Integrating Authorize.net With Chargent In Salesforce

Salesforce Payments by Chargent is the leading payments application available on the Salesforce AppExchange. Chargent allows you to charge credit cards and Bank Account transactions directly from within Salesforce. This guide shows you how you can easily connect the Authorize.net gateway with Salesforce using Chargent.

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About This Guide
Video Tutorial
Before You Begin
Setting Up Your Test Environment
Running Test Transactions
Going Live in Production
Supported Features
Field Mapping
Gateway Response Codes
Troubleshooting
Getting Help

About This Guide

This guide walks you through the steps needed to integrate Chargent with Authorize.net (aka Auth.net). It assumes you have already installed and configured Chargent, but links are provided to installation, user management, and configuration topics where more detail is available to get you up and running quickly. It also assumes you have already chosen the Authorize.net gateway and includes links to gateway-specific documentation for configuration instructions.

Note: Screenshots and details may differ based on your Chargent or gateway version.

Video Tutorial

If you’re a visual learner, like many of us, check out our overview video to get started. The text in this guide covers the video’s content in greater detail, so if you have any questions, make sure to follow along with the content here.

Before You Begin

Before you start integrating Authorize.net in Chargent with Salesforce, make sure you’ve completed the following steps:

Installing and Configuring Chargent

Before setting up your gateway, install the latest version of Chargent and configure your user permissions. Guides for these topics are available below to help you get started.

Installing and Updating Chargent
License Assignment (Production Only, not required for Sandbox)
Permission Assignment

Note: We always recommend installing and testing Chargent in a sandbox before installing it in your production environment.

Setting Up Your Test Environment

Before installing Chargent in production, we highly recommend installing and testing in a Salesforce sandbox. The following topics provide instructions for obtaining your test gateway credentials and creating a test Gateway record in Salesforce. Remember to refresh your sandbox beforehand to ensure that your sandbox is aligned with your production configurations.

Creating Your Authorize.net Sandbox Account

If you don’t already have Authorize.net credentials for testing, set up a sandbox account.

Using Your Authorize.net Sandbox Account

After you create your account, you’ll receive an email providing your Authorize.net sandbox login credentials. The default answer to the secret question from your Authorize.net sandbox account, “What is your Pet Name?” is “Simon.”

Always use your Authorize.net sandbox in “Live Mode” because it does not connect to the card networks. The purpose of an Authorize.net sandbox is for you to safely use it in “Live Mode” without fear of creating actual transactions. For more information, see What Is test mode and how do I turn It off and on?

Obtaining Your Authorize.net Sandbox Credentials

To verify your test gateway credentials in Salesforce, Chargent requires your Authorize.net sandbox API Login ID and Transaction Key. You can access your credentials by following these steps:

Log in to your Authorize.net sandbox account.
Click the Account tab.
Click API Credentials & Keys.
1. Your API Login ID will be displayed on the page.
2. Your Transaction Key will need to be generated by selecting the New Transaction Key radio button and clicking Submit. Your Transaction Key will only be displayed once, so ensure you save it now. If you lose this key, you will need to generate a new one and update your gateway credentials in Salesforce.

Creating Your Test Gateway in Chargent

Now that you have your credentials in hand, it’s time to create a gateway record in a Salesforce sandbox and verify your Authorize.net sandbox credentials.

Login to your Salesforce sandbox (partial, full, or developer sandboxes work).
Go to the App Launcher and click the Chargent app.
Click the Chargent Settings tab and choose the Setup Wizard subtab.
Click Yes when prompted, “Do you have a Payment Gateway account?”.
Select ‘Authorize.net’ from the list and click Continue.

Note: In your Salesforce sandbox instance, Chargent automatically sends your transactions to your gateway’s test endpoint URL to ensure you don’t accidentally send live transactions from your Salesforce sandbox environment.

If your testing process requires creating live transactions in your sandbox environment, see Running Live Transactions in Sandbox.

Enter your Authorize.net sandbox credentials, leaving the Endpoint Override field blank.
Click Sign In.
When you receive a message stating “Your credentials have been successfully verified!”, click Continue to complete the steps in the wizard.
- If you receive an error message in red, see the Checking Your Remote Site Settings section below or check out our troubleshooting tips.

The remaining choices in the Gateway Setup Wizard are determined by your specific use case. For more detailed information about the steps, see Gateway Setup Wizard.

Checking Your Remote Site Settings

The remote sites for your gateway should automatically activate when completing the Gateway Setup Wizard. If you encounter any issues connecting to Chargent using your gateway credentials, ensure they have been correctly activated in your org.

