 240 x 200 Validation on WxH -white_check_mark-
    VX820 240 x 200 Validation on WxH -white_check_mark-
    UX300 128 x 42 Validation on WxH -white_check_mark-
    UX301 128 x 42 Validation on WxH -white_check_mark-
    UX410 128 x 42 Validation on WxH -white_check_mark-

    If the dimensions of the logo do not match the requirements:

    • BMP, JPG, JPEG, or PNG files are resized.
    • A GIF file is converted to a single-frame image.
  3. Make a PATCH request to the /terminalLogos endpoint for the account, store, or terminal. You can update only one logo at a time. On the account or store level, you need to specify the terminal model as a query parameter. On the terminal level no model query parameter is needed because we can infer the model from the terminal ID in the URL.

    Use the following endpoints:

    The request body must contain:

    • data: to upload a logo, specify the Base64-encoded string of the logo file. To remove a logo, specify an empty string.

    For example, to upload a new terminal logo for use in a store:

    The response returns the logo data at the level where you made the request.

    When you remove a terminal logo, the terminal inherits a logo from a higher level and the response returns that other logo. For example, let's assume you changed your mind and want to replace the store logo you just added with the logo defined at the merchant account level. You'd make a PATCH merchants/{merchantId}/stores/{storeId}/terminalLogos?model={model} request:

    The response returns the logo inherited from a higher level:

Update other settings

  1. Make sure that you know:

    • The level where you need to add or remove settings to get the desired effect.
    • The current settings at that level. When removing settings, you also need to know the settings that will be inherited from the next higher level.

  2. To update settings (except the terminal logo), make a PATCH request to the /terminalSettings endpoint for the account, store, or terminal.

    Use the following endpoints:

    In the request body, specify the full objects for the settings that you want to change.

    If you omit a parameter from an object, that setting is removed.

    Remote Wi-Fi profiles require many different parameters depending on the type or of network: Enterprise EAP-PEAP, Enterprise EAP-TLS, or Personal PSK. For details, see Set up Wi-Fi profiles using API calls.

    The next example shows a request that does two things:

    • You previously defined tipping settings for a store but now want to remove those and go back to the tipping settings from the merchant level.
    • You want to change the skipSignature setting for the store from true to false.

    The response returns the entire configuration at the level where you made the request.

When new settings take effect

The terminal downloads the configuration changes when it makes a maintenance call to our systems. This happens automatically every 180 minutes. The configuration changes then take effect when the terminal restarts. This happens automatically at the restart hour, which is usually set to 6:00 AM.

To switch to the new passcode immediately, update the configuration on your terminal manually:

The terminal downloads the updated configuration and then restarts.

If you ordered new terminals and want to update the settings at terminal level, you can configure the new terminals as soon as they are shipped. You receive an email when this happens, and you can check your Terminal order update webhooks. Or you can go to your Customer Area > Orders and returns and make sure that the order is

Shipped
or
Delivered
.

On new terminals, the settings take effect when the terminal is boarded.

See also