How can I correctly link my CIM account to my jotform?

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    Asked on November 17, 2016 at 03:29 PM


    I have created a jotform that links to my account. However it is not working properly. I am trying to have it so that when you fill out the jotform the customer info and cc info is saved into the customer information management tool on However, when you fill out the jotform the info is not being saved into the Authorize CIM. INstead it is properly checking the card (authorizing it) and then i dont know what it is doing with the cc info. How do I fix this?

    Here is the form:


    Thank you.

    Michael Wallach


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    Answered on November 17, 2016 at 05:19 PM

    As far as I know there is not currently a way to use the integration to get the payment info only and send it to the CIM tool, so far you can only use the payment integration to charge your customers only, what you can do is to enable the authorize payment only option so your customers do not get charged immediately, you can review the info in your account then and view the payment info as well as complete the payment if necessary, but this will appear in the "Unsettled Transactions" section and the record will not be stored in the CIM tool. 

    Here is the guide that will help you enabling the payment authorization on your account: How-to-Enable-Payment-Authorization

    We could also forward this thread to our second level as a feature request, but do note that this may take some time to be available; however, we would let you know if this / when this is implemented, just let us know and we will be glad to proceed.