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Chargent Documentation


Chargent API & Integrations

Development using Chargent’s API requires existing customers to be on Chargent’s Platform Edition or above. Full API documentation is available by request for customers who meet those requirements.


Chargent has an extensive, PCI compliant API for web site integrations. These web services are available as an extension to the standard SOAP API that Salesforce offers, so they can be called in the same way that you interact with other parts of the Salesforce API.

You can also call Chargent methods directly from inside Salesforce, without a user initiating them in the normal manner, such as from a customized Visualforce interface.

The Chargent web services API requires a Chargent Platform edition license. Please contact us for complete documentation and details.

Chargent's API allows you to programmatically call the following actions:

  • Charge
  • Charge Authorized
  • Authorize
  • Refund
  • Void
  • Register Token
  • Generate Payment Request
  • Parse payment result message and status

For complete information regarding Chargents API please check out our online Developer documentation page.

Breadwinner and QuickBooks

Breadwinner integrates Salesforce CRM with QuickBooks Online accounting, creating a powerful and agile system that turbo-charges your business. Sales teams work faster, invoices are paid quicker, finance departments increase efficiency, and management has vital information at their fingertips. Breadwinner has a custom connector for Chargent to enable syncing of invoices and payment status between the 2 systems. Learn more at Breadwinner.com

Additional Resources


Accounting Seed

Chargent has a pre-built integration with the popular Accounting Seed accounting software, where successful charge and refund transactions in Chargent automatically create corresponding Cash Receipt and Cash Disbursement records in Accounting Seed.

Check a single box in a Chargent Gateway record, and transactions in Chargent will automatically create records related to that Account in Accounting Seed. You can then apply the Cash Receipts or Cash Disbursement records to the account that was billed without any additional data entry in Accounting Seed.

  • Approved transactions in Chargent will automatically create a Cash Receipt in Accounting Seed

  • Approved Refund transactions in Chargent will automatically create a Cash Disbursement Batch with a single Cash Disbursement in Accounting Seed Implementation

Setting up Chargent’s integration with Accounting Seed is quick and easy.

  1. Check the “Accounting Seed Integration” checkbox in gateway record to activate the integration. If you have multiple active gateway records be sure to select the checkbox for each of them.

  2. accounting

    NOTE: Both Chargent and Accounting Seed have an object called “Transactions”, so be sure to choose the Chargent one.

  3. Add “Cash Receipt” and the “Cash Disbursement” fields to the Page Layout
    • Click the gear icon and select Setup
    • Under Objects and Fields select Object Manager
    • Select the Chargent ‘Transaction’ object
    • Choose Page Layouts and click the name of the Layout you want to update
    • Drag the fields into the page layout
    • Click Save

    trx

  4. Refer to the Accounting Seed documentation for information on how to apply Cash Receipts and Cash Disbursements to your Accounting Seed Accounts and Billings.



Additional Information

Account Lookup
All Cash Receipts and Cash Disbursements need to be related to an Account in Salesforce. For this reason, we have added an Account lookup field to the Chargent Orders custom object in Salesforce, though you may have configured it to have lookup or Master­Detail relationships with other objects.

Relating Transactions
For each Chargent transaction, the 15 digit Salesforce record ID of the corresponding Cash Receipt or Cash Disbursement is saved in the Cash Receipt or Cash Disbursement field on the Chargent Transaction record.

To quickly view the Cash Disbursement or Cash Receipt, just copy and paste that value into your browser bar after the Salesforce URL.

transactions

Voids
While approved Charge transactions create a Cash Receipt in Accounting Seed, and approved Refund transactions create a Cash Disbursement in Accounting Seed, if you Void a transaction in Chargent (similar to a refund but done before the daily batch settles), generally you should simply delete the related cash receipt that was created when the Charge first went through.

Security
The integration between Chargent and Accounting Seed takes place entirely inside of Salesforce, as both applications are 100% Salesforce native. There is no transmission of data outside of your Salesforce org (other than the initial call out between Chargent and your payment gateway to initiate a transaction.) .

Integration Detail: Cash Receipts
The integration between Chargent and Accounting Seed creates a Cash Receipt in Accounting Seed for every transaction in Chargent where Type = Charge and Response Status = Approved. The Chargent Gateway ID is mapped to the Accounting Seed Payment Reference field, and the Chargent Gateway Date is mapped to the Accounting Seed Receipt Date field

cash

Integration Details: Cash Disbursements
The integration between Chargent and Accounting Seed creates a Cash Disbursement Batch with a single Cash Disbursement in Accounting Seed for every transaction in Chargent where Type = Refund and Response Status = Approved. The Chargent Gateway ID is mapped to the Accounting Seed Reference field, as well as being used to name the Cash Disbursement Batch in the format of Credit Card Refund#{Gateway ID}. The Accounting Seed Vendor field is a lookup to the Salesforce Account, since all Cash Disbursements need to be associated with an Account.

disbursement

Check out our Demo Video on Chargent and Accounting Seed



FormAssembly

With FormAssembly's new Chargent integration, you can now integrate your credit card payment forms with Salesforce. Create donation forms, event reservations, order forms, appointment bookings, and much more. Please visit FormAssembly's Chargent Connector page for more information.

Salesforce Communities

Chargent can be used with Salesforce Customer Communities and Partner Communities, as well as the legacy Customer Portal and Partner Portal products. Empower your customers and partners to make payments, update billing information, view invoices and more. Please see our guide to Enabling Payments in Salesforce Customer Communities and Partner Portals

Check out our Demo of Chargent for Salesforce Communities



Payment Gateway Integrations

Chargent includes ready-to-go integrations to more than 30 payment gateway integrations. Choose from Authorize.net, CyberSource, Stripe, Paypal Payflow Pro, NMI, Merchant e-Solutions, and more. You can even connect to multiple payment gateways simultaneously with Chargent, to support different business units or currencies.

For more information on Chargent’s Payment Gateway integrations, please see our Gateways page.