Click the gear icon at the top right and choose Setup.
Enter “remote” in the Quick Find box and choose Remote Site Settings.
Locate the following Remote Site names and make sure the “Active” box is selected:

- AuthNetAPI2
- AuthNetCIMAPI
- AuthNetTestAPI
- AuthNetTestCIMAPI

If the “Active” box is not selected, click Edit, select Active, and click Save.

Setting Up Your Direct Debit Network

Setting up your Direct Debit Network is optional but recommended. When you reach the Gateway Setup Wizard page labeled “Select the Payment Methods you accept,” select the Direct Debit Network for your region.

Authorize.net supports the ACH – US Direct Debit Network. Choosing the correct Direct Debit Network will allow you to accept Bank Account payments and display the correct Direct Debit Network fields in Chargent.

For more information, see Understanding Bank Account Payments.

Running Test Transactions

You can attempt your first test transaction after successfully creating your test gateway record. See Testing in Sandbox for instructions and best practices for testing. Every gateway has its own test payment methods and response codes. See the list below for information and resources specific to Authorize.net.

Testing Credit Card Transactions

Visit Authorize.net’s Testing Guide for a complete list of test credit card numbers. To quickly verify your integration, you can use the following test credit card numbers to ensure Chargent is appropriately configured:

Processing Network	Card Number	Expiration	CVC
Visa	4111111111111111	Any date in the future	Any 3-digit number
Mastercard	5424000000000015	Any date in the future	Any 3-digit number
American Express	370000000000002	Any date in the future	Any 4-digit number
Discover	6011000000000012	Any date in the future	Any 3-digit number

Testing Bank Account Transactions

To test bank account transactions in Salesforce using Authorize.net, use a valid routing number and any random number for bank account transactions. You can search for a valid routing number on The Federal Reserve Services website. We’ve included a sample test bank account number below so you can quickly verify your bank account transactions:

Routing Number	Account Number	Bank Name	Account Type
122000247	Any 10-digit number	Any bank name	Checking

Testing Response Codes

It’s important to test different gateway responses to ensure that your gateway is configured properly. The gateway’s response is stored on a transaction record (see the Response Code and Response Status fields) in Salesforce.

Every gateway has its own response codes. You can test response codes by inputting specific billing information, as noted in Authorize.net’s Testing Guide. For example, use the following zip code to simulate a declined transaction.

Zip Code	Response Code	Response Text
46282	2	This Transaction has been declined.

Running Live Transactions in Sandbox

It is not considered best practice to run live transactions in your sandbox environment. If you still wish to send live transactions from a Salesforce Sandbox as a final step in testing, see Authorize.net: Testing Live Transactions in a Salesforce Sandbox.

Going Live in Production

Once you’ve tested your gateway integration in a Salesforce Sandbox, you’re ready to move to production! See Moving from Sandbox to Production to learn how to migrate your Chargent configuration changes to your production Salesforce environment. After moving Chargent to production, see Testing in Production for best practices prior to going live.

Creating Your Authorize.net Live Account

In Authorize.net, live and test credentials are different. To process live transactions in Salesforce, you will need to register for a live Authorize.net account.

Creating Your Live Gateway Integration in Salesforce

So far, you’ve been using your test Authorize.net credentials and created a test gateway using the Test Transactions tab. Now, it’s time to click the Live Transactions tab and enter your live Authorize.net account credentials:

Log in to your production Salesforce org.
Go to the App Launcher and click the Chargent app.
Click the Chargent Settings tab and choose the Setup Wizard subtab.
Click Yes when prompted, “Do you have a Payment Gateway account?”.
Select ‘Authorize.net’ from the list and click Continue.
Click Live Transactions and enter your new live gateway credentials to process live transactions.

Click Sign In.
When you receive a message stating “Your credentials have been successfully verified!”, click Continue to complete the steps in the wizard. If you receive an error message in red, see our troubleshooting tips.

For more detailed information about these steps, see our documentation for the Gateway Setup Wizard.

Testing with Live Credentials in “Test Mode”

Next, you can use your live Authorize.net credentials rather than the test credentials but set Authorize.net to “Test” mode so the transactions sent will not be processed as real transactions. For more information, see What Is test mode and how do I turn It off and on?

Important: If you have other integrations or departments using your Authorize.net account, do not put the account into test mode. Instead, test with a real credit card and void it.

