Paya and Salesforce - Chargent by AppFrontier

Integrating Paya and Salesforce using Chargent

Chargent Payment Processing for Salesforce is the leading payments application available on the Salesforce AppExchange. This guide shows you how you can easily connect the Paya Direct Payment Gateway (formerly known as Sage Exchange/Sage Payments) to Salesforce using Chargent. Chargent allows you to charge credit cards and ACH transactions directly from within Salesforce.

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Create a Paya Account
- Convert Your Paya Account for Testing
Install and Configure Chargent
- Verify Your Gateway Credentials
Test Your Integration

Features Supported via Paya Integration
Response Codes
Field Mapping

Create a Paya Account

If you don’t already have a Paya Virtual Terminal Account, contact your Paya sales representative or submit a ticket with Paya to create one.

For more information, visit How to access a Virtual Terminal Account.

Once you’ve activated your Paya Virtual Terminal Account, you can login here.

Convert Your Paya Account for Testing

Before processing any live transactions, you should test your integration using test transactions. To test your transactions, you must convert your Virtual Terminal Account into a testing environment.

Log in to your Paya Virtual Terminal Account.
From the Home tab, scroll down to the Account Overview section and click Switch under Mode.
Click Confirm.

For more information, see How do I switch my Virtual Terminal Account into a Testing Environment?

Note: No live transactions will be processed in Test Mode. Be sure to switch back to Production mode after testing is completed.

Visit Paya’s Support Documentation to learn more about your Paya account.

Install and Configure Chargent

Install and Configure Chargent according to the step-by-step Installation and Setup Guide.

Note: Our Paya integration requires Chargent version 7.15 or later. Visit our Package Installation Manager (PIM) to ensure you are fully updated.

We always recommend testing any updates in a Sandbox before updating your Production environment.

Verify Your Gateway Credentials

During the setup process, you must create a Gateway record and verify your Paya credentials using the Gateway Setup Wizard.

Initially, we recommend creating a gateway specifically for testing. If you are in the testing phase, select the ‘Test Transactions’ tab when verifying your credentials.

Merchant ID (MID)
Merchant Key

For more information about the Gateway Setup Wizard, including troubleshooting tips, visit our Gateway Setup Wizard documentation.

Note: Paya can only be used with Chargent-approved Merchant IDs (MIDs) in a Production Salesforce Org. In Sandbox, any MID can be used for testing. Please Contact us if you have any questions about approved MIDs.

Test Your Integration

After completing the Installation and Setup Guide, follow our Testing Chargent Guide. Use Paya’s test credit cards, test account numbers, and test response codes to ensure that your gateway is integrated correctly before going live.

Test Credit Card Numbers

The following credit card information can be used to test your credit card transactions:

Test Card Type	Test Card Number
VISA	4111111111111111 4012000033330026 4005519200000004 4788250000028291 4005550000000010
Mastercard	5499740000000057 5424180279791732 5405980000008303 5454545454545454 5424180279791760
Discover	6011000993026909 6011000993043615 6011000991300009 6011000995500000 6011000993010970
American Express	371449635392376 373731623811006 371449635398431 3566002020140006 373953244361001

For more information, see Paya’s complete List of Test Credit Card Numbers.

Test Account Numbers for ACH

The following account number can be used to test your ACH transactions:

Field	Value
Routing Number	056008849
Account Number	12345678901234
Bank Account Type	Checking or Savings

For more information, visit Test Account Numbers for the Virtual Check/EFT/ACH.

Testing Response Codes

It is important to test for various response codes to ensure that your transactions are processed as expected. To generate specific response codes and AVS responses, the transaction amount can be used to generate specific response messages. See the table below for test transaction amounts and their associated response codes.

Amount	Response Code	AVS Response Code	Response Message
$1.00	000001	“”	APPROVED
$2.00	000002	“”	DECLINED
$3.00	000003	“”	APPROVED
$4.00	000004	“”	DECLINED
$5.00	000005	“”	DECLINED
$6.00	000006	X	APPROVED
$7.00	000007	Y	APPROVED
$8.00	000008	A	APPROVED
$9.00	000009	Z	APPROVED
$10.00	000010	N	APPROVED
$16.00	999999	“”	UNABLE TO PROCESS

To learn more about Paya’s response codes, visit the Response Codes section of this guide.

Sending Live Transactions from a Sandbox

After you have completed basic testing with a Developer or Sandbox account, it is critical to test with live transactions prior to rolling out in a Production environment.

When Chargent is installed in a Salesforce Sandbox, transactions are sent to the payment gateway’s test/sandbox/development environment, regardless of whether or not Chargent’s Test Endpoint checkbox is checked. This is a security precaution to prevent real transactions from accidentally being sent from a Salesforce Sandbox.

There is a workaround, however, for when you want to run real credit card transactions at the end of your testing, prior to going live. For more information, visit Testing Live Transactions in a Sandbox.

Enter the following production endpoint URL into the Endpoint Override field after you have reviewed the above resources:

```
https://api.sagepayments.com
```

Features Supported via Paya Integration

Chargent’s Paya Gateway Integration supports many types of card network transactions, providing you with multiple options when it comes to taking payments in Salesforce.

Payment Methods

The following Payment Methods are supported in our Paya integration:

Credit Card
ACH (Automated Clearing House)

For more information about the difference between Credit Card and ACH payments, visit ACH Payments versus Credit Cards.

Transaction Types

Our Paya Gateway Integration supports the following transaction types:

Currencies

Our Paya integration currently supports the United States Dollar (USD) .

Tokenization

Tokenization is supported for both credit card and ACH transactions via our Paya integration. To learn more about why we recommend tokenization, visit Salesforce Tokenization.

Address Verification System (AVS)

Paya includes Address Verification System (AVS), a system used to prevent fraud and validate the ownership of a credit card by checking the billing address of a credit card with the data on file at the credit card issuing company.

You can change the AVS Settings for your Paya Account by visiting How to change the Address Verification (AVS) Settings in Paya Exchange.

Response Codes

Response codes are saved in the Reason Code field of Transaction records in Salesforce. A response code is specific to your gateway provider and explains why a transaction was successful, declined, or encountered an error. Use the Reason Code field, along with the Gateway Response field, to troubleshoot your transactions.

For a list of Paya’s response codes and their description, please see Paya’s Decline Codes.

Paya also provides codes related to Address Verification System (AVS). AVS codes are saved in the AVS Response Code field of Transaction records in Salesforce. See Paya’s MasterCard and Discover AVS Codes for more information.

Field Mapping

These are a few of the most relevant field mappings between Chargent and Paya.

Salesforce Field Label	Field Type	Paya Field Label
Merchant ID	String	Merchant ID
Merchant Security Key	String	Merchant Key
Invoice Number	String	OrderNumber
Token	String	Authorization Token
Gateway ID	String	Transaction ID

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

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

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

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

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

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

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

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

Kate G, February 2023

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

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

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

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

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

Amy K, October, 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 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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Integrating Paya and Salesforce using Chargent

Table of Contents

Create a Paya Account

Convert Your Paya Account for Testing

Install and Configure Chargent

Verify Your Gateway Credentials

Test Your Integration

Test Credit Card Numbers

Test Account Numbers for ACH

Testing Response Codes

Sending Live Transactions from a Sandbox

Features Supported via Paya Integration

Payment Methods

Transaction Types

Currencies

Tokenization

Address Verification System (AVS)

Response Codes

Field Mapping

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