Difference between revisions of "X-Payments:Configuring the connection to X-Payments in the Magento Admin panel - Magento Connector 1.8.0 or later"

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#* '''Payment from applicable countries''': If necessary, you can use this setting to specify the countries for which this payment method should work.
 
#* '''Payment from applicable countries''': If necessary, you can use this setting to specify the countries for which this payment method should work.
 
# Be sure to click the '''Save config''' button after making any changes to the configuration of your payment methods.<br />[[File:xp_magento_save_config.png|700px|border]]<br /><br />
 
# Be sure to click the '''Save config''' button after making any changes to the configuration of your payment methods.<br />[[File:xp_magento_save_config.png|700px|border]]<br /><br />
# After adjusting the settings for the payment methods enabled in your Magento store via X-Payments, you should check two more sections in the Magento Admin panel: '''Connection settings''' and '''Save credit card setup'''. Let's begin with the '''Connection settings''' section:<br />[[File:xp_magento_connection_settings_x.png|700px|border]]<br /><br />
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# After adjusting the settings for the payment methods enabled in your Magento store via X-Payments, you should check two more sections in the Magento Admin panel: '''Connection settings''' and '''Save credit card setup'''. Let's begin with the '''Connection settings''' section:<br />[[File:xp_magento_connection_settings_x.png|700px|border]]<br /><br />On this page you can see some information that was received by your Magento store via the deployment of the X-Payments configuration bundle (like the X-Payments URL or the IP addresses for X-Payments callbacks). There are also some X-Payments related settings that you should check and adjust as you require:<br />
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#* '''Use HTTP protocol''': This setting enables you to activate the use of HTTP protocol if using X-Payments in Developer mode. Developer mode can be used to access X-Payments via HTTP (HTTPS is not required) and communicate with the store using a self-signed SSL certificate. To remind the user that Developer mode is on, special marks will be displayed on the credit card form. Important! Real credit cards must never be processed while in Developer mode. This results in PA-DSS non-compliance.
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#* '''Use iframe''':
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#* '''Show credit card form at''':
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#* '''Single payment for admin created orders''': This setting affects the order processing flow for admin created orders. If this option is enabled, a single attempt to pay for an order will be provided - that is, right after the order has been created by the admin. The order status will be set according to the payment result: "Processing" in the case of a positive response from the payment gateway, or "Canceled" in the case of a negative one. If this option is disabled, an admin-created order will initially get the status "Pending", which can then be updated to "Processing" even after several unsuccessful payment attempts.

Revision as of 22:41, 13 January 2018

After configuring the connection to your Magento store in X-Payments, log in to your Magento Admin panel and complete setting up the connection on the Magento end.

The following procedure assumes that:

  • You are using a Magento connector version 1.8.0 or later.
  • Your Magento store has the X-Payments connector extension installed.



Complete the following steps:

  1. Log in to the Admin panel of your Magento store.
  2. Go to System -> Configuration:
    Xp magento system xpconnector.png

    The page showing how to connect X-Payments with Magento in three easy steps opens:
    Xp magento connection settings1.png

  3. Click on the link "Connect X-Payments with Magento":
    Xp magento connection settings2.png

    This opens the Connection settings section:
    Xp magento connection settings3.png

  4. In the details of your Magento online store in the X-Payments back end, copy your X-Payments configuration bundle and paste it into the respective box in your Magento Admin panel.
    If you are using X-Payments in Developer mode and need to enable communication between X-Payments and your Magento store via HTTP, enable the Use HTTP protocol option.
  5. Click Deploy.
    Xp magento connection settings4.png

    In a couple of seconds, the configuration bundle will be deployed, and a success message will be displayed at the top of the page:
    Xp magento deployed successfully.png

  6. Check the list of payment methods that have been imported from X-Payments. On the screenshot below you can see that a single payment method has been imported - "Authorize.Net":
    Xp magento authnet method imported.png

    If you need to add more payment methods that will work for your Magento store via X-Payments, you will have to add them in X-Payments and use the Re-import payment methods button in the Magento store to import them.
    Xp magento re-import payment methods.png

    To quickly access the X-Payments page where you can add more payment methods, use the "Add payment method" link.
    Xp magento add payment method link.png