Log in to your Authorize.net live account.
Click Account and choose Settings to find the Test Mode link in the Security Settings area.
Move the slider to Test.

Run several test transactions using your live credentials in test mode.

When processing test transactions in Test Mode, Authorize.net returns a transaction ID of “0”. This means you cannot test follow-on transactions, such as credits or voids, while in Test Mode because the original transactions will not have the required Transaction IDs stored in the Gateway ID field in Chargent.

To test follow-on transactions, you can process a test transaction with any valid credit card number in live mode.

Running Live Transactions

After tests in the live environment are successful, you are ready for the final phase of testing: running live transactions.

Ensure Test mode is turned off by moving the slider back to Live in your Authorize.net live account.
You can now run live transactions using valid credit card numbers.

If you wish to test some live transactions, you can void them immediately after to prevent the transactions from settling. To do this, go to the transaction record in Salesforce and click Void.

If you do run live transactions as a test, we recommend making very low amounts to minimize any impact in the event you forget to void them.

Note: Live transactions will incur a per-transaction fee (around 30 cents, depending on your Authorize.net pricing). So, you may wish to limit the number of live transactions you run as tests.

To test gateway responses in the live environment, submit live transactions with the correct street address, zip code, and card code information to generate successful responses. Likewise, submit incorrect street address, zip code, and card code information to generate other responses. You can void successful transactions immediately to prevent live test transactions from being processed.

Congratulations! You have successfully integrated Salesforce and Authorize.net via the Chargent for Salesforce app. You can now process one-time or recurring credit card payments directly from Salesforce through Authorize.net.

Supported Features

All of Chargent’s gateway integrations support most of Chargent’s core features. Some features are reliant on support by the gateway itself. Chargent’s integration with Authorize.net includes, but is not limited to, the following features:

ACH Validation

Chargent’s Authorize.net integration 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 and routing numbers exist and that 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.

See our ACH Validation documentation for more information about implementing validation for your ACH transactions.

Address Verification System (AVS)

Chargent’s integration with Authorize.net supports Address Verification System (AVS), a technology used to prevent fraud by validating the ownership of a credit card using the billing address of a credit card and matching it with the data on file at the credit card issuing company.

Your AVS results are stored in Salesforce using the AVS Response Code field on your transaction record. For definitions, see Authorize.net’s AVS Responses.

For more information, see Authorize.net’s documentation or check out Address Verification Systems (AVS).

Currencies

The following currencies are supported when using our Authorize.net integration:

Only one currency can be set at a time. For more information about currencies in Chargent, see Understanding Currencies.

Data Levels

Data levels allow you to send more information with each transaction, ensuring the security and authenticity of the payment. Higher data levels translate to higher savings on transaction fees. The following levels of data are supported by Authorize.net using Chargent:

Level I
Level II

For more information about data levels, see Understanding Data Levels.

Duplicate Window Setting

Authorize.net’s duplicate window setting allows you to set a time frame, in seconds, for the gateway to search for duplicate transactions. To set this parameter, add the Duplicate Transaction Window field to your gateway page layout and enter the time frame in seconds in that field. Possible values are:

Empty. If the field does not contain a value, it is not set. The parameter isn’t sent, and Authorize.net will use the default setting of 120 seconds.
0. A value of zero disables the duplicate check.
1 – 28800 – time frame in seconds. 28800 seconds (8 hours) is the maximum time frame value. If a greater value is set, Authorize.net will fall back to 28800. 1800 is 30 minutes.

Payment Method Types

Below, we’ve listed the payment method types that are supported when using the Authorize.net gateway integration. For more information about payment methods supported by Chargent, see Payment Methods Supported.

Credit Card

Visa
Mastercard
Discover
American Express
JCB Card
Diners Club

For more information, see Understanding Credit Card Payments.

Bank Accounts

ACH – US (aka echeck or electronic check)

For more information, see Understanding Bank Account Payments.

Surcharging for Card Payments

Surcharging represents a growing trend in the payment industry, allowing you to pass your credit card fees on to your customers. Chargent has partnered with InterPayments, a leader in the surcharging space, to help you take control of your credit card fees and improve your Salesforce payment process.

To learn more, see Setting Up Surcharging.

Tokenization

Chargent supports Authorize.net’s Customer Information Management (CIM) feature for tokenization. Tokenization helps you decrease the scope of your PCI compliance and improve security by storing transaction data, such as credit card numbers and bank account numbers, on Authorize.net’s servers and not in Salesforce.

