Optimal Payments Extension - Demac Media
Transcription
Optimal Payments Extension - Demac Media
Optimal Payments Extension Supporting Documentation for the Extension Package 20140225 – v1.1 Revision History v1.1 • Updated Demac Media branding v1.0 • Initial Document for Distribution [email protected] Page 2 of 12 Table of Contents Revision History ............................................................................................... 2 Overview ........................................................................................................... 4 Installation ....................................................................................................... 5 NETBANX Configuration.................................................................................. 6 ThreatMetrix Configuration ........................................................................... 9 Troubleshooting FAQ ..................................................................................... 10 Support Packages .......................................................................................... 11 [email protected] Page 3 of 12 Overview The Optimal Payments Magento extension allows ecommerce businesses to securely accept and process online payments using Optimal’s NETBANX payment gateway and services. The integration is easy to implement and provides the ultimate in payment processing capabilities, fraud management, and reporting. The Optimal Payments extension uses Silent Post integration to the merchant’s website. During checkout, payment information is entered on the merchant website and then transmitted securely via Silent Post for processing to the NETBANX payment gateway. The customer remains on the merchant’s website at all times allowing the merchant to manage the customer experience. When the customer clicks on the Pay button, payment data is transmitted directly to NETBANX using a PCI-compliant process without accessing any merchant servers. This integration significantly reduces PCI compliance requirements and liability as all of the credit card information is processed in Optimal Payments Level 1 PCI compliant environment and servers leaving no sensitive customer payment information stored locally on merchant servers. Through the Optimal integration merchants also have the option to enable ThreatMetrix fraud detection and management services. ThreatMetrix works by collecting relevant data about the customer and the order, and validating this information during the checkout. Fully integrated into the NETBANX payment gateway, enabling the ThreatMetrix option will allow merchants to automatically hold and flag suspicious orders, drastically reducing any fraud occurrences. Depending on the Score returned by ThreatMetrix an order can be held and flagged or altogether denied during the checkout. And added benefit for merchants is that this functionality to hold and release orders as well as issuing credits, refunds or cancelling orders can all be managed directly through the Magento. [email protected] Page 4 of 12 Installation The Demac Media AffiliateTraction Extension Suite is available now on Magento Connect as well as the Demac Media Product Page. For the latest version compatibility, please see the Magento Connect listing at: http://www.magentocommerce.com/magento-connect/official-optimal-paymentsnetbanx-hosted-payment-extension.html All individual modules will be bundled into the main install with the option to enable or disable as required. The install of this extension (via FTP) is the same as the majority of modules that are available on Magento Connect. For the particular package Optimal.1.5.zip you will need to: • Extract the files inside the 0.1.5/ directory in your Magento root. This can be done with an FTP program such as FileZilla. • Flush your Magento cache under System > Cache Management > Flush Cache Magento Cache. • Re-login to the Magento administrative backend. If you have any further questions in regards to the initial instillation, please contact [email protected] and a member of our support team will assist you. [email protected] Page 5 of 12 NETBANX Configuration The following is a screen capture of the main configuration screen. Note the configuration options are very similar to the native payment gateways that are offered in Magento to ease in the configuration process. Note standard restrictions of payment methods only at the WEBSITE scope. [email protected] Page 6 of 12 The configuration parameters, applicable scope configuration and a description of each are as follows: • Enabled o Yes/No o Default or Website or Store View o You are able to enable/disable the payment gateway at the specific scope • • • Mode o Development/Production o Default or Website or Store View Transaction Type o Authorize Only/ Authorize and Capture o Default or Website or Store View Api Login Id o • Transaction Key o • • Title that will displayed to the customer to the frontend New Order Status o • NETBANX API password Title o • NETBANX API username Order status for newly created orders Debug o Yes/No o Enable or disable Debug mode Email Customer o Yes/No o Should the customer receive the transaction emails from the payment gateway • Merchants Email [email protected] Page 7 of 12 o • • • Credit Card Types o Accepted Credit Card Types o Multi-select of various options Skip 3D Secure Verification o Yes/No o Enable 3D Secure Verification Payment from Applicable Countries o • Maximum Order total that will be accepted with the payment method Minimum Order Total o • List of specific countries that can use the payment method Maximum Order Total o • All Allowed Countries/Specific Countries Payment from Specific Countries o • Merchant email to be included in the request to the payment gateway Minimum Order total that will be accepted with the payment method Sort Order o Sort order on the checkout if other payment methods are available [email protected] Page 8 of 12 ThreatMetrix Configuration ThreatMetrix is extremely easy to setup the only information required is the Organization Id which can be obtained directly from the Optimal Payments support team at [email protected] or your account manager. Please note that ThreatMetrix is a third party service provided by Optimal Payments and will include extra fees outside of your standard transaction fees. This information will be entered in the Magento admin as follows: [email protected] Page 9 of 12 Troubleshooting FAQ Q: I want to be able to accept and charge both CAD and USD, how do I do this? A: As with all Magento payment modules, the gateway is only configurable at the WEBSITE scope. If you want to collect and charge in specific currencies, there will need to be a WEBSITE store scope for each. Q: ThreatMetrix is not sending any information to Optimal Payments. A: This might happen if the ThreatMetrix tracking code is not being included properly, the most common reason for this issue is that the store template does not properly extend the default theme or that you have a third party checkout extension. To solve this issues please contact [email protected] to look into our support options. Q: I do not have an API Key. A: Please contact [email protected] and request an API key for your silent post integration. You will need to specify your merchant account number, your merchant name, and you must be an authorized contact on the account. Q: Where can I see my transactions in Optimal Payments? A: You can access the Optimal Payments back end at https://login.netbanx.com, please use the username and password that was provided with your merchant account information. Should you require another username or password, please contact our Merchant Services at [email protected] or call 1.866.709.8753. [email protected] Page 10 of 12 Support Packages Optimal Payments provides support our module free of charge and includes basic module troubleshooting. We will also assist in the configuration of the module and specific features such as ThreatMetrix. All questions surrounding error messages, payments, and various other transactional information is included as well. Our support team can be reached at [email protected] Should you require more extensive integration support we recommend that you contact our Magento integration partner Demac Media at [email protected]. They offer comprehensive support packages. [email protected] Page 11 of 12 [email protected] Page 12 of 12