PayPal PRO Sandbox Testing

Transcription

2 PayPal Pro Test Mode (Sandbox) Overview The PayPal test account, referred to as Sandbox, allows you to test credit card and PayPal transactions with GoPrint without having to use real credit cards and bank accounts: it simulates live transactions. The set up steps are exactly as you would configure for Live mode allowing you to use this document as a reference for your current campus PayPal integration with GoPrint. Perquisites the GoPrint server MUST be resolvable to an external DNS name. Contact your network administrator to configure an external IP address and DNS name pointing to the internal address of the GoPrint server. Port 7768 also must be open inbound from PayPal to GoPrint server The testing process Overview Test your application by creating a Sandbox account for each user entity represented in your PayPal transactions. When testing, use the test accounts in place of all the live accounts you will use while processing live transactions. 1. Configure the GTX to resolve to an external DNS. 2. Create a PayPal Developer account at the Developer website at developer.paypal.com. 3. Create 2 Sandbox accounts: Business and Personal. 4. Note your test Personal Card Cards 5. Configure your Instant Payment Notification and Encrypted Payments Settings 6. Configure in Control Center 7. Begin testing How it works At the developer Sandbox site, ( you need to first sign up for a developer account. Once signed up you will need to create at least two tests accounts, a Business Account to represent the merchant, and a Personal Account to represent the buyer. You can use the preconfigured test account option or manually create your own. It s recommended to simply use the preconfigured option since the credit card numbers and bank accounts are auto-generated for you. CREATE DEVELOPER ACCOUNT 2014 GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 2

3 Before you can create your test accounts you must first create a developer PayPal account. This account is used to log into the Developer site. Important: if you already have a own personal PayPal account you most likely won t be able to use the same address. Navigate to the developer test site: and select Sign Up to create your account. CREATE SANDBOX TEST ACCOUNTS To create a test account in the Sandbox: 1. Log in to the Developer site at and navigate to Applications > Sandbox Accounts. Select the Create Account button To use a credit card as a payment method in your test transactions, you must configure a test Business account and a Personal Account as a Pay- Pal Payments Pro account: 2014 GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 3

4 Important: you MUST create both a Business and Personal Account. The Personal Account generates the testing Credit Card payment information you will need to enter at the web client Once you receive your confirmation activate your account and log in to your account and create your Seller and Buyer accounts. Step 1 Create Business Account Fill in the Seller data, optioning to create both a credit card and Bank Account with a balance amount and change the default password. By default all PayPal Business accounts are set to PayPal Standard. To use PayPal Pro you must upgrade your account GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 4

5 1. Navigate to the Profile page of the Business account and click the Upgrade to Pro link. 2. Click Enable on the resulting screen. Tip: Once you enable PayPal Payments Pro for a test Business account, the setting is permanent and you cannot undo the configuration for that account. We recommend you create multiple Business test accounts with various settings in order to test all the variations you might need to handle with your application GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 5

6 Click API Credentials This is the information you will need to enter into Control Center Important: do not enable Payment Review and Negative Test Mode! If you enable Payment Review, the status of all test transactions is Under Review until you manually accept them GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 6

7 Note: accounts created are not real. The accounts are automatically confirmed and are only valid in the Sandbox. Hint: write down the address and password. These are used to log in to your seller account. Step 2 Create your Buyer Account Select the Personal radio button: Fill in the account creation fills to create your credit card and bank account. Once the account is created, select Profile to view your account information and obtain your credit card information GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 7

8 Select Funding Hint: write down your credit card information because this will be used later at the GoPrint Web Client to purchase your print funds. Do not enable Payment Refund!!! 2014 GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 8

9 GoPrint PayPal Pro Configuration Prerequisites IMPORTANT: Make your GTX server accessible to PayPal on port This will require either an IP address or a DNS name for the GTX server accessible from the internet. Port 7768 must not be blocked! Step 1- Configure you PayPal Seller information within Log in to GoPrint Control Center Select: Payments Credit Card Gateway Select: Add a New Gateway and choose PayPal Pro When entering this URL in external payment gateway web sites you must use a server name that can be resolved on the Internet, since the payment gateway vendor's systems will be resolving the URL relative to their own environment. If you need the GTX to listen on port 80 so that traffic can get past your firewall you may mark the option below. Note: If your GTX is running on a Linux, Solaris, or Mac OS X server you must run the service as 'root' in order for this to work GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 9

10 Enter your PayPal Seller information 1. Name: provide a user-friendly name 2. For testing, change to Sandbox. You must generate the API credentials from your PayPal Seller account Back at PayPal Sandbox Manager Site - Obtain your API Username and Password and Signature Back at the Control Center Website Payments Pro configuration page Enter your API username, API Password, and Signature 2014 GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 10

