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.


  • ConfTool will take approximately 2 weeks to set up the online registration.
  • Cvent will take between 2-3 weeks to set up the online registration.
  • If neither ConfTool nor Cvent is able to meet your requirements, email feedback.purchasing [at] (Procurement Services).


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

The Merchant Policy

PDF icon The Merchant Manual

PCI Data Security (external site)

Protecting against fraud (external site)

PDF icon The 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 icon How to self‐enrol into the PCI Compliance Training 2016 online course [.pdf]

 Sales Tax Assessment Matrix on Domestic Conventions (Conferences, Workshops, Etc)