Adyen and Salesforce - Chargent by AppFrontier

Integrating Adyen and Salesforce using Chargent

Contact Sales for a discussion on your Adyen to Salesforce connection requirements, and additional documentation on how to complete the setup.

Overview

Chargent Payment Processing for Salesforce is the leading payments application available on the Salesforce AppExchange. Chargent can connect Salesforce to the Adyen payment gateway in just a few steps listed below. You will then be able to process credit cards and ACH through Adyen directly from Salesforce.

Prerequisites
Using Tokenization
Salesforce Field Mapping For Adyen
Next Steps
ACH Validation

Connect Adyen and Salesforce with Chargent

See all Adyen transactions, manage refunds, send payment links and more, all inside Salesforce with Chargent, the top rated payments app on the Salesforce AppExchange.

Not yet a Chargent customer?

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Prerequisites

In order to process live payments with Adyen, you will need to do the following.

You are on the most current version of Chargent
Setup and maintain a proxy server to manage authentication
Prove to Adyen that you are PCI Compliant based on their requirements.

Test environments with Adyen do not require the above specifications.

If you haven’t already signed up for an Adyen test account you can sign up on their website.

adyen.com/signup

Once you sign up for a test account you will receive an email with the following information.

Account
User name
Link to set your Password

It will also include the following link where you can login, once you’ve set up your password.

ca-test.adyen.com/ca/

Note: You will need to request from Adyen the enablement of their API PCI feature. For test accounts they should have no problem enabling it, however for live accounts, they will require proof of PCI Compliance before they activate it.

To Request access to the API PCI feature, login to your Adyen account and submit a ticket via the following link.

ca-test.adyen.com/ca/ca/support/request-ticket.shtml

You will need to obtain the following information from your Adyen account to set up Adyen in Salesforce..

Merchant Account
API Key
Client Key
Environment

Merchant Account – You can find this by clicking on Developer option on the left then selecting API Credentials. Here you will see the Merchant Account directly below the Account Name.

API Key and the Client Key can be found in the same place.

To access these keys you will need to click on the Username.

Under Authentication you will see API Key and Client Key. You will need to generate a new API Key and a new Client Key by clicking the appropriate buttons. If you are refreshing your API Key, be sure to expire the old key and click the Save button at the bottom.

Using Tokenization

Tokenization helps you reduce the scope of your PCI compliance and improve security. Credit Card numbers and bank account numbers are stored on the Adyen servers and not in Salesforce. Adyen will return a random string (token) that gets stored in Salesforce for use in future transactions. This way you don’t need to store any credit card or bank account information in Salesforce.

The token returned by Adyen is stored in the Token field on the Chargent Order record in Salesforce. You should have been prompted to set up tokenization during the Gateway Setup Wizard process. Credit Card data will always be cleared when you process a payment and a token will be used for recurring and future transactions.

Be sure to update the Credit Card / Bank Account Data handling field as well.

For tokenization to work in Adyen you will need to do the following to enable it within the Adyen Portal:

Developers
Additional Data Settings
Recurring Details
Check the checkbox.

If you do not enable tokenization in Adyen, the API will not return a token to Salesforce and will only create a token in Adyen..

Adyen Test Credit Card Numbers

Please note that these test card numbers are only for the test environments, and should never be used in the live, production environment. You should refer to the test credit card and debit information on the Adyen website for specific types of transactions and responses.

Adyen Test Credit Cards

Salesforce Field Mapping For Adyen

Chargent maps the standard fields such as credit card information, billing address, and charge amount. There are also several fields that are mapped based on additional information, and Level II and Level III data.

Additional Salesforce Fields sent to Adyen

Salesforce	Direction	Ayden
Chargent Order Invoice Number	>	shopperReference
Chargent Order Record ID	>	Merchant Reference Number
Order Information	>	additionalData.enhancedSchemeData.customerReference

Level II and Level III Fields sent to Adyen

Salesforce	Direction	Adyen
Customer IP	>	shopperIP
Shipping Amount	>	additionalData.enhancedSchemeData.freightAmount
Shipping Duty	>	additionalData.enhancedSchemeData.dutyAmount
Tax	>	additionalData.enhancedSchemeData.totalTaxAmount
Shipping Address	>	deliveryAddress.street
Shipping City	>	deliveryAddress.city
Shipping State / Province	>	deliveryAddress.stateOrProvince
Shipping Zip Code / Postal Code	>	deliveryAddress.postalCode
Shipping Country	>	deliveryAddress.country

Response from Adyen to Salesforce Transactions

Adyen	Direction	Salesforce
errorType, refusalReason	>	Reason Code
message or response or resultCode	>	Reason Text
response	>	Response
http response code	>	http response code

Next Steps

Adyen requires that you set up and maintain a proxy server in order to connect Adyen with Salesforce. This would need to be set up and maintained by those within your organization. Chargent support, sales engineering, or product development will only be able to answer high-level questions. We can also provide sample code as a starting point, but it is not a turn-key solution. Customers that purchase the Adyen integration on Chargent should have the internal expertise to develop and maintain a proxy server long-term.

