Chargent Documentation

Chargent Gateway Connector for Salesforce Billing

Step 1: Package Installation

Salesforce Billing Package is version Summer '19 220.7 or later must be installed

Prerequisites:

• Salesforce CPQ 222.2, or later must be installed.
• Salesforce Billing, Version Summer '19 220.7 or later must be installed.
• Consumption Schedule must be enabled. Contact Salesforce support for enablement if needed.

Installation Links

https://www.appfrontier.com/connector-installation.html

Step 2: Salesforce Organization Setup

Add Gateway Type

In order to add Chargent gateways to your Salesforce Billing setup, you will first need to create a new Gateway Type in the Global Value set.

1. Navigate to Salesforce Setup



2. In the search box type “Picklist Value Sets” and select it
3. Find the “Gateway Type” value set
4. Click On the “Gateway Type” label



5. Click “New” under values
6. Type “Chargent Gateway” in the text box - exclude the quotes
7. Check the box that reads “Add the new picklist values to all Record Types that use this Global Value Set.”
8. Click the [Save] button

Permission Set Assignment

Assign the “Chargent Gateway Admin” permission set to users who will set up and / or edit the Gateway records. Typically, it is advised to only provide this permission to Admin users.

1. Navigate to Salesforce Setup



2. In the search box type “Permission Sets”
3. Click on “Permission Sets”
4. Click on “Chargent Gateway Admin”
5. Click the [Manage Assignments] button near the top of the screen
6. Click the [Add Assignments] button



NOTE: If you wish to limit the users list to admins only, click on “Admin Users” from the “View” picklist.



7. Check the box next to users you with to grant access, then click the [Assign] button.

Add Chargent Gateway to Custom Setting

1. Navigate to Salesforce Setup
2. In the search box type “Custom Settings”
3. Click “Custom Settings”
4. Next to Payment Gateway Config click “Manage”



5. Click the [New] button
6. Complete the Fields:
1. Name
   i. Chargent Gateway
2. Gateway Class Name
   i. ChrgntBllng.ChargentGatewayAPI



7. Click the [Save] button

Update the Payment Gateway Page Layout

To add the “Chargent Gateway” field to the Payment Gateway Layout, follow these steps:

1. From the Salesforce Setup page, click the “Object Manager” tab
2. Click on “Page Layouts” in the left-side menu
3. Click “Payment Gateway Layout”
4. From the “Fields” section of the palette, drag the “Chargent Gateway” field (ChrgntBllng__Chargent_Gateway__c) onto the Payment Gateway layout



5. Click the [Save] button

If you wish to instead assign the Chargent Gateway Layout to the appropriate profiles, follow these steps:

1. From the Salesforce Setup page, click on the “Object Manager” tab
2. Click on “Payment Gateway”
3. Click on “Page Layouts” in the left-side menu
4. Click the [Page Layout Assignment] button
5. Click the [Edit Assignments] button
6. Select the appropriate profiles (those you wish to use for this feature). Hold the CTRL button while clicking to choose multiple profiles



7. From the “Page Layout to Use” picklist, choose “Chargent Gateway Layout”
8. Click the [Save] button

Step 3: Setup Your Chargent Gateway Record

1. Click the App Launcher icon at the top-left of the screen
2. Search for and click on “Chargent Settings”
3. Click the “Chargent Setup Wizard” tab
4. Choose your payment gateway from the picklist
5. Enter your payment gateway credentials, then click the [Sign In] button
6. Choose whether to enable Tokenization. (We highly recommend enabling it in order to protect yours and your customers’ data.)
7. Select the Currency Types you plan to accept, then click the [Continue] button
8. Select the Payment Methods you plan to accept, then click the [Continue] button

Step 4: Salesforce Billing Payment Gateway Setup

1. Click the App Launcher icon at the top-left of the screen
2. Search for “Payment Gateways,” then click on “Payment Gateways”
3. Click the [New] button
4. Complete the following fields:
• Payment Gateway Name - Select Test or Live and be sure to enter the credentials that apply to the correct account type.
• Check the Active box
• Check the Default (Based on your requirements)
• Gateway Type should be Chargent Gateway (See organization setup above if not present)
• Chargent Gateway - Lookup to the Chargent Gateway record you created in the previous step
5. Click the [Save] button

Default Currency:

Chargent is automatically defaulted to United States Dollar when you install the Billing Connector with our Base (Gateway) Package. If you are using Salesforce Billing Connector and need a different currency set, you will need to update the Settings manually since Salesforce Billing Connector doesn't require the package containing Chargent Settings.

To Change the Default Currency:

1. Click the Gear icon and select Setup
2. In the Quick Find search and select Custom Settings
3. Next to Chargent Settings click Manage
   
   
   
   
4. Click Edit
5. Under Default Currency change ‘United States dollar’ to the currency you want as default.
   
   
   
   
6. Click [Save]

Process Payments Using Your Gateway of Choice

Once the above is completed, the gateway setup can be used according to the documentation for Payment Gateway usage provided by Salesforce Billing. Salesforce provides great documentation for taking payments! Click here to see these docs.

You can use the Payment Virtual Terminal on Invoices, the Payment Scheduler, or any other Salesforce Billing feature where a payment can be taken.

Payment Methods Supported

Cards (Credit/Debit/Prepaid/Procurement)

Chargent Gateways Connector will support all cards supported by your payment gateway and payment processor.

Tokenization

Tokenization can be used for both cards and bank drafts (ACH/eCheck/EFT/Direct Debit).

Bank Account Tokenization

When creating a new bank payment method (direct debit/EFT/ACH) via the “New Payment Method” button in Salesforce Billing, the payment method will not immediately be tokenized. Only once a payment is made using that payment method, will Chargent perform the tokenization, if enabled.

Support and Assistance

Hours: Monday - Friday 5:00am - 5:00pm Pacific Time
Knowledge Base & Web: https://www.appfrontier.com/contact.html
US Phone: +1-415-275-1115 Ext. 2
AUS Phone: +61 02 8311 0438 Ext. 2
Email: support@appfrontier.com

We are always here to help!

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

• Visit Website
• AppExchange Listing
• Product Information

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.





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

2. 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




3. 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.

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

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.

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 Chargent’s Form Assembly documentation page for more information.

Chargent New Voice Media Integration

Description

Chargent's New Voice Media Integration will support the ability to pause call recording when opening the Chargent Payment Console and resume recording when the payment console is closed.

Additionally, and API method is provided that can be called by developers to pause and resume recording.

Configuration

1. Ensure that the New Voice Media Salesforce package is installed and properly configured
2. Navigate to the Chargent Settings Tab
3. Click on “New Voice Media” option
1. If you do not see this tab and the NVM package is installed, then you will need to reach out to Appfrontier to have this feature enabled
   
   



4. Select the region for your Call Center





5. Enter authentication credentials if not already authorized a. Click Authenticate





6. Once authenticated, the ability to enable or disable the “Pause Recording API” will be presented.


• Enable to pause recording when payment console is opened
• Disable to allow recording when payment console is opened

Considerations

1. Multiple regions can be configured. The region used by the API is determined by the call center the salesforce user has been assigned.


2. In order to resume recording the Payment Console MUST be closed using the “Close” or “Back to Record” buttons. Closing the Payment Console by clicking on the upper right X will not resume recording