Paysafe and Salesforce - Chargent by AppFrontier

Integrating Paysafe and Salesforce Using Chargent

Overview
Your Paysafe Sandbox Account
Add a Paysafe Gateway record in Salesforce using Chargent’s Gateway Wizard.
Testing using Chargent Anywhere
Paysafe Test Credit Cards and Bank Numbers
Sending Live Transactions from a Salesforce Sandbox
Moving to Production

Overview

Paysafe, formerly known as Optimal Payments Netbanx, offers a full suite of credit and debit card functionality to meet all your card-processing needs. With a single integration you can process a complete range of card requests, including authorizations, purchases, settlements, refunds, card verification, and more.

Chargent has many features to offer, including automating and streamlining Salesforce payment processes, easy subscription management, click-to-charge buttons, payment request emails, and more.

All card payment requests are protected by Paysafe’s airtight risk and fraud management services.

Connect Paysafe and Salesforce with Chargent

See all Paysafe transactions, manage refunds, send payment links and more, all inside Salesforce with Chargent, the top rated payments app on the Salesforce AppExchange.

Not yet a Chargent customer?

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Your Paysafe Sandbox Account

The first task is to get a sandbox / test account from Paysafe so that you can run test transactions from Salesforce. To being the process for obtaining a sandbox account, complete the form on the sign up page.

You will be walked through 5 steps when signing up.

First and Last Name
Business Email Address
Phone Number
Company Name, Website, and Country
Processing Volume

In the welcome email you receive from Paysafe you will receive the following information.

Merchant Account ID
Temporary Password
Store ID

Click the link in the email to go to the test login page:

Need help? Contact Paysafe through the options given on their Support page.

Permanent password

On your first successful login, you’ll get a prompt to enter a permanent password of your own choosing. Take note of any restrictions on the required strength of the password.

NOTE: You must get each of these gateway credentials from Paysafe before moving on to the steps in the next section, Configuring Salesforce for Paysafe Integration.

Prior to setting up Paysafe in Salesforce

Once you have your Merchant Account ID, Store ID and Store Password from Paysafe you can install and configure Chargent.

Prior to following the steps in this guide, Chargent should be installed in your Salesforce org and licenses assigned. If you have not yet installed, a 30 day free trial is available on our Installation Page.

Add a Paysafe Gateway record in Salesforce using Chargent’s Gateway Wizard.

Click on the App Launcher on the top left side in Salesforce.
Select Chargent as the App
Select the Chargent Settings Tab
Choose Setup Wizard
Do you have a Payment Gateway account – Select Yes
Select [Gateway Name] as your Payment gateway
Select Test Transactions for testing or Live Transactions if you are looking to process real time payments.
Follow the prompts to configure your gateway.

You will need the following information:

Add your credentials based on your Sandbox (Test) or Production Live Paysafe account.
- Merchant Account Number
- Store ID
- Store Password

Feature Setup

Will you be using tokenization? (recommended)
What currency do you want to accept? (United States Dollar, Canadian Dollar, Euro, etc…)
Do you want to enable Payment Console (premium feature) – This will send a request to request an activation key.
What payment methods will you be accepting? Here you will select the types of credit cards you want to accept (Visa, Mastercard, Discover, etc…).
Note: Paysafe does not allow for Bank Account transactions (ACH, Direct Debit). You want to make sure both Bank Account Network and ACH Validation is disabled.
Setup Payment Console
Will you be using recurring, scheduled, or installment payments?
Set the batch time (Chargent recommends 3am)

Testing the Integration

Testing using Chargent Anywhere

Testing with Payment Console

To test using the Payment Console, you want to navigate to any record in your Sandbox that has the Chargent Anywhere Component enabled.

Click the [Payment Console] button
If you are using multiple gateways select your gateway from the dropdown otherwise continue to step 3
Enter all the Billing Information and click [Next]
Enter in a test credit card number, expiration date, and CVC code based on the Paysafe Test Credit Cards below.
Click the [Charge] button.

You should receive a green box showing Approved.

Testing using Payment Request

To test using a Payment Request you want to be sure you have the Chargent Payment Request feature set up as outlined in our documentation.

Click the [Send Payment Request] button
If you have multiple Payment Request templates set up you will first choose what template you want to use.
Enter an email address where you want to send the test Payment Request along with any amount.
Enter a Contact name (Optional)
Click the [Send Request] button

When you receive the email, click the secure link for the Payment Request. Use one of Paysafe credit cards to complete the payform and submit the payment.

You should receive a green box confirmation

Sending Live Transactions from a Salesforce Sandbox

When Chargent is installed in a Salesforce Sandbox, transactions are always sent to the payment gateway’s test / sandbox / development environment, regardless of whether Chargent’s Test Endpoint checkbox is checked. This is done as a security precaution, to prevent real transactions from being accidentally sent from a Salesforce Sandbox.

When Chargent is installed in a production or developer Salesforce org, the Test Endpoint checkbox on the Gateway record will select between sending to the payment gateway’s live and test environments. (There are a few exceptions, such as Stripe, which has a single endpoint to send transactions to, and different credentials for live versus test transactions).

If you wish to send live transactions from a Salesforce Sandbox, as a final step in testing, simply use Chargent’s Endpoint Override field on the Gateway record, and enter the production endpoint of your chosen gateway there.

Here is the production endpoint URL for Chargent’s integration with Paysafe:

https://webservices.optimalpayments.com/creditcardWS/CreditCardServlet/v1

Note that the full endpoint URL must be entered in the Endpoint Override field, and the domain must be present in the Remote Site Settings (for standard Chargent integrations it should be already present).

Paysafe Test Credit Cards

See the Paysafe Credit Card Response page to see which codes will generate various approved and declined transactions for each credit card type. You can trigger an error by varying the numbers in the cents value in the Charge Amount field. For example, a charge amount of $2.34 will cause an Error 3015 response code.

Card Type	Card Number	3D Secure Enabled	Issuing Country
Visa	4530910000012345	X	CA
Visa	4510150000000321	X	CA
Visa	4500030000000004	YES	CA
Visa	4003440000000007	YES	CA
Visa	4515031000000005	YES	CA
Visa	4538261230000003	YES	CA
Visa	4037112233000001	X	US
Visa	4037111111000000	YES	US
Visa	4107857757053670	YES	UK
Visa Debit	4724090000000008	X	CA
Visa Debit	4835641100110000	YES	CA
Visa Debit	4900880000000008	YES	US
Visa Debit	4900770000000001	X	US
Visa Debit	4206720389883775	YES	UK
Visa Debit	4206720389883775	YES	UK
Visa Electron	4917480000000008	X	UK
Visa Electron	4917484589897107	X	UK
Mastercard	5191330000004415	X	CA
Mastercard	5457490000008763	X	CA
Mastercard	5411420000000002	YES	CA
Mastercard	5258110000000005	YES	CA
Mastercard	5192810000000009	YES	CA
Mastercard	5100400000000000	X	US
Mastercard	5200400000000009	YES	US
Mastercard	5186750368967720	YES	UK
Mastercard Debit (Maestro)	6277411477100000	YES	CA
Mastercard Debit (Maestro)	6277411477200002	X	CA
Mastercard Debit (Maestro)	5036150000001115	X	US
Mastercard Debit (Maestro)	5036160000001114	YES	US
Mastercard Debit (Maestro)	5573560100022200	YES	UK
Mastercard Debit (Maestro)	6759950000000162	X	UK
American Express	373511000000005	X	CA
American Express	373522010100107	YES	CA
American Express	370123456789017	X	US
American Express	370123456789116	YES	US
American Express	375529360131002	X	Ireland
Discover	6011234567890123	X	US
JCB	3569990000000009	X	Japan

A record is created for each error and each successful transaction, and this record contains the response messages and details that are sent back from Paysafe. Click on Related to see the transactions associated with the Chargent Order.

We recommend additional testing prior to going live, as well as running a few live transactions prior to launch test and live Paysafe environments are not always the same/

Congratulations! You are now up and running with Paysafe in Salesforce!

For additional details on testing and validating your Paysafe Salesforce integration, please see the additional sections below.

Sending Live Transactions from a Salesforce Sandbox

When Chargent is installed in a Salesforce Sandbox, transactions are typically sent to the payment gateway’s test / sandbox / development environment, regardless of whether Chargent’s Test Endpoint checkbox is checked. This is done as a security precaution, to prevent real transactions from being accidentally sent from a Salesforce Sandbox.

When Chargent is installed in a production or developer Salesforce org, checking the Test Endpoint checkbox on the Gateway record will route transactions to the test environments provided by the gateway.

Note: Some gateways use the same endpoint for live and test environments. For these gateways, the Chargent application does not prevent live transaction processing. As such, it is best practice to deactivate your live gateway records in orgs used for testing.

If you wish to send live transactions from a Salesforce Sandbox, as a final step in testing, simply use Chargent’s Endpoint Override field on the Gateway record, and enter the production endpoint of your chosen gateway there.

Here is the production endpoint URL for Chargent’s integration with Paysafe:

https://webservices.optimalpayments.com/creditcardWS/CreditCardServlet/v1

Understanding Transactions

When a transaction occurs between Chargent and the Paysafe gateway, a new transaction record is created in Salesforce. The listing of transactions can be found under the Related tab on the Chargent Order page. See the figure above.

On the Related tab, click a Transaction ID link to see the details, as shown in the figure below. This transaction record contains the entire set of data that Paysafe sends in its response, including transaction Type (Charge, Authorize, Refund or Void), the Response Status (Approved, Declined, Error), and any related approval or error messages.

The Gateway ID in the Chargent Transaction record in Salesforce will correspond to the Txn ID and Conf. No. in Paysafe Netbanx, for purposes of reconciliation.

Verifying Transactions in the Paysafe Dashboard

You can compare the transaction records in Salesforce with the records in your Paysafe dashboard. Login to the Paysafe test portal and click the Account Statements link at the top. See the figure below.

Set the Start Date and End Date and click the [Generate] button.

Locate the transaction of interest in the listing, and click anywhere on the transaction row to see all details for that transaction.

Moving to Production

This section contains the procedure for configuring the integration in a production system.

Get your Production Credentials

Production account: You’ll also need to register for a production account. When you’re ready, use the contact information in the enrollment email messages to work with Paysafe Support and obtain the same set of credentials (Account Number, Store ID, Store Password) for your production account.

NOTE: It’s important that you do not proceed here until the testing procedure described in Testing the Integration is successful.Follow these steps to configure the production integration in Salesforce:

First, obtain the production credentials for the Paysafe production gateway account—similar to the method given for sandbox credentials in Obtain a Paysafe Sandbox Account.
Repeat the steps in the Configuring Salesforce for Paysafe Integration section above, but substitute the production credentials.
- Add a Paysafe Gateway record in Salesforce using Chargent’s Gateway Wizard
- Add a Paysafe Gateway record versions prior to v5.40
Repeat the steps in the Testing the Paysafe Integration section above with respect to the SalesForce production environment, using the production credentials.
Be sure to successfully transmit at least one real credit card transaction using company or personal accounts. We recommend that you submit a transaction with a very small amount and then void that transaction afterwards. This ensures that the system works with your production credentials.

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 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

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

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

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

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

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 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

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

Amy K, October, 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

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

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

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

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 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

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

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 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

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

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

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

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

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

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

Kate G, February 2023

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 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

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

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

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

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 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

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

Integrating Paysafe and Salesforce Using Chargent

Overview

Connect Paysafe and Salesforce with Chargent

Not yet a Chargent customer?

Your Paysafe Sandbox Account

Permanent password

Prior to setting up Paysafe in Salesforce

Feature Setup

Testing the Integration

Testing using Chargent Anywhere

Testing with Payment Console

Testing using Payment Request

Sending Live Transactions from a Salesforce Sandbox

Paysafe Test Credit Cards

Sending Live Transactions from a Salesforce Sandbox

Understanding Transactions

Verifying Transactions in the Paysafe Dashboard

Moving to Production

Get your Production Credentials

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