ACH Validation

Chargent supports ACH Validation through the Lyons Account Verification Service, allowing you to validate US bank accounts on the Automated Clearing House (ACH) network before attempting a transaction. This validation confirms that the bank account & routing numbers exist and the account is available for payment transactions, satisfying NACHA’s mandate – Supplementing Fraud Detection Standards for Web Debits. We strongly recommend that all ACH customers implement ACH Validation.

For more information about implementing validation for your ACH transactions, see our ACH Validation documentation.

My client was in search of a Credit Card Chip Reader solution as they were migrating off of old card swipers and their current payment product. In doing research, Chargent Terminal seemed to be a great fit. The whole process of implementation from cradle to grave was seamless and simple. My clients said that Chargent is far more intuitive and has made their lives in processing payments extremely simple.

Arnold C, July, 2020

The Chargent product has streamlined our process for credit cards. Our customers and sales team find it easy to tokenize our credit card payments. Any questions are answered quickly by the customer support team. Chargent was the right partner for my company.

Maria C, October, 2020

We love that Chargent is entirely native to Salesforce and allows for a lot of customizations, such as complete control over email templates, invoices, receipts, etc. It makes it much easier in a heavily regulated field, Financial Services. The support quality alone is enough for me to fully endorse this company.

Financial Services, July, 2020

As someone who has a technical background but is relatively new to working in Salesforce, I have been very impressed with the Chargent product for Salesforce. I was first impressed by the very comprehensive guides and online documentation available. Subsequently, in working to update and upgrade our Chargent implementation, our organization has worked with three different support reps over the past year and each one has been super friendly, very helpful, and very technically proficient. A great example of how to do technical support the right way!

David M., January, 2022

When our incompetent SF implementation partner dropped the ball, Chargent support was able to login to our account, identify the issue, and have it resolved in less than 24 hours so we had virtually no downtime in processing payments. Excellent job!

Jon A, November, 2021

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus. Highly recommend this application!

Kevin K., August, 2022

Chargent has helped streamline our recurring payments. Before we could only automate monthly payments. Now we can automate, monthly, quarterly, semi-annual, and yearly. We can also automate outreach for declined payments.

Sarah R, September 2022

We have been using devs to handle our connections between FormAssembly, Chargent and Salesforce. I was asked to change our payment methods and was having issues with it being charged to the wrong gateway. Nick and I had a web meeting in which he was able to point out the issue of a different process builder that was changing gateways from the one I thought was. Even though this issue was on our Salesforce end, he was more than willing to help and explain things to me.

Tim P, November 2022

I am the Salesforce Admin for our company. We have a very delicate environment and way too much customization. Our business required a solution that is not out of the box Chargent. The support and quick response I have received is above and beyond what is expected.

Kent B, August, 2021

We signed up for the add-on package for the Automated Payments and the same day we signed up we had Nick schedule a meeting with us to get started. He was not only helpful for the initial set up, but he would send helpful training videos for the rest of the team. Usually when you sign up for something new it takes a long time to train everyone and get it set up. I am happy to say that was not the case for us.

Tonya B, November 2022

Excellent for all types of payments. We’ve been running recurring and one time billing through Chargent for at least the last five years. They have frequent updates to keep us compliant and there are virtually never any issues with payments. Even better is their support team.

Nick F, October, 2020

With Robert’s help my client was able to convert sales to cash and utilize partial payment and recurring payment settings. With Chargent and DBSync integrations, my client is able to integrate QuickBooks Enterprise to record invoices, payments and estimates for progress billing. I highly recommend this integration.

Salesforce Consultant, June, 2019

Chargent works really well and can be configured lots of different ways to fit your business needs. I’ve implemented the product on a few different projects with a variety of requirements and the package is very smooth. The Chargent Support team is also one of the best I’ve ever worked with.

William S, December, 2021

The Support Team at Chargent was very helpful and diligent in supporting our needs and transition to Chargent. Responses were on time and punctual on a case by case basis and the support team is a pleasure to work with!

John D., March, 2022

We needed to streamline our Auth.Net connection for our members credit card transactions so that they are viewable and management in SF. Chargent was the perfect application for this to occur. It is very user friendly and is a native SF application, which is also a huge plus.

Kevin K, August 2022

Seamless app for integrating our donations into our Salesforce platform. Excellent and responsive customer service.

Kate G, February 2023

Chargent has simplified our billing needs substantially. We are able to charge hundreds of customers with ease while receiving timely support by the Chargent team whenever it is needed. Very satisfied!