  7. If you look at the details of the payment method "Authorize.Net" we have imported from X-Payments, you will see that it is set to work using the currency "USD".
    Xp magento authnet currency.png

    The currency is set in X-Payments, and should you want to change the currency used, you will want to do that via the payment configuration settings on the X-Payments end, after which you will have to re-import the payment method settings into your Magento store with the Re-import payment methods button.
  8. Also note the "Save card" checkbox for the imported Authorize.Net payment method.
    Xp magento authnet savecard.png

    The presence of this checkbox means that the method allows the use of saved credit cards. If you want to allow your customers to save credit cards for future use at your store using this payment method, keep the checkbox enabled. If you do not want to allow the use of saved credit cards using this method, unselect the checkbox.
  9. After the deployment of the configuration bundle, the payment methods imported from X-Payments are not active for your Magento store yet. (Note the unchecked checkbox in the first column on the left opposite the payment method name "Authorize.Net". Also note the option "Disable X-Payments payment method" which is currently enabled):
    Xp magento disable xp payments.png

    To be able to use the imported methods, you will need to activate them. To activate a payment method, select the checkbox in the first column on the left opposite the method name.
    Xp magento enable authnet.png

  10. After selecting the checkbox to enable a payment method, you get access to the method configuration settings. For example, after we selected the checkbox for Authorize.Net, two additional sections appeared on the payment methods page:
    Xp magento authnet config.png

    Note that with a greater number of imported payment methods you will get more settings sections (a section for each imported payment method + one more section for "Use saved creedit card").
    Xp magento multiple methods.png
    You can use the settings in these sections to fine-tune the way the respective payment methods will look and work for your Magento store customers. For example, you can rename the methods or change the sort order in which they appear to the customer at checkout. The following settings can be adjusted:
    • Title: This field can be used to set the name for the payment method - as it should be seen by your Magento store users. The name entered into this field will replace the name imported from X-Payments.
    • Use forced authorize operation (Work only for non-recurring product order): If set to "Yes", all payments to pay for non-recurring products via this payment method will take place in the form of an authorization (the payment amount will be placed on hold on the buyer's account, whereas the actual charge will have to be performed later). This setting overrides the initial transaction mode setting in the respective payment configuration on the X-Payments end.
    • Use forced authorize operation for recurring products: If set to "Yes", payments for recurring products (subscriptions) via this payment method will take place in the form of an authorization (the payment amount will be placed on hold on the buyer's account, whereas the actual charge will have to be performed later). This setting overrides the initial transaction mode setting in the respective payment configuration on the X-Payments end.
    • Sort order: This setting can be used to adjust the order in which payment method should be displayed at checkout. The required sort order position for the payment method can be set by entering the desired position number into this field. The smaller the number, the higher the position of the payment method on the list.
    • Payment from applicable countries: If necessary, you can use this setting to specify the countries for which this payment method should work.
  11. Be sure to click the Save config button after making any changes to the configuration of your payment methods.
    Xp magento save config.png

  12. After adjusting the settings for the payment methods enabled in your Magento store via X-Payments, you should check two more sections in the Magento Admin panel: Connection settings and Save credit card setup. Let's begin with the Connection settings section:
    Xp magento connection settings x.png

    On this page you can see some information that was received by your Magento store via the deployment of the X-Payments configuration bundle (like the X-Payments URL or the IP addresses for X-Payments callbacks). There are also some X-Payments related settings that you should check and adjust as you require:
    • Use HTTP protocol: This setting enables you to activate the use of HTTP protocol if using X-Payments in Developer mode. Developer mode can be used to access X-Payments via HTTP (HTTPS is not required) and communicate with the store using a self-signed SSL certificate. To remind the user that Developer mode is on, special marks will be displayed on the credit card form. Important! Real credit cards must never be processed while in Developer mode. This results in PA-DSS non-compliance.
    • Use iframe:
    • Show credit card form at:
    • Single payment for admin created orders: This setting affects the order processing flow for admin created orders. If this option is enabled, a single attempt to pay for an order will be provided - that is, right after the order has been created by the admin. The order status will be set according to the payment result: "Processing" in the case of a positive response from the payment gateway, or "Canceled" in the case of a negative one. If this option is disabled, an admin-created order will initially get the status "Pending", which can then be updated to "Processing" even after several unsuccessful payment attempts.