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eWAY Salesforce Integration Chargent


Integrating eWAY and Salesforce using Chargent


Overview


eWAY processes payments globally for companies in 8 different countries, with a particular focus on Australia, New Zealand, and the United Kingdom. Founded in 1998, their innovative platform, ecommerce technology, and personalized support has led them to handle 25% of online payments in Australia.

With Chargent Payment Processing for Salesforce's new eWAY connection, you can now process payments through your eWAY account directly from Salesforce, no integration or complicated setup required. If you are an eWAY and Salesforce customer, follow the steps below and get started with a free trial today.


eWAY Logo



Setting up eWAY and Salesforce


  1. Install both the Base Package and a Transaction Package of Chargent Payment Processing for Salesforce into your Salesforce org.

    • Choose Chargent Orders, Opportunities (SFA), or Cases for the second piece that you install, the Chargent Transaction Package. This determines where you want the Chargent billing fields to live in Salesforce.

    • Chargent is a paid application, but it has a no-obligation 30 day free trial.

  2. Configure Chargent according to the documentation.


  3. Obtain your eWAY Sandbox API Key and Password

    • Log into your Sandbox account for Australia, New Zealand, or the United Kingdom

    • Click on My Account and then go to User Security > Manage Roles
    • Enter a Role Name (such as "API Key") and click Create New Role

    • Go Back to My Account > User Security > Manage Roles
    • Click on Security Role to assign the security role API KEY to the user you will create.
    • Complete all required fields including the password and click Create User

    • Select Actions on the left side of the new user
    • Click View API Key to see and copy the API key to use in Chargent
      • Be sure to use the Rapid API Key and NOT the Pay Now key.

    eWAY Sandbox API Key


  4. Configure eWAY Sandbox Settings

    • Go to Settings > Sandbox and make sure PCI: Enabled (checkbox) is checked in the Direct Payment Method section of the menu.

    • Choose your Transaction Responses setting

      • Always Approve: Transactions will always approve. Note that invalid card numbers, expired cards, negative amounts will still trigger a decline.
      • Always Decline: Transactions will always be declined.
      • Use Cents Value: Depending on the cents value passed through the gateway the result will either return as transaction successful or failed. Example: $10.00 will return a response code 00 - Transaction Approved. View the full list of Response Codes to see which ones will pass a successful transaction on the test gateway

    eWAY Sandbox Settings


  5. Add a Gateway record for eWAY in Salesforce

    • Switch to the Chargent app in Salesforce (top right corner drop down list)
    • Go to the Gateways tab
    • Click New

  6. Select eWAY as the record type from the list of Chargent's prebuilt payment gateway integrations for Salesforce.

  7. Add eWAY Gateway Record to Salesforce


  8. Fill out the eWAY gateway record in Salesforce using the API Key and API Key User Password in Step 3:

    • Gateway Name: Your choice, for example "eWAY Sandbox"
    • Merchant ID: API Key
    • Merchant Security Key: API Key User Password (not MyeWAY password)
    • Active should be checked
    • Test Endpoint should be checked (this sends to the eWAY Sandbox instead of Live)
    • Click Save


    eWAY Sandbox Gateway Settings for Salesforce


    eWAY Testing and Test Cards


    Now that you have set up Chargent and the eWAY Sandbox gateway record in Salesforce, you are ready to run some test transactions.

  9. Create a test record in Salesforce to run test credit card transactions
    (either a Chargent Order, Opportunity, or Case record based on which of the 3 Chargent Transaction packages you installed).

    • Billing First Name, Billing Last Name, Billing Address, Country should be completed
    • Total (or Amount if using Opportunities / Cases)
    • Currency field should be set to the currency your eWAY account is set up for (Australian Dollars, New Zealand Dollars, or British Pounds)

    • Use eWAY's test Credit Card Numbers
      • The Sandbox allows you to test any valid Visa/MasterCard credit card, however eWAY recommends the following test cards:
      • Visa 4444333322221111
      • MasterCard 5105105105105100

    • Expiration Month and Expiration Year should be in the future
    • For more information on the fields required to run transactions, please see What Fields are Required? in the Chargent documentation.


    eWAY Sandbox Transactions


  10. Click the Charge or Authorize button

    • You will receive a popup message window with the results of your transaction
    • Once you click OK, the page will refresh
    • You can then view the Transaction details in the list toward the bottom of the page in Salesforce
    • You can also view the Transaction in the eWAY Sandbox.

  11. Understanding the Response

    • If you receive any errors from eWAY, or for more information about the eWAY responses that are saved in the Chargent Transaction record in Salesforce, please see the eWAY Response Codes.

