Connect Sertifi to Matrix (Admin Setup)

Overview

Matrix sends credit card authorization forms through Sertifi. Before anyone can send one, an admin connects the property to your Sertifi account. This is a one-time setup per property, and a portfolio with several hotels does it at each one.

You do the work in two places, in this order:

1. In Sertifi: get your API key, and turn on Real Time Updates so Sertifi tells Matrix what the guest did
2. In Matrix: paste the key and your portal address into the property, then test the connection

You need admin access to your Sertifi account for the first half, and property setup access in Matrix for the second.

To send a form once this is done, see CC Authorization Forms: Collect a Card Through Sertifi.

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Part 1: In Sertifi

Get to Sertifi the way you normally do

Open your Sertifi portal however your hotel normally reaches it. If you get to Sertifi for a Marriott property through Marriott's portal, use that same route. The steps below start once you are signed in.

Get the API key

1. Open your Sertifi portal in a browser
2. Click Administration. If a submenu opens, click Administration again inside it
3. Click Account Settings
4. The API key is at the top of the page

Keep it somewhere safe for Part 2. Treat it like a password.

Turn on Real Time Updates

Real Time Updates is how Sertifi tells Matrix that a guest opened, signed, or paid. Set it up at the same time as the key.

If you skip this, statuses lag. A request you send from Matrix stays at Sent no matter what the guest does. Matrix polls Sertifi every 15 minutes as a fallback, so nothing is lost, but the status on the opportunity is behind.

1. Open your Sertifi portal in a browser
2. Click Administration. If a submenu opens, click Administration again inside it
3. Click Account Settings
4. Click Real Time Updates
5. Click Web Service Push
6. In Target URL, enter https://whgw.m1intel.com/cc-auth/sertifi
7. In Web Service Security Token, enter the token M1 Intel gave you. Email support@m1intel.com if you do not have it
8. Make sure Use JSON Web Service Push is checked
9. For each event in the table below, tick Subscribe, then click Select Fields and tick the fields listed for that event

Every event needs FileId. That is how Matrix matches an update to the right request. An event without it is discarded.

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Part 2: In Matrix

1. Open the property you want to connect and go to its Integrations tab

2. Find Sertifi under the Credit Card Authorization heading

3. In API Key, paste the key you copied from Sertifi

4. In Portal URL, enter your own portal address, the one this hotel signs in to. The easiest way to get it right is to copy it from your browser's address bar while you are signed in to Sertifi. It follows the pattern https://www.sertifi.com/YourPortalName, where the last part is your portal's own name. A real one often reads as the hotel name and its property code run together, with no spaces

   Do not paste the example. YourPortalName is a placeholder and will fail the test. Another hotel's portal address connects this property to the wrong Sertifi account, so use the address for the property you are setting up.

5. Click Test Connection. Matrix checks the key against Sertifi and, if it passes, saves the credentials and activates the integration in one step. A green indicator confirms it

6. Repeat for each property that sends authorization forms

Matrix encrypts the credentials before storing them.

Once the test passes, the property can send forms. CC Authorization Forms: Collect a Card Through Sertifi walks through sending one, with a screenshot of each stage from the send to the card being authorized.

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If the Test Fails

The message tells you why.

Fix the field it names and click Test Connection again.

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FAQ

Does each property need its own Sertifi account? Each property connects its own Sertifi credentials. A portfolio sets this up at every hotel that sends authorization forms.

A form I sent is still showing as Sent. Why? Most often, Real Time Updates is not configured in Sertifi. See Part 1. Matrix polls Sertifi every 15 minutes regardless, so the status catches up on its own, it just lags.

Do card details pass through Matrix? No. The guest completes and signs the form on Sertifi's secure page. See CC Authorization Forms: Collect a Card Through Sertifi.

Questions? Email support@m1intel.com