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Merchant Tool Kit

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Hosting a conference/seminar/event at McGill

Do you need to set-up online registration? Are you ready to collect fees/accept credit card payments?

ConfTool and Cvent are the McGill contracted suppliers for web registration for conferencing.

If you wish to accept web registrations, with or without an online payment option for your event, follow the steps below:

  1. Contact or requesting an online demonstration of their product.
    Note: ConfTool offers online paper submissions.
  2. Once you have determined whether ConfTool or Cvent can fulfill your needs, place an order in the McGill MarketPlace for the amount quoted to you by the supplier. This will generate the creation of a purchase order which will be sent to them.

Note: IfÌýConfTool or CventÌýare notÌýable to meet your requirements, contactÌý.

Important:

  • The collection of credit card information/cardholder data via web-based forms is not authorized
  • The transmission of credit card information/cardholder data via e-mail is not authorized

Any unit setting up an operation to receive payments (for goods or services rendered or to receive donations) must be given an approved University MERCHANT account.

Financial Services is the only administrative body entitled to create merchants be it for internet, point of sale, and/or interactive voice response merchants.

For support on MerchantÌýaccounts, debit/credit card transactions for Merchants,Ìýsubmit a ticket via the

For more information, consult the resources in the Merchant Tool KitÌýbelow:

The Merchant Policy

PDF icon The Merchant Manual

(external site)

(external site)

ÌýPDF icon Merchant Questionnaire[.pdf]

Please digitally signÌýand send the completed questionnaire via theÌýÌý

File PCI Access and Devices worksheetÌý[.xlsx]

ÌýPDF icon Sales Tax Assessment Matrix on Domestic Conventions

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