Pliant Virtual Card Creation
Creating Pliant virtual cards for supplier settlement.
Midoco´s Pliant Interface enables you to create virtual credit cards for your agency using a dedicated CRM profile in Midoco. Your Pliant organisation is linked to your Midoco Org.Unit and all your agencies Pliant accounts can be added to this CRM profile.
Pliant and Midoco encourage you to make use of Pliant Travel Cards because they have advantages both for you and the merchant (as they do not require a CVV to be entered by the Merchant and they also got the MCC dedication), however, if not yet enabled with Pliant you can also create Single-Use cards.
Midoco Mode
Midoco Mode
Mode 1: Mode based on billing documents without accounting functionality
Mode 2: Invoice-based mode with accounting functionality
Mode 3: Mode based on billing documents with accounting functionality
Scope of this directive
Order, CRM
Description
Activation
Phase 1
Pliant must enable your organisation for use within Midoco. Please contact your Pliant account manager with your request to use the Midoco–Pliant integration for generating virtual cards.
Pliant will then contact Midoco (Helpdesk) and provide the necessary data for enabling the interface in Midoco.
Phase 2 (not yet available)
On the website https://www.getpliant.com/en/integrations/ select the “Midoco” integration and follow the steps provided there.
This will trigger the activation process via Pliant to Midoco.
Setup
Once the activation has been completed, you will see the tab “Virtual Credit Cards” in all CRM profiles:
Using the '+' tab, you can now create accounts within your Pliant organisation.
First, select “PLIANT” as the issuer:
You can then choose from the accounts that are active in your Pliant organisation.
Midoco will automatically retrieve the corresponding account number after your selection.
Finally, you may adjust the account name (this is used in Midoco as the tab name in the CRM and in further selection fields) so that it is meaningful for you:
This name adjustment—if desired—has no effect on the account name in your Pliant organisation and is not transferred back there.
In the CRM, after confirming the above dialogue with 'OK', you will see the linked Pliant account. You are now ready to create your first virtual Pliant credit card.
Creating a Virtual Credit Card from the CRM
You can generate a new virtual Pliant credit card by using the 'New' button in the Virtual Credit Cards tab.
This opens the dialogue for entering the details for this card:
By default, Pliant and Midoco offer so-called Travel Cards when creating a new card.
Please select the required Travel Card subtype, which determines your preferred interchange setting for this card. The option set as default in your Pliant account will already be preselected.
Midoco also pre-fills the following fields:
Limit currency → This is the currency set for this account in Pliant and cannot be changed. If you wish to issue a card in a different currency, please close the dialogue, select an account configured in the desired currency, and start the card creation process again.
Time zone → This is the time zone in which the card validity should apply. Midoco will suggest the time zone of your Midoco unit, but you can also select a different one.
- (1) Card User First Name/Last Name used to fill the cardholder name on the virtual card
- (2) Label to provide the card label (can e.g. be the hotel name or such)
Additional data values → If one of the custom fields in your Pliant organisation (under Settings → Accounting settings → Custom fields) has a default value, this will be displayed in Midoco.
At the bottom, you will find your custom fields (additional data fields). Only the fields currently active for your organisation will be shown here.
If you entered a short description for your custom fields in Pliant, this will be displayed as the additional data name. If no optional description exists, the field name defined in Pliant will be displayed.
Custom fields that have been defined as mandatory will appear in Midoco with the usual yellow background.
After all fields are completed or selections made, you can create the card by clicking OK:
and will be presented with the masked card number (unless your Midoco user has got the password level that enables you exposing the card number):
Every card created will be shown in the Virtual Credit Cards tab in the CRM profile:
From here you can also modify the card information prior to the card being settled using the 'edit' button at the end of the table.
Pliant allows editing specific information only. You will not be able to change the Travel Card Sub-Type for instance.
Creating a Virtual Credit Card from an Existing Booking
By right-clicking on a service, you can also generate a virtual card number from an existing booking to pay for a specific service.
It is also possible to set a generated virtual card number as the booking payment method (with the consent of your customer).
The prerequisite for this method is that you have stored a Pliant account number in the customer’s CRM profile or in your travel agency’s company entry.
In a booking, you can use the context menu option 'Create Virtual Credit Card' to open the same functionality for card creation:
Next, choose to create a card from your agencies CRM Profile by either entering the CRM ID directly or searching for the CRM profile using the magnifier button.
Should you have multiple virtual credit card interfaces in place in your Midoco environment it is vital to first select the appropriate radio button.
You will then be shown the same data entry dialogue for card generation as when creating from the CRM. This time Midoco does some presets already based on the values found in the item like the limit amount, valid from/to dates.
Once the card has been generated you can proceed as described when creating cards from CRM. As the Pliant Interface in your Midoco unit links directly to your agencies Pliant Organisation it is not a good idea to copy the created card to the orders form of payment (else you would be paying yourself using your own card). The dialogue is also used for the Airplus interface where there is no such direct linking of Organisations.
Of course, you can also view the plain-text card details here for the purpose of copying them into your respective booking tool.
For a virtual card generated from an order, you also have the option in the CRM to navigate directly to the booking linked to this card: