After installing Chargent and assigning licenses and permissions to your users, the next step is configuring your payment gateway. Chargent integrates with over 30 payment gateways. Your payment gateway handles all transactions through Salesforce. For a list of our supported gateways, visit the Salesforce Payment Gateways page.
If you’re unsure what payment gateway to use, please contact us; we are happy to help you determine which gateway will best suit your needs.
Before You Begin #
To set up your payment gateway within Chargent, you’ll need the following information:
- The name of the payment gateway you will be using.
- Are you using test login or live login credentials?
- For more information, visit Testing Chargent.
- Will you be using Tokenization (recommended)?
- What currency/currencies will you be using?
- Will you be using the Payment Console (Platform Edition and above)?
- Which payment methods will you be accepting (such as Visa, Mastercard)?
- Will you be doing bank debit transactions?
- Will you be doing subscription/recurring billing?
Gateway-Specific Guides #
If you already know what gateway you’ll be using, check out our Gateway-Specific Guides for information and setup instructions related to your gateway provider.
Introducing the Gateway Setup Wizard #
Chargent simplifies the configuration of your payment gateway via a Gateway Setup Wizard that walks you through each step of the process. To learn more about the Gateway Setup Wizard, including any possible errors you might encounter, visit our Gateway Setup Wizard page.
Gateway Emulation #
Multi-Gateway Support #
Chargent supports multiple active gateways. If only one gateway is active, it will be used for each payment transaction. When multiple gateways are active, populate the Gateway lookup field with the desired gateway record for each Chargent Order record.
Many customers use Chargent’s multiple gateway functionality to keep payments for different business entities separate while using a single Salesforce account or for supporting multiple geographies/currencies that might require multiple payment gateways.
Gateway Fields #
To learn more about the fields on the Gateway object, visit our Gateway Fields page.
ACH Validation #
Chargent has the ability to validate US bank accounts on the Automated Clearing House (ACH) network before attempting a transaction. This feature satisfies NACHA’s new mandate – Supplementing Fraud Detection Standards for Web Debits and is recommended for all customers that process ACH payments. ACH Validation is not available for all gateways. For more information, visit our ACH Validation page.