    • All the data in the Chargent Transaction record in Salesforce comes from eWAY (except for the Transaction name, beginning with TRX-000XXX, which is autogenerated). For more information please see the documentation on Chargent Transactions.

    eWAY Transaction Response Messages


  12. Complete any additional Salesforce configuration your organization requires

    • Once you are generating responses from eWAY and seeing the transaction records, you may wish to finalize other Salesforce configuration items, such as:

      • Email receipts from Salesforce and/or eWAY
      • Automated processes in Salesforce driven by transactions
      • Reporting
      • Other requirements of your organization

    Going Live with eWAY in Salesforce


    Now that you have tested the connection from Salesforce to eWAY, and completed any related configuration steps, you are ready to move into the production phase with Chargent and eWAY.

  13. Go to the eWAY Sandbox gateway record you created earlier, and uncheck the Active field, or delete the record entirely if you choose.

  14. Obtain your Live eWAY API Key and Password

    • Log into your MyeWAY account for Australia, New Zealand, or the United Kingdom

    • Hover over the My Account tab at the top of the page, then click Get Connected.
    • Your API Key is already generated and available in the API Key field at the top of the page. You can simply click the Copy To Clipboard button to copy the API Key ready to be pasted into the Chargent Gateway record.
    • To get a password, click Generate Password. A password can only be viewed once after it has been generated, so be sure to copy it (you can use the same Copy To Clipboard button to copy it).

  15. If you previously generated an API Key and Password through the 'User Security' section you can manage as follows:

    • Click on My Account and then go to User Security > Manage Roles
    • Enter a Role Name (such as "API Key") and click Create New Role

    • Go Back to My Account > User Security > Manage Roles
    • Click on Security Role to assign the security role API KEY to the user you will create.
    • Complete all the required fields, including an email address that is NOT the login for MYeWAY, then click Create User

    • Select Actions on the left side of the new user
    • Click View API Key to see and copy the API key to use in Chargent
      • Be sure to use the Rapid API Key and NOT the Pay Now key.

    eWAY Live API Key


  16. Add a Gateway record for eWAY in Salesforce

    • Switch to the Chargent app in Salesforce (top right corner drop down list)
    • Go to the Gateways tab
    • Click New

  17. Select eWAY as the record type from the list of Chargent's prebuilt payment gateway integrations for Salesforce.

  18. Fill out the eWAY gateway record in Salesforce using the API Key and API Key User Password from Steps 13 or 14:

    • Gateway Name: Your choice, for example "eWAY Live"
    • Merchant ID: API Key
    • Merchant Security Key: API Key User Password (not MyeWAY password)
    • Active should be checked
    • Test Endpoint should NOT be checked
    • Click Save

  19. Testing the Live eWAY Gateway

    • We recommend testing at least one real transaction to ensure everything is working correctly in Salesforce, and your merchant account is set up with your bank properly.
    • You can run a small transaction on your own credit card, and then Void it from the transaction record in Salesforce.
    • Please note that extensive testing is recommended for the eWAY Sandbox only, as transaction fees may be incurred in the Live environment.

    Salesforce with Chargent integrate to eWAY


    eWAY Token Payments


    Chargent supports eWAY Token Payments, which allows you to securely store your customer's account number and other cardholder data with eWAY, and use an associated token in Salesforce for future payments.

    PCI compliance scope is reduced since you are not storing the credit card numbers in Salesforce.

  20. To enable eWAY Token Payments in Salesforce:

    • Check the Use Tokenization checkbox in the Chargent Gateway record you have set up for eWAY

    • Set the Credit Card Handling field (unless you are using Payment Console)

      • Never Clear: Chargent will not remove any card data automatically.
      • Clear After Successful Charge: Chargent will clear the credit card number, expiration dates and card security code only after a successful charge is run.
      • Clear After All Transactions: The credit card number, expiration date and card security code will be erased after any approved transaction (Charge, Void, Refund)
      • Clear When Token Present: Only when a token is present in the token field, will the credit card number, expiration date and card security code be cleared.

    • The eWAY token is stored in Chargent's Token field in Salesforce after your first successful transaction, and the credit card fields are handled as you specified in the preceding step

    Salesforce to eWAY Field Mapping


    Here are some relevant fields and their mappings between the Chargent software in Salesforce and the eWAY system.

    Salesforce Direction eWAY
    Gateway ID < Transaction Number
    Invoice Number > Invoice Reference
    Order Information > Invoice Description
    Salesforce record ID (of Chargent Order, Opportunity, or Case) > Your Reference Number

Congratulations! You have successfully integrated Salesforce and the eWAY Payment Gateway using Chargent. You can now process one-time or recurring credit card payments through eWAY directly from Salesforce.

If you have any questions or need assistance, please contact us.