Chargent’s Authorize.net integration supports tokenization for the following payment method types:

Credit Card
Bank Account

The token returned by Authorize.net is stored in the Token field on the Chargent Order and the Tokenization field on the Transaction record in Salesforce. To learn more about using tokenization, see Understanding Tokenization.

Transaction Sync

Chargent sends charges and authorizations to the payment gateways, recording the result in a real-time transaction in Salesforce. Chargent also updates Salesforce records long after the initial transaction if, for example, ACH transactions are returned for non-sufficient funds (NSF) or credit card authorizations that expire.

The following list provides the different values that can occur when an ACH transaction settles in Authorize.net. Once the ACH transaction settles, it will no longer be updated when the Transaction Sync Batch runs.

couldnotvoid
communicationerror
declined
expired
failedreview
generalerror
refundsettledsuccessfully
settledsuccessfully
settlementerror
Voided

See Transaction Sync for more information.

Transaction Types

Chargent’s integration with Authorize.net supports the following transaction types:

Authorize
Capture
Partial Capture
Refund
Partial Refund
Void

For more information about Transaction Types, see Understanding Payments.

Field Mapping

Salesforce sends payment information to your gateway based on the field values in your Chargent Order records. The gateway stores the payment information as a transaction. Then the gateway sends a response to Salesforce, storing it in a Transaction record. Here are a few important examples of how the data is mapped between Salesforce and Authorize.net.

Chargent Field	Salesforce Object	Direction	Authorize.net Field
Gateway ID	Transaction	>	Transaction ID
Token*	Chargent Order	<	Customer Profile ID-Payment Profile
Invoice Number	Chargent Order	>	Invoice Number
Order Information	Chargent Order	>	Description
Billing First Name / Billing Last Name	Chargent Order	>	Name
Billing Company	Chargent Order	>	Company
Billing Address / Billing Address 2	Chargent Order	>	Address
Billing State / Province	Chargent Order	>	State / Province
Billing Zip Code / Postal Code	Chargent Order	>	Zip Code
Billing Country	Chargent Order	>	Country
Billing Phone Number	Chargent Order	>	Phone
Billing Fax Number	Chargent Order	>	Fax
Billing Email Address	Chargent Order	>	Email
Tax	Chargent Order	>	Tax
Shipping	Chargent Order	>	Freight
Batch ID**	Transaction	<	Batch ID

*The Token field on the Chargent Order combines the Customer Profile ID and the Payment Profile, separated with a dash. For example, a Token equaling 916443511-915933853 can be derived from the following Customer Profile in Authorize.net.

**The Batch ID field is not unique and reflects all transactions processed in the same batch. Support for the Batch ID field was added in Chargent version 7.85. Please ensure that you are on Chargent v7.85 or higher to see this field. To find out what version you’re on, check out What version of Chargent am I on? You may need to add this field to your Page Layout.

If you want to learn more about using Authorize.net’s fields programmatically, see Authorize.net’s developer website.

Gateway Response Codes

The Reason Code field on a Transaction record stores a response code provided by Authorize.net. To learn more about a specific response code, see Authorize.net’s Transaction Response Codes and search for the specific code you’d like more information on.

To review gateway responses in Salesforce, go to the transaction record in Chargent and examine the following field values:

Transaction Field Name	Description
Response Status	The state of the transaction, such as “Approved,” “Declined,” or “Error” received from the payment gateway.
Reason Code	The code provided by the gateway, indicating why the transaction was successful or not. Authorize.net stores a code of 1 for successful transactions.
Gateway ID	Corresponds to the transaction ID in the gateway. Use this field to reconcile your Salesforce transaction records with your gateway’s transaction records.
Gateway Response	Contains the entire message received from the gateway, stored in the Salesforce transaction record. This field is helpful when troubleshooting your transactions.

Troubleshooting

If you are having trouble connecting to your gateway, we recommend starting with these troubleshooting steps. To understand how to handle error response codes returned by Authorize.net, see General Error Transaction Troubleshooting.

For additional troubleshooting tips or frequently asked questions about Authorize.net, check out Chargent’s knowledge base articles.

Getting Help

Contacting Authorize.net Support

Authorize.net has many support channels. Visit How do I contact Authorize.net? to choose the one that best suits your needs. You can also contact them by phone at 1-888-323-4289.

Contacting Chargent Support

Contact our support team if you encounter any Chargent issues with your implementation.

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

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

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

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

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 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

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

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

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 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

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

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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

Kate G, February 2023

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