Clutch Magento Extension Installation Guide Installation and Testing Steps for Utilizing Gift & Stored Value Functionality

Transcription

1 Installation and Testing Steps for Utilizing Gift & Stored Value Functionality

2 Table of Contents Quick Installation Steps... 3 Settings Configuration... 3 Integration Credentials for Developer Stage Environment... 4 Stage URLs for Transaction Testing and WSDL... 4 Stage Location Integration Credentials... 4 Virtual Terminal... 4 Virtual Terminal Stage Login Credentials... 5 Merchant Portal... 5 Merchant Portal Stage Login Credentials... 6 Accessing Transaction Report... 6 Test Cards... 6 Recommended Use Cases for Testing... 7 Integration Credentials for Developer Production Environment... 8 Production URLs for Transaction Testing and WSDL... 8 Production Location Integration Credentials... 8 Virtual Terminal... 8 Virtual Terminal Production Login Credentials... 9 Merchant Portal... 9 Merchant Portal Production Login Credentials... 9

3 Utilizing Clutch Gift & Stored Valued Functionality Quick Installation Steps 1. Login into your Magento backend and go to System >> Tools >> Compilation and confirm it indicates Compiler Status: Disabled. Otherwise, please disable the compilation 2. Upload all the extension files to the root folder of your Magento Installation Following directories /app/ /skin/ 3. Go to System >> Cache Management page at your Magento Backend, and click the Flush Cache Storage button. After this action, the extension is installed. 4. If you need to enable Compilation, please go to System >> Tools >> Compilation and click Run Compilation Process button. 5. Please logout from the backend and login again for Magento to refresh permissions for admin. Settings Configuration Adjust the settings for Gift card on admin panel after installation Go to System >> Configuration >> General Tab >> SNAP Settings Assure the Use Production Environment is set to No For SNAP Setting credentials contact Clutch Customer Support o Credentials include: System ID, Client ID, Location ID, Terminal ID, Initiator ID, Initiator Password, Integration User, and Integration Password Have Questions? Our support team is available. Contact us at Client Support Center [email protected]

4 Integration Credentials for Developer Stage Environment Stage URLs for Transaction Testing and WSDL Transaction URL o <soap:address location= /> WSDL URL o <url> Stage Location Integration Credentials Client ID Location ID User ID (Integration Auth) User PW (Integration PW) Initiator ID (optional) Initiator PW Terminal ID System ID Initiator Type Virtual Terminal Virtual Terminal will allow you to test card allocation, activation, enrollment as well as issuing and redeeming value to full mimic various in-store or online use cases.

5 Utilizing Clutch Gift & Stored Valued Functionality Virtual Terminal Stage Login Credentials ed to you upon request with a temporary password, required to be changed upon initial login. Merchant Portal Merchant Admin Portal will allow you to confirm completed transactions by reporting on success est transactions including: card allocation, activation, enrollment as well as issuing and redeeming value. Have Questions? Our support team is available. Contact us at Client Support Center [email protected]

6 Merchant Portal Stage Login Credentials ed to you upon request with a temporary password, required to be changed upon initial login. Accessing Reporting Navigate to the Customer Service section on the right hand side of the portal menu. There you ll find a number of ways to view transactional information. Card Lookup With the card/account number, results will provide the name of customer attached to the card (if applicable) and the current balance on the card as well as the date of the last transaction. NOTE: Results can be downloaded to Microsoft Exel or CSV format. Transaction Search The transaction search will allow you to view all transactions on a specific card or all transactions of a specific type in any given time period. NOTE: Results can be downloaded in Microsoft Excel or CSV format Test Cards Cards are not pre-loaded with value unless otherwise specified. Virtual terminal can be used to load via gift issuance transaction. Card numbering can by any of the following: Track 2 Sequential with Luhn or UPC-A Check Digit Track 1 & 2 Random generation with or without check digit or sequential with check digit

7 Utilizing Clutch Gift & Stored Valued Functionality Recommended Use Cases for Testing Check Balance >Search Transaction Send Search transaction via API or POS on activated card to confirm correct balance is returned. Card number should be included in this call. An Inquiry sent on an inventory status card (not active) will return an error Activation Required. This error confirms that transaction was received, but balance cannot be returned. Selling A Gift Card >Gift Issuance (Physical) >Gift Issuance with Card Allocation (Digital) >Sell Multiple Gift Cards For Physical Gift cards: Testing should simulate the process of selling a gift card. Sending the transaction type Gift Issuance and the amount sold via POS or other terminal type typically does this. For Ecommerce E-gift card sold: A Card Allocation request must be sent via API followed by a Gift Issuance for the amount of card sold. Accepting a Gift Card >Gift Redemption >Full Gift Redemption >Partial Gift Redemption >Split Tender Redemption Using a card loaded with value, proceed to ring a sale in POS and use gift card tender for payment. Attempts for redemption greater than card value should return message requesting additional tender needed. Depending on Program configuration and POS capabilities, it is possible that a request for redemption greater than card balance could be denied. Void Transaction Attempt to void a gift issuance and a gift redemption transaction Balances should revert to the amount on the card prior to the transaction that has been voided. Merchandise Credit Merchandise credit transactions are typically done on a branded card that specifically denotes itself as a Merchandise Credit card. It is separated into its own distinct program on the Clutch back end. Process a return transaction on POS or Ecommerce system and use your Gift card tender type to add value to gift card. This is sent to Clutch as a Gift Issuance transaction or as a Return transaction depending on the integration. Either way, the result would be an activated card with the value specified for store credit. Have Questions? Our support team is available. Contact us at Client Support Center [email protected]