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AvidiaPay linked2pay Salesforce Integration Chargent


Integrating AvidiaPay with Salesforce using Chargent

Overview


AvidiaPay is a Bank Centric Payments™ platform deployed by Avidia Bank of Hudson, Massachusetts in September 2015. The platform utilizes linked2pay, an award winning ACH and credit card processing platform. The resulting platform provides an innovative solution that improves payment acceptance speed as well as providing administrative tools for managing payments and APIs that provide an approach for implementing automatic payment processing.

Integration with Chargent allows the ability to provide a seamless process for completing payment for orders managed in Salesforce. The integration also provides a secure ACH and credit card payments process that maximizes security and fraud prevention for PCI compliance through the use of NACHA guidelines, encryption, and tokenization.

AvidiaPay Paymetns Logo

Setting Up Integration


This section contains the procedures for setting up the integration between AvidiaPay and Salesforce. Each subsection under this section contains a separate procedure, however, the procedures must be completed in the order presented. Note: AvidiaPay uses the Linked2Pay platform.

Setting Up Linked2Pay For Integration

This subsection contains the procedure for setting up Linked2Pay for the integration with Salesforce. Note: This procedure must be completed before starting Setting up Salesforce.

  1. Log into Linked2Pay account.
  2. Click Settings tab.

    Linked2Pay Settings Tab

  3. Click Advanced Settings up arrow.

    Linked2Pay Advance Settings

  4. Check Enable Web Service and click Generate Web Service Access Key. Note: The Web Service Access Key will need to be entered into Salesforce.

    Linked2Pay Generate Web Service

  5. Click Save Changes at bottom of Settings screen.
  6. Click Virtual Terminal tab.

    Linked2Pay Virtual Terminal

  7. Click Create Terminal.

    Linked2Pay Create Terminal

  8. Enter Terminal Name, click Next on this and subsequent screens, and click Submit on final screen. Note: Leave default values on subsequent screens. Terminal Name will need to be entered into Salesforce.

    Linked2Pay Virtual Terminal Step

Setting Up Salesforce For Integration

This subsection contains the procedure for setting up Salesforce for the integration with AvidiaPay

Notes:
  1. Install Chargent’s Gateway Package in Salesforce as described at Chargent Installation. Note: The production installation includes a free 30 day trial license. The sandbox installation has a free developer’s license.
  2. Install one of Chargent’s Transaction Packages in Salesforce as described at Chargent Installation. Note: The Transaction Packages are Chargent Orders, Opportunities, or Cases.
  3. Select Chargent app in upper right hand corner of Salesforce.

    SalesForce chargent app

  4. Click the Gateway tab.

    Linked2Pay Chargent Gateway

  5. Click New.

    Linked2Pay Chargent New Gateway

  6. Select Linked2Pay record type. Click Continue.

    Linked2Pay Chargent Gateway Record Type

  7. Enter following fields:
    • Gateway Name - Internal Salesforce name for gateway.
    • Merchant Name - Username when logging into Linked2Pay.
    • Merchant Security Key - Web Service Access Key from Linked2Pay Advanced Settings.
    • Transaction Security Key - Terminal Name from Linked2Pay Virtual Terminal creation screen.

    Linked2Pay Chargent Gateway Edit

  8. Click Save.

Testing the Integration


This section contains the procedure for testing the integration set up in Setting Up AvidiaPay/Salesforce Integration.

  1. Click on tab that corresponds to the Chargent Transaction Package that was installed during the Setting Up Salesforce procedure. For the purposes of this example, Order was installed.

    Testing Chargent Orders

  2. Click New.

    Testing Chargent New

  3. Enter Subtotal, Billing Information (including Email), Payment Information, and Credit Card fields and click Save.

    Testing Chargent Orders Fields Note: These test Credentials can be used (these only work in the Linked2pay test environment)
    • ACH Transaction: 122000247 (routing number) 123456789 (account number)
    • CC Transaction: 4111 1111 1111 1111 (999 for CVV and 02/2018 for expiration)

  4. Click Charge.

    Testing Chargent Charge

  5. Verify successful transaction and click OK.

    Testing Chargent Successful Transaction

  6. A Transaction record is created, containing the response messages and details received back from Linked2Pay.

Going Live


This section contains the procedure for making the integration available for production systems. This procedure should not occur until the testing procedure described in Testing the Integration is successful.

  1. Obtain production Linked2Pay account’s username and password.
  2. Repeat Setting Up Linked2Pay For Integration using production account creating production Virtual Terminal.
  3. Repeat Setting Up Salesforce For Integration for production Salesforce.
  4. Repeat Testing the Integration for production integration using at least one real credit card transaction and one real ACH transaction using company or personal accounts.
    Note: Void the transaction after test if needed.

Tokenization

This section contains the procedure for setting up using the tokens that are passed between Chargent and AvidiaPay. AvidiaPay uses a token system as well as encryption of data in the native databases in order to maximize security of the data.

  1. Select Chargent app

    Tokenization Chargent App

  2. Click Gateway tab in Chargent app.

    Tokenization Gateway

  3. Click on Gateway used for integration

    Tokenization Test AvidiaPay Gateway

  4. Double click on Use Tokenization field.

    Use Tokenization Field

  5. Click Use Tokenization checkbox.

    Use Tokenization Checkbox

  6. Double click on Credit Card Data Handling field.

    Credit Card Data Handling field

  7. Click on Credit Card Data Handling field and click on value. The results of the values are:
    • Never Clear - Chargent will not automatically remove card data.
    • Clear After Successful Charge - Chargent will clear the credit card number, expiration dates, and card security code only after a successful charge has occurred for the card.
    • Clear After All Transactions - Chargent will erase the credit card number, expiration date, and card security code after any approved transaction (Charge, Void, Refund) has occurred for the card.
    • Clear When Token Present - Chargent will erase the credit card number, expiration date, and card security code after any approved transaction (Charge, Void, Refund) for the card when a token is present in the token field.

    Credit Card Data Handling

  8. Click Save.

Note: The token is stored in Chargent's Token field in Salesforce after your first successful transaction, and the credit card fields are handled as specified in the procedure.