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Merchant Tool Kit

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 ConfTool or Cvent 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: If ConfTool or Cvent are not able to meet your requirements, contact Procurement Services.


  • 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 Merchant accounts, debit/credit card transactions for Merchants, email banking [at] (Banking Services).

For more information, consult the resources in the Merchant Tool Kit below:

The Merchant Policy

PDF iconThe Merchant Manual

PCI Data Security (external site)

Protecting against fraud (external site)

PDF iconThe Merchant Questionnaire [.pdf]
PRINT, SIGN, SCAN AND SEND the completed questionnaire via banking [at] (email to Banking Services) with a CC to peter.guertin [at] (Please also cc the Fund Financial Manager of the fund indicated in section V. of the form).

 PDF iconSales Tax Assessment Matrix on Domestic Conventions


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