Migration Guide for Amazon Simple Pay
Transcription
Migration Guide for Amazon Simple Pay
Migration Guide for Amazon Simple Pay (ASP) Migrating to Login and Pay with Amazon Amazon Payments Migration Guide for Amazon Simple Pay (ASP) Last updated: 6 May, 2015 Copyright © 2015 Amazon.com, Inc., or its affiliates. AMAZON, AMAZON PAYMENTS, and AMAZON.COM are registered trademarks of Amazon.com, Inc. or its affiliates. All other trademarks are the property of their respective owners. Migration Guide for Amazon Simple Pay 1 Amazon Payments Contents Introduction .................................................................................................................................................. 3 Getting Started.............................................................................................................................................. 4 Register with Login and Pay with Amazon ................................................................................................ 4 Complete the 1099-K Tax Interview ......................................................................................................... 4 Set Up Your Bank Account Information .................................................................................................... 5 Locate Your Access Credentials ................................................................................................................ 5 Planning Your Integration ............................................................................................................................. 7 ASP Standard Button................................................................................................................................. 7 ASP Donation ............................................................................................................................................ 7 ASP Subscription Button ........................................................................................................................... 8 ASP Marketplace ....................................................................................................................................... 8 Important Login and Pay with Amazon Concepts ......................................................................................... 8 Getting Notifications for Your Payments .................................................................................................. 9 Important Developer Resources ............................................................................................................... 9 Account Management ................................................................................................................................ 10 Viewing and Managing Transactions ...................................................................................................... 10 Getting Paid............................................................................................................................................. 10 Reports .................................................................................................................................................... 10 Settlement Report............................................................................................................................... 10 Transaction Reports ............................................................................................................................ 11 Dispute Management ............................................................................................................................. 11 A-to-z Guarantee Claims ..................................................................................................................... 11 Chargebacks ........................................................................................................................................ 12 Enabling User Permissions on Your Account .......................................................................................... 12 Important Migration Consideration: Active Recurring Payments .............................................................. 12 Using a Solution Provider to Manage Your Subscriptions ...................................................................... 12 Managing Your Subscriptions Yourself ................................................................................................... 12 Solution Provider or Marketplace Business Integrations ........................................................................... 12 Create a Custom Registration Pipeline for Your Sellers .......................................................................... 13 Enable Marketplace Payments ............................................................................................................... 13 Things You Should Know ............................................................................................................................. 13 Migration Guide for Amazon Simple Pay 2 Amazon Payments Introduction This guide is for sellers and marketplace businesses that currently use Amazon Simple Pay (ASP), and want to integrate with Login and Pay with Amazon. The following table, organized by type of ASP integration, will help you decide which Login and Pay with Amazon integration method to use. Note: If you are using a third-party solution provider or marketplace, they will need to upgrade their implementation. Reach out to them for more details. Express Integration (simple HTML/JavaScript integration) ASP Standard Button ASP Donation Custom Integration (API integration) ASP Subscription Button ASP Marketplace The custom integration to Login and Pay with Amazon is described in detail in the Migration Guide for Amazon Flexible Payments Service (FPS). Note: ASP and Login and Pay with Amazon have a number of things in common, but these services are not identical or interoperable. When planning your migration to Login and Pay with Amazon, you should approach the project as an entirely new integration. In this guide, we provide the following information: 1. Getting Started—Instructions for registering for a Login and Pay with Amazon account. 2. Planning Your Integration—Details about integrating with Login and Pay with Amazon, organized by which type of ASP integration you currently use. 3. Supplementary technical information that will answer the questions you may have about migrating to Login and Pay with Amazon: • Important Login and Pay with Amazon Concepts • Account Management • Solution Provider or Marketplace Business Integrations Migration Guide for Amazon Simple Pay 3 Amazon Payments Getting Started Before you can enable Login and Pay with Amazon, you need to register for the service. This is required whether you are a seller, a solution provider, or a marketplace business, and even if you already have an account with Amazon Payments. To begin the process of integrating with Login and Pay with Amazon, complete the following tasks: 1. 2. 3. 4. Register with Login and Pay with Amazon Complete the 1099-K Tax Interview Set Up Your Bank Account Information Locate Your Access Credentials Register with Login and Pay with Amazon When you register with Login and Pay with Amazon, you create a seller account that has access to both our sandbox and production environments. To register with Login and Pay with Amazon: 1. Go to https://payments.amazon.com/signup to start the registration process for Login and Pay with Amazon. 2. Follow the instructions to register your account. Important: When asked to enter your email and password, we strongly recommend that you use the same email and password that you currently use for your ASP account. 3. To complete your registration you will need to: • Supply your seller information including your display name, contact information, and information about your business. • Set up your credit card information. • Verify your identity. If you do not have all of the necessary information for this task, you can skip a step. The next time you sign in you will be taken to the appropriate page so you can finish entering your account information. Important: If you registered as a non-profit organization with ASP, select any value for “Type of Ownership” and “Business Category” during registration. If you use the same email address and password combination that you used for your ASP account, we will automatically update your Business Category to “Philanthropy” with Login and Pay with Amazon. Complete the 1099-K Tax Interview After you have created your account, the next step is to provide your tax identification information. This information is required before you can start processing payments with Login and Pay with Amazon. There are two ways to provide your tax information: Option 1: If you have just set up your account and are still logged in to Seller Central, an alert will appear at the top of the window in Seller Central. Click the link in the Alert box to start the tax interview process. Migration Guide for Amazon Simple Pay 4 Amazon Payments Option 2: Log in to your account on the Seller Central website at http://sellercentral.amazon.com, using the email address and password that you used to create your Login and Pay with Amazon account. Then: 1. In the upper right corner of the page, click Settings, and then click Account Info. The Seller Account Information page appears. 2. Scroll down to the Legal Entity section. 3. Click Launch interview wizard and follow the steps to complete the interview. For more information about tax reporting requirements, see IRS Reporting Regulations on Third-Party Payment Transactions. You can also learn more at the IRS website. Set Up Your Bank Account Information To receive disbursements you need to provide your bank account information. To enter your bank account information: 1. Log in to your account on the Seller Central website at http://sellercentral.amazon.com, using the email address and password that you used to create your Login and Pay with Amazon account. 2. Click Settings, and then click Account Info. The Seller Account Information page appears. 3. Scroll down to the Deposit Method section, and click Add. 4. Fill out the Account Information form and then click Submit. Note: You should verify that your first disbursement was successfully deposited to your bank account. Failed disbursements usually happen because bank account information was not entered correctly. In that case, you can correct your bank account information in Seller Central. Locate Your Access Credentials Access credentials consist of your Seller ID, your MWS Access Key and Secret Access Key, and your Login with Amazon Client ID and Client Secret. You will need these credentials for your integration with Login and Pay with Amazon. How your access credentials are used depends on your integration. • • Seller ID—this identifies the seller of record for a given transaction. The seller is the party responsible for fulfilling the order, providing customer service, and reconciling disputes. Amazon Payments uses this information to disburse funds to the right account. If you are using a solution provider, they might ask you to share this information. MWS Access Key and Secret Access Key—this identifies the developer who is accessing the Amazon Payments web service to retrieve customer or transaction information, or to process a payment. If you are integrating directly with Amazon Payments or using a locally hosted plugin, you need these keys to access Amazon Payments’ web service. If you are using a hosted solution provider or marketplace, they will use their own credentials to access the service, but they will need your authorization to process transactions on your behalf. Contact your solution provider or marketplace for more details. Migration Guide for Amazon Simple Pay 5 Amazon Payments • Login with Amazon Client ID and Client Secret—this identifies the client (website) that is rendering the Login with Amazon button and accessing customer profile information. These credentials are used to validate transactions when a request is made. To locate your access credentials: 1. Log in to your account on the Seller Central website at http://sellercentral.amazon.com, using the email address and password that you used to create your Login and Pay with Amazon account. 2. Select Amazon Payments Advanced from the dropdown list at the top of the page. 3. To view your Seller ID, click Settings and then click Integration Settings. Your Seller ID is the same as the Merchant ID displayed on the page. 4. To get your MWS Access Key and Secret Access Key, click Integration at the top of the window, and then click MWS Access Key. 5. To get your Client ID and Client Secret, select Login with Amazon from the dropdown list at the top of the page, then from the Application screen, click Web Settings. Note: If you do not see the Application screen, you will need to register your website as an application first. To register your site as an application, click Register new application. Migration Guide for Amazon Simple Pay 6 Amazon Payments Planning Your Integration When planning your migration to Login and Pay with Amazon, you should approach the project as an entirely new integration. Amazon ASP and Login and Pay with Amazon have a lot in common, but these services are not identical or interoperable. You have three integration options with Login and Pay with Amazon: • • • Express Integration—A simple HTML and JavaScript based solution that is similar to what ASP offered, and is described in detail in this guide. Login and Pay with Amazon Custom API Integration—An advanced integration using APIs and widgets, which provides greater flexibility and supports advanced use cases like automatic payments, marketplaces and others. See the Migration Guide for Amazon Flexible Payments Service (FPS) if you want more details on the API integration method. Marketplace and Solution Provider Integration—If you are using a marketplace, plugin, or solution provider, your service provider will have to update their integration. Please contact them to enquire about what you need to do in order to enable Login and Pay with Amazon on your site. ASP Standard Button The ASP standard button was used in order to accept a single payment for a purchase from your customers. You can easily set up a similar button using Login and Pay with Amazon, by following the instructions in the Express Integration Guide. ASP Donation The ASP donation button was used to collect donations from your customers. Note: At this time, Login and Pay with Amazon allows charitable donations only for non-profits who were using FPS or ASP to collect donations. If you do not meet this criteria, you cannot use Login and Pay with Amazon to collect donations at this time. If you do meet this criteria, be sure to register with Login and Pay with Amazon using the same email address and password that you used for your FPS or ASP account. When using Login and Pay with Amazon, you can collect donations by using our donations widget: Migration Guide for Amazon Simple Pay 7 Amazon Payments Using the button generator to generate the donations widget is the easiest solution. When you use the button generator, the code you need is automatically generated, and signing your requests is handled automatically. Please see the “Button Generator Integration” section in the Express Integration Guide to learn more. Note: If you had a non-profit account with FPS or ASP, and you registered with Login and Pay with Amazon using the same email address and password that you used for your FPS or ASP account, you will see the option to create the donations widget code in Seller Central. This option will not be available if you do not meet this criteria. ASP Subscription Button The ASP subscription button allowed you to set up automated payments for subscriptions and other fixed-amount recurring payments. With this button, you could specify the amount and frequency of the charge, and Amazon Payments used this information to automatically charge your customer. With Login and Pay with Amazon, you can enable recurring payments in two ways: 1. Using a custom API integration—If you have an in-house or third-party billing system or subscription platform that can compute charges and submit them to Amazon Payments, you can use our Automatic Payments feature. Please refer to the Login and Pay with Amazon Automatic Payments Integration Guide, the Amazon MWS Off-Amazon Payments API Reference, and the Amazon MWS Developer guide for more details. Please see the Important Migration Considerations section in this guide for more information on managing subscriptions for your existing customers. 2. Using a third-party solution provider—If you do not have a billing system or subscription platform, there are Solution Proivders that provide subscription management services, including ChargeBee, FoxyCart, and Recurly. Solution Providers may provide a subscription solution with greater flexibility and more advanced features than ASP. For additional details, and for links to some Solution Provider websites, see Migrating ASP and FPS Subscriptions to Login and Pay with Amazon. Note that Solution Providers are third parties unaffiliated with Amazon and if you choose to use one you will be contracting directly with the Solution Provider for the services offered. ASP Marketplace The ASP marketplace button enabled marketplaces, solution providers, and developers to collect a share of each transaction they process for a seller. Login and Pay with Amazon Express Integration currently does not support the marketplace model. However, you can use our custom API based integration to enable the marketplace model. See the Solution Provider or Marketplace Business Integrations section in this guide for additional details. Important Login and Pay with Amazon Concepts This section describes Login and Pay with Amazon features and concepts. Migration Guide for Amazon Simple Pay 8 Amazon Payments Getting Notifications for Your Payments There are three ways in which you can be notified about completion of your payment: 1. After your customers complete a payment from the Amazon-hosted page, Amazon Payments redirects them to the page specified as the return URL when you created the button. The redirection POST data provide status on the transaction. 2. You can log-in to your Seller Central account, click Orders, and then click Manage Transactions. (TIP: Verify that ‘Amazon Payments Advanced (Production View)’ is selected in the drop down list near the top of the page; if your Production account is not chosen, you will not be able to see the Manage Transactions page.) 3. You can configure an Instant Payment Notification (IPN) URL. After Amazon processes a payment request, you receive a notification called an Instant Payment Notification (IPN), which tells you the final status of the request. For more information, see Synchronizing your systems with Amazon Payments in the Login and Pay with Amazon Integration Guide. For a list of ASP IPNs, see the Amazon Flexible Payments Service API Reference. Important Developer Resources The following developer resources are available: 1. Integration Guides: • We recommend an Express Integration for sellers who were using Amazon Simple Pay. Express Integration provides a simple HTML- and JavaScript-based integration. See the Express Integration Guide for more information. • If you prefer to create a more custom integration, you can use the API-based integration approach. The following documents provide detailed instructions for our API-based integrations: Login and Pay with Amazon Integration Guide (single purchase) Login and Pay with Amazon Automatic Payments Integration Guide Amazon MWS Off-Amazon Payments API Reference Amazon MWS Developer Guide, specifically, the sections about: o Using the Amazon MWS client libraries o Required request parameters o Throttling: limits to how often you can submit requests Client Libraries 2. Amazon Payments Support Forum 3. Amazon ASP Resource Center Migration Guide for Amazon Simple Pay 9 Amazon Payments Account Management Login and Pay with Amazon uses Amazon Seller Central for account management functions like reviewing your payment transactions, downloading reports, managing disputes, and so on. This section provides a summary of important account management functions you can perform using Seller Central. Viewing and Managing Transactions You can view and manage your payment transactions on the Manage Transactions page under the Orders section of Seller Central. The Manage Transactions page displays a list of all orders for which payment is approved by buyers on your website. You can view payment details such as the date, the buyer’s name and email, and the amount paid. You can manage payment transactions such as charging the customer, issuing refunds, and canceling a payment. You can also use this page to contact buyers. For more information, see the Manage Transactions Help page in Seller Central. Getting Paid With Login and Pay with Amazon, you no longer need to manually transfer funds from your Amazon Payments account to your bank account. When you provide bank account information in Seller Central, your funds are automatically disbursed to your bank account on the next scheduled settlement date. For more information, see Getting Paid on the Amazon Payments website. Note: When sellers first sign up with Amazon Payments they are subject to an initial 14 day disbursement observation period, during which we do not disburse funds. Subsequently, funds are distributed as per our disbursement policy. To ensure that this process does not disrupt your business, you should initiate your first transaction as early in your development process as possible. You should be aware that Amazon Payments withholds a minimum balance in your account to secure payment obligations that might arise after delivery, such as refunds or A-to-z Guarantee claims. We call this minimum balance a Reserve. For more information, see What is a Reserve? on the Amazon Payments website. Reports To help support your accounting, finance, and other business processes, Login and Pay with Amazon provides two types of reports: the Settlement Report and Transaction Reports. Note that to access reports, you must be in Production view, not Sandbox view. You can select these views from the drop down men displayed near the top of the Seller Central home page. The Settlement and Transaction Reports are available in comma separated flat file format. Note: These reports can also be requested programmatically by using the Amazon MWS APIs. For more information about using programmatic access, see Programmatic Access to Amazon Payments Reports. Settlement Report The settlement report provides a detailed breakdown of your seller account activity and the funds disbursed to you for a given settlement period. Settlement reports are generated with each settlement. Generally, Amazon Payments first settles your account 14 days after your first order; after that, settlement takes place on a daily basis if you meet the settlement criteria. A settlement report for a Migration Guide for Amazon Simple Pay 10 Amazon Payments particular day includes your account activity from the previous settlement period. You can use this report to support your reconciliation processes. For more information about settlement reports, download Settlement Reports: Amazon Payments Advanced. To get your settlement report: 1. Log in to your account on the Seller Central website at http://sellercentral.amazon.com, using the email address and password that you used to create your Login and Pay with Amazon account. 2. Under Reports, click Payments, and then click All Statements. 3. Download the desired report by clicking the Request Report button, and following instructions. Transaction Reports Transaction reports provide a list of all of the orders that you create, and the transactions requested by you within a reporting period (for example, Authorization, Capture, and Refund). These reports also contain the orders and transactions that changed status within the reporting period. Amazon provides four reports that correspond to each payment object: • • • • Order Reference Authorization Capture Data Refund Data These reports are generated each day following the reporting period, if at least one payment object was created or modified in the reporting period. A transaction report for a particular day will include activity from the previous day. To get your transaction reports: 1. Log in to your account on the Seller Central website at http://sellercentral.amazon.com, using the email address and password that you used to create your Login and Pay with Amazon account. 2. Under Reports, click Payments Advanced Transactions. 3. Download the desired report. Dispute Management There are two types of customer disputes that you can manage with Login and Pay with Amazon: A-to-z Guarantee Claims and Chargebacks. A-to-z Guarantee Claims A-to-z Guarantee Claims are filed by customers on Amazon.com. Amazon investigators review A-to-z Guarantee Claims, request more information from you as appropriate, and make a final decision. For more information, see Resolving Disputes on the Amazon Payments website. To review and manage your A-to-z Guarantee Claims on Seller Central, go to Performance and then select A-to-z Guarantee Claims. Migration Guide for Amazon Simple Pay 11 Amazon Payments Chargebacks Chargebacks happen when a customer files a dispute with the issuing bank of their payment method. In this case, the bank makes the final decision on the dispute. Amazon Payments will protect you from chargebacks that comply with the Payments Protection Policy described in the Amazon Payments User Agreement. To learn more about the chargeback process, see Handling Customer Disputes. To review and manage your chargebacks on Seller Central, go to Performance and then select Chargeback Claims. Enabling User Permissions on Your Account When you first set up your seller account on Amazon Payments, you are the only person who can access your account. If you want others who are involved in the management of your business to have access to your seller account, you can use the Amazon Seller Central invitation process to add users to your seller account. For more information about adding users to your account, see the Set User Permissions Help topic on the Amazon.com website. Important Migration Consideration: Active Recurring Payments If you are using the ASP Subscription button for recurring payments, and you want to migrate to Login and Pay with Amazon, you will need to choose a method for managing your subscriptions. Using a Solution Provider to Manage Your Subscriptions If you do not have a subscription management solution of your own, there are Solution Providers that provide subscription management services, including ChargeBee, FoxyCart, and Recurly. As a part of our subscription migration assistance, with your authorization we can initiate a secure transfer of your subscription account data directly from Amazon to ChargeBee, FoxyCart, or Recurly with no action needed on the part of your customers. See Migrating ASP and FPS Subscriptions to Login and Pay with Amazon for more details. Note that Solution Providers are third parties unaffiliated with Amazon and if you choose to use one you will be contracting directly with the Solution Provider for the services offered. Any information provided to a Solution Provider will be subject to the applicable Solution Provider’s Terms of Use and/or related policies. Managing Your Subscriptions Yourself If you already have a subscription management system and if you prefer to do a custom integration, see the instructions in Migrating ASP and FPS Subscriptions to Login and Pay with Amazon. Solution Provider or Marketplace Business Integrations Note: This section is relevant only for solution providers and marketplace businesses. As a solution provider or marketplace business, when you migrate to Login and Pay with Amazon, you also need to Migration Guide for Amazon Simple Pay 12 Amazon Payments create a custom registration pipeline for your sellers, and to enable marketplace payments for your account. Create a Custom Registration Pipeline for Your Sellers If you are a solution provider, you need to register as a seller on the Amazon Payments platform. In addition, to use your solution, each of your sellers must register and create an account with Amazon Payments. Each seller account must be associated with your solution. Depending on your solution’s requirements, the seller might need to grant you access to their account, or provide you with additional information. Note for solution providers: To take full advantage of the features available to solution providers for Pay with Amazon, after you complete registration, you should sign in to Seller Central and contact Pay with Amazon through the Amazon Payments Advanced Contact Us form. Our Developer Support team will ensure your account is identified as a solution provider account. Important Note about Sellers: Your sellers’ existing ASP accounts are not interoperable with Login and Pay with Amazon. They must register with Amazon Payments. We strongly advise that you inform your sellers to use the same email address as they used for ASP during registration. To simplify the seller registration process, and automate much of the work, Amazon provides you with a Register Sellers tool that you can use to customize the seller registration process. The Register Sellers tool consists of a series of steps that you complete and then, once completed, the tool generates a URL that you can use to direct your sellers into your registration process. After your sellers have completed registration, they should also complete the account setup steps (such as completing 1099 K tax interview, setting up bank account information, and so on) at Seller Central. If you need assistance with implementing your registration pipeline, sign in to Seller Central and contact Pay with Amazon through the Amazon Payments Advanced Contact Us form. Our Developer Support team will help you. Enable Marketplace Payments Login and Pay with Amazon allows you to collect a share of each transaction you process for your sellers. Amazon will automatically deduct your fee or commission and deposit it into your Amazon Payments account. This is similar to the ASP Marketplace button feature. To collect a fee or commission, you must declare it in the custom registration pipeline you create for your sellers. When you have their approval you can specify your fee in the Login and Pay with Amazon APIs. Note: If you need assistance with implementing your registration pipeline, sign in to Seller Central and contact Pay with Amazon through the Amazon Payments Advanced Contact Us form. Our Developer Support team will help you. Things You Should Know • Disbursement Policy: Your Seller account with Login and Pay with Amazon will be subject to a 14 day observation period from the date of your first live transaction. During this period, no funds will be disbursed to your bank account. Subsequently, funds will be disbursed as per our disbursement policy. Migration Guide for Amazon Simple Pay 13 Amazon Payments • Reserve Tier. By default, your Seller account will be subject to Reserve Tier I. If you have an established business history, you may be eligible for a reserve tier upgrade. For more information, see the What Is a Reserve? Help topic on the Amazon Payments website. Migration Guide for Amazon Simple Pay 14