11 Complete the remaining PayPal Pro configuration items: 3. User Agreement URL: you may create your own end-user HTML Agreement document and link to it here. If not, you must enter NONE in all caps. 4. Gateway Fee: you may leave blank for test until your financial department decides if they want to offset the transaction fees charged to your campus by PayPal. 5. Set the max and min purchase amount Note: two forms of Authentication are provided. The most common form, and the one we want to use for testing, is the API Signature. If you want to find out more about using the Certificate File option, refer to the GoPrint Control Center HELP section under Integrated Payments or by simply pressing the HELP button directly from the PayPal Pro configuration page GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 11

12 Log in to your Business Account Check your Business Account then click ENTER SANDBOX SITE You are redirected to the Sandbox Site: Instant Payment Notification Important: Make your GTX server accessible to PayPal on port This will require either an IP address or a DNS name for the GTX server accessible from the internet. Port 7768 must not be blocked. Step 1 Set the instant Payment Notification URL Return to the Profile Summary screen on PayPal's website From My Account - Click the Profile tab Select My Selling Tools - click Instant Payment Notifications 2014 GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 12

13 The resulting page will show the current payment notification settings and allow changes to be made. Click Choose IPN Settings button to make changes. Enter the required return URl Format: Example: Enable Receive IPN messages Important: the GoPrint server MUST be resolvable to an external DNS name GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 13

14 Final GoPrint Configuration Step 1 Enable the Quota Purse to represent the credit card payment purse Navigate to: Accounts Class Definitions Default User Class (or other) 1. Check Quota 2. Purse Name: enter a user-friendly name used to display to users 3. Save Step 2 Enable the credit card purse at the PayPoint 1. Back to the main page, select your PayPoint 2. Select the Financial tab 3. Check Default User Class Credit Card Fund Quota (or your choose name. The dialog box expands displaying the following settings. 4. Expand the Add Value Option drop down menu and select Credit Card to Quota 5. Save HINT: If not selected the Credit Card Add Value option will not appear at the web client GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 14

15 Testing PayPal Pro Credit Card to Quota Transactions 1. Log in to the web client 2. Press the Add Value button 3. Enter the purse amount 2014 GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 15

18 Review New Account Balance and Transaction History Click the My Account tab to view your new balance Click the Transaction History to view the completed transaction The Transaction History column highlighting a confirmed deposit 2014 GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 18

19 Reviewing transactions Use Credit Card Transactions to view pending and completed transactions. Incomplete transactions display as Started and in PINK Started transactions are failed transactions and usually the result of networking issues. GoPrint doesn t make an attempt to re-establish a connection to PayPal so Started transactions can be considered as lost. It s important to note, the transactions commonly complete at the PayPal end GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 19

20 When this happens the client has the option to click DETAILS and manually approve the transaction. Click OK to confirm Transaction Confirmed and amount added to account 2014 GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 20

22 Transaction Inquiry Under every credit card gateway there s the option to View Transactions Click the Tran# number to view what Quota Account it was posted to GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 22

23 Troubleshooting This error indicates an issue with the Instant Payment Notification URL. If the GoPrint server s hostname does not resolve to an external IP or DNS name, then GoPrint will not be able to receive the confirmation and therefore will not add the funds to the users Quota account although the funds are received by PayPal. 1. An issue with the PayPal server exists. PayPal server may be down. 2. Ports 7768 or 80 are blocked 3. A typo exists for URL under PayPal Manager. Should be: GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 23

24 When entering this URL in external payment gateway web sites you must use a server name that can be resolved on the Internet, since the payment gateway vendor's systems will be resolving the URL relative to their own environment. If you need the GTX to listen on port 80 so that traffic can get past your firewall you may mark the option below. Note: If your GTX is running on a Linux, Solaris, or Mac OS X server you must run the service as 'root' in order for this to work. When your customer does online payment through Paypal, your customer successfully finishes payment and returned to your site. Instead of Payment Accepted, order status is Awaiting PayPal payment. Most cases, this is because of Paypal Instant Payment Review function. Paypal Instant Payment Review is a free fraud-detection feature that instantly notifies you of potentially high-risk payments via both the payment received and online status in your Account Overview and History page. If a payment is flagged, PayPal conducts a review and either clears or cancels the payment, and then notifies you within 24 hours, so you know whether to ship your item or not GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 24

25 There are some other cases. For example, if you have not configured your Paypal module Currency restriction correctly, if your customer sends a payment with currency that your Paypal account does not have. Because you have to review it and convert to other currencies that you have at your account, in that case, the payment will also be put into Pending status. If you are using Sandbox testing account, if you enabled Payment Review, all transactions will be put on Pending status. The certificate may be an experience certificate or a Sandbox certificate is still on use after switching to Live mode. Log in to your PayPal manager site and download the correct certificate GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 25

26 The FQDN and external IP are incorrectly configured and/or Ports 7768 or 80 are not open inbound to the GTX server. Also, when experienced randomly, networking issues between PayPal exists GoPrint Systems, Inc., All rights reserved. PayPal Pro Configuration Guide 26