Optimal Payments Extension. Supporting Documentation for the Extension Package. 20140225 v1.1



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Transcription:

Optimal Payments Extensin Supprting Dcumentatin fr the Extensin Package 20140225 v1.1

Revisin Histry v1.1 Updated Demac Media branding v1.0 Initial Dcument fr Distributin supprt@ptimalpayments.cm Page 2 f 12

Table f Cntents Revisin Histry... 2 Overview... 4 Installatin... 5 NETBANX Cnfiguratin... 6 ThreatMetrix Cnfiguratin... 9 Trubleshting FAQ... 10 Supprt Packages... 11 supprt@ptimalpayments.cm Page 3 f 12

Overview The Optimal Payments Magent extensin allws ecmmerce businesses t securely accept and prcess nline payments using Optimal s NETBANX payment gateway and services. The integratin is easy t implement and prvides the ultimate in payment prcessing capabilities, fraud management, and reprting. The Optimal Payments extensin uses Silent Pst integratin t the merchant s website. During checkut, payment infrmatin is entered n the merchant website and then transmitted securely via Silent Pst fr prcessing t the NETBANX payment gateway. The custmer remains n the merchant s website at all times allwing the merchant t manage the custmer experience. When the custmer clicks n the Pay buttn, payment data is transmitted directly t NETBANX using a PCI-cmpliant prcess withut accessing any merchant servers. This integratin significantly reduces PCI cmpliance requirements and liability as all f the credit card infrmatin is prcessed in Optimal Payments Level 1 PCI cmpliant envirnment and servers leaving n sensitive custmer payment infrmatin stred lcally n merchant servers. Thrugh the Optimal integratin merchants als have the ptin t enable ThreatMetrix fraud detectin and management services. ThreatMetrix wrks by cllecting relevant data abut the custmer and the rder, and validating this infrmatin during the checkut. Fully integrated int the NETBANX payment gateway, enabling the ThreatMetrix ptin will allw merchants t autmatically hld and flag suspicius rders, drastically reducing any fraud ccurrences. Depending n the Scre returned by ThreatMetrix an rder can be held and flagged r altgether denied during the checkut. And added benefit fr merchants is that this functinality t hld and release rders as well as issuing credits, refunds r cancelling rders can all be managed directly thrugh the Magent. supprt@ptimalpayments.cm Page 4 f 12

Installatin The Demac Media AffiliateTractin Extensin Suite is available nw n Magent Cnnect as well as the Demac Media Prduct Page. Fr the latest versin cmpatibility, please see the Magent Cnnect listing at: http://www.magentcmmerce.cm/magent-cnnect/fficial-ptimal-paymentsnetbanx-hsted-payment-extensin.html All individual mdules will be bundled int the main install with the ptin t enable r disable as required. The install f this extensin (via FTP) is the same as the majrity f mdules that are available n Magent Cnnect. Fr the particular package Optimal.1.5.zip yu will need t: Extract the files inside the 0.1.5/ directry in yur Magent rt. This can be dne with an FTP prgram such as FileZilla. Flush yur Magent cache under System > Cache Management > Flush Cache Magent Cache. Re-lgin t the Magent administrative backend. If yu have any further questins in regards t the initial instillatin, please cntact supprt@ptimalpayments.cm and a member f ur supprt team will assist yu. supprt@ptimalpayments.cm Page 5 f 12

NETBANX Cnfiguratin The fllwing is a screen capture f the main cnfiguratin screen. Nte the cnfiguratin ptins are very similar t the native payment gateways that are ffered in Magent t ease in the cnfiguratin prcess. Nte standard restrictins f payment methds nly at the WEBSITE scpe. supprt@ptimalpayments.cm Page 6 f 12

The cnfiguratin parameters, applicable scpe cnfiguratin and a descriptin f each are as fllws: Enabled Yes/N Default r Website r Stre View Yu are able t enable/disable the payment gateway at the specific scpe Mde Develpment/Prductin Default r Website r Stre View Transactin Type Authrize Only/ Authrize and Capture Default r Website r Stre View Api Lgin Id NETBANX API username Transactin Key NETBANX API passwrd Title Title that will displayed t the custmer t the frntend New Order Status Order status fr newly created rders Debug Yes/N Enable r disable Debug mde Email Custmer Yes/N Shuld the custmer receive the transactin emails frm the payment gateway Merchants Email supprt@ptimalpayments.cm Page 7 f 12

Merchant email t be included in the request t the payment gateway Credit Card Types Accepted Credit Card Types Multi-select f varius ptins Skip 3D Secure Verificatin Yes/N Enable 3D Secure Verificatin Payment frm Applicable Cuntries All Allwed Cuntries/Specific Cuntries Payment frm Specific Cuntries List f specific cuntries that can use the payment methd Maximum Order Ttal Maximum Order ttal that will be accepted with the payment methd Minimum Order Ttal Minimum Order ttal that will be accepted with the payment methd Srt Order Srt rder n the checkut if ther payment methds are available supprt@ptimalpayments.cm Page 8 f 12

ThreatMetrix Cnfiguratin ThreatMetrix is extremely easy t setup the nly infrmatin required is the Organizatin Id which can be btained directly frm the Optimal Payments supprt team at supprt@ptimalpayments.cm r yur accunt manager. Please nte that ThreatMetrix is a third party service prvided by Optimal Payments and will include extra fees utside f yur standard transactin fees. This infrmatin will be entered in the Magent admin as fllws: supprt@ptimalpayments.cm Page 9 f 12

Trubleshting FAQ Q: I want t be able t accept and charge bth CAD and USD, hw d I d this? A: As with all Magent payment mdules, the gateway is nly cnfigurable at the WEBSITE scpe. If yu want t cllect and charge in specific currencies, there will need t be a WEBSITE stre scpe fr each. Q: ThreatMetrix is nt sending any infrmatin t Optimal Payments. A: This might happen if the ThreatMetrix tracking cde is nt being included prperly, the mst cmmn reasn fr this issue is that the stre template des nt prperly extend the default theme r that yu have a third party checkut extensin. T slve this issues please cntact supprt@ptimalpayments.cm t lk int ur supprt ptins. Q: I d nt have an API Key. A: Please cntact supprt@ptimalpayments.cm and request an API key fr yur silent pst integratin. Yu will need t specify yur merchant accunt number, yur merchant name, and yu must be an authrized cntact n the accunt. Q: Where can I see my transactins in Optimal Payments? A: Yu can access the Optimal Payments back end at https://lgin.netbanx.cm, please use the username and passwrd that was prvided with yur merchant accunt infrmatin. Shuld yu require anther username r passwrd, please cntact ur Merchant Services at supprt@ptimalpayments.cm r call 1.866.709.8753. supprt@ptimalpayments.cm Page 10 f 12

Supprt Packages Optimal Payments prvides supprt ur mdule free f charge and includes basic mdule trubleshting. We will als assist in the cnfiguratin f the mdule and specific features such as ThreatMetrix. All questins surrunding errr messages, payments, and varius ther transactinal infrmatin is included as well. Our supprt team can be reached at supprt@ptimalpayments.cm Shuld yu require mre extensive integratin supprt we recmmend that yu cntact ur Magent integratin partner Demac Media at supprt@demacmedia.cm. They ffer cmprehensive supprt packages. supprt@ptimalpayments.cm Page 11 f 12

supprt@ptimalpayments.cm Page 12 f 12