Powell N, November, 2020

We are successfully tokenizing credit cards, sending payment links, and processing credit cards for multiple payment gateways and companies. Setup was easy and tech support was very responsive when needed. Chargent was exactly what our company needed to capture payments via Salesforce. Thanks to the flexibility and security features of Chargent, we have been able to reduce our credit card processing fees by close to 2%.

James C, September, 2020

BEST IN CLASS!! Chargent was a game changer for us. It has allowed a payment automation process for our sales team that we could not live without. The team is quick to respond and eager to help. I could not ask for a better partner.

John D., May, 2022

Chargent is incredible! It makes getting payment so much easier when you can send a link, and the client can click on it and process payment on their own time.

Camille T, January 2023

I’m a consultant in the Entertainment space and my clients are always looking for a quick/easy way to leverage their existing payment processing provider within Salesforce. I recommend Chargent every single time. The solution is flexible and allows for a great deal of customization.

Charles O, May, 2021

We are using Chargent for handling payment processing. On one click of “Send Pay Request” we can send an email and customer can pay easily just with a link. Customer support team is quick in response and ready to help. I like how Chargent stay ahead and helps update Chargent app according to Salesforce new releases.

Deepika N, June, 2020

We have received overwhelming support from Robert Ruelas on the Chargent/Accounting Seed integration. Robert stayed with us on our problem until resolved. We don’t find this level of support frequently and would recommend the Chargent App for any organization that handles credit cards when you are using Salesforce and/or Accounting Seed.

Mike M, February, 2020

I am very pleased with the support I receive for Chargent. I have implemented it for several clients and I always have questions regarding each use case. The support team is very knowledgeable and helpful!

Salesforce Consultant, March, 2019

We use Chargent to manage all of our sustaining memberships and for sending out payment requests. Makes it so much easier for people to pay their invoices. It is also such an easy tool to get set up and running!

Bonnie S, April, 2020

I implemented Chargent for an end customer because of the limitations on the current app that they were using. The Chargent APIs are super simple, the support staff was great and very responsive. We found a great partner in Chargent. The simplicity in setting up multiple gateways and recurring billing configuration options are second to none if you want the go by clicks not code mantra.

Swapnil M, July, 2020

Chargent makes automating our monthly donor payments a snap. Top-notch, extremely responsive service. Thanks!

Amy K, October, 2021

I’m a SF Admin recently charged with preparing for the June 20′ release. I am extremely grateful for the support team at Chargent. I am very impressed with the thoroughness of monitoring their product with SF and the proactive approach to keeping ahead of the releases. Thank you Chargent!

Andrew K, May, 2020

Chargent is a great payment processing solution! We’ve been using the app for a little over a year now and our end users love the simple ability to send payment links to clients. As an admin, it’s easy for me to add gateways when we open new locations.

Brea G, August, 2021

We came across Chargent during our Salesforce implementation. We were having lots of issues with online payments. Chargent solved all our problems in an instance. Highly recommend this product for higher education institutes, especially TargetX CRM users.

Ahmet D, April, 2021

This is a great app that helps simplify receiving payments from most popular payment gateways and recording everything in Salesforce. I’m a consultant and set this up for a client who had a very custom requirement. Chargent support was very helpful in guiding me on the configuration.

Kaivalya K, July, 2020

Chargent is very useful, and is able to make complicated integrations much more straightforward. In just a few minutes, the setup wizard is able to connect you to a variety of different gateways to test or process live transactions. There’s also good documentation to walk you through the specifics of integrating with a particular gateway. The few complications I’ve run into have been handled by a capable and friendly support team.

James M, July 2022

Great integrated solution for capturing payments — and great support! This solution has made it so much easier for our org to track payments and make sure they are tethered to the original deal, and it makes the capturing of payments so quick and seamless for our customers. Also, the support is great! Quick response times and relentless problem solving on the part of the support team!

Katie K., April, 2022

Chargent’s application has provided us the ability to automate a payment process which normally took a person 15 minutes to process, down to less than a minute with the Chargent integration. Handling payments in the past will no longer haunt us since we are now PCI compliant, we know we can rest our client’s minds by letting them know their data is secure.

Nick S, March, 2020

Appfrontier will start rolling out Push update functionality to Chargent in October 2023. Learn More

Integrating Adyen and Salesforce using Chargent

Overview

Connect Adyen and Salesforce with Chargent

Not yet a Chargent customer?

Prerequisites

Using Tokenization

Adyen Test Credit Card Numbers

Salesforce Field Mapping For Adyen

Additional Salesforce Fields sent to Adyen

Level II and Level III Fields sent to Adyen

Response from Adyen to Salesforce Transactions

Next Steps

ACH Validation

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