PayTrace and Salesforce - Chargent by AppFrontier

Integrating PayTrace and Salesforce using Chargent

This guide contains instructions for integrating your Salesforce.com environment with the PayTrace payment gateway — using the Chargent payment processing plug-in.

Click a link to go directly to one of these sections:

Overview
Obtain a PayTrace Sandbox Account
Configuring Salesforce for PayTrace Integration
Setting up PayTrace with the Gateway Setup Wizard
To Manually Setup Your Gateway
Direct Debit Network
Testing the PayTrace Integration
ACH Validation
Sending Live Transactions from a Salesforce Sandbox
Understanding Transactions
Correspondence in the Transaction Fields
Going Live
Transaction Sync

Connect PayTrace and Salesforce with Chargent

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

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Overview

PayTrace Inc. is motivated by the challenge of delighting merchants. They empower sales partners by offering high value SaaS technology solutions to businesses. Processing over $22B annually, PayTrace is committed to delighting merchants with 5-star service while providing comprehensive, easy to use payment solutions that lower processing costs and increase security.

Using the step-by-step instructions in this guide, it’s easy to connect Salesforce to the PayTrace gateway with Chargent Payment Processing 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.

Integrating PayTrace with Chargent gives you the ability to easily build a seamless process for completing payment for orders that you manage in Salesforce. The integration connects the PayTrace gateway directly to Salesforce.

Obtain a PayTrace Sandbox Account

The first step is to get a test account from PayTrace so that you can run test transactions from Salesforce.

To request a sandbox account, complete the form on the Sandbox Account Request page.

Upon approval, you’ll receive an email that contains these testing credentials:

Username
Temporary Password to confirm the account

If you need any help, contact PayTrace through their Support page, email at [email protected], or by phone at 888-806-6545.

Once you have confirmed your PayTrace account you need to make yourself an API User. The sandbox account currently defaults to Web User so you can only do web transactions.

Login to PayTrace
Select Users
Make sure you select yourself as the User
Change to API User instead of Web UserNote: Changing this will no longer allow you to access the Sandbox account via your web browser. It will however allow you to use the API integration with Chargent through Salesforce. Contact PayTrace if you need this switched back for some reason although switching it back will break the integration.

Production account: You’ll also need to register for a production account. Use the contact information in the enrollment email messages to work with PayTrace Support and obtain the same set of credentials for your production account.

Configuring Salesforce for PayTrace Integration

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

The steps in this section are written with the assumption that Chargent has not already been installed into your Salesforce account.
Before moving on to the procedure below, you must successfully complete all of the steps given in the previous section, Obtain a PayTrace Sandbox Account.

Follow the steps below to configure Salesforce to integrate with PayTrace:

Contact AppFrontier Support to assist with the installation of Chargent in your Salesforce Org.NOTE: Both the Sandbox and Production installations of Chargent include a free, 30-day trial license.
Complete the basic Chargent setup, such as assigning user licenses and updating page layouts. For more information, please consult our Installation and Setup Guide.

If you’ve just updated the Chargent package from a previous version you will need to activate the Remote Site for PayTrace:

Go to Salesforce Settings
Search for Remote Sites
Click Edit next to PayTrace
Check the Activate box
Save the Remote Site

Setting up PayTrace using the Gateway Setup Wizard

Click the AppLauncher icon on the top left of Salesforce and
Select Chargent from the list of Apps (your Apps may appear in different order than the screenshot)
Select Chargent Settings and Chargent Setup Wizard

This will walk you through the Gateway Setup Wizard

Do you have a Payment Gateway account? – Select Yes
Select PayTrace from the dropdown menu and press Continue
Enter your PayTrace Credentials
1. Choose Test if you are setting up your gateway to test transactions in your Sandbox
2. Choose Live if you are setting up your gateway to do live transactions in your Production Org.Note: For security purposes, Chargent typically requires use of the Endpoint Override field in order to send live transactions from a Salesforce Sandbox. (This is typically recommended as a final step prior to deploying to production). However, PayTrace has the same server endpoint for both test and live transactions: https://api.paytrace.com. It is therefore recommended to use caution when submitting test transactions to ensure that they are not accidentally sent as live transactions.
Note:You can only setup one gateway at a time.
Use Tokenization? Yes (recommended for PCI compliance and recurring payments)
Select what payment methods you accept
Setup Payment Console (Payment Console is a Platform Edition Premium Feature)

Direct Debit Network

Starting with Chargent version 6.15, you can now select the Bank Account network for your region during the gateway setup process. Cybersource uses the ACH Network. This will allow for the correct Direct Debit Network fields to be displayed on Payment Requests and Payment Console based on your region.

You should choose ACH – US as the network. ACH is also known as echeck or electronic check.

Select the Payment Methods You Accept

Once you have your Direct Debit Network set, you will see the appropriate field names on your Payment Request that are sent as well as your internal Payment Console.

Payment Request Bank Account

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 [PaymentConsole] 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 PayTrace test credit cards below. If you are testing ACH you can use the PayTrace Bank Account test numbers.
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 Cybersource Credit Cards or bank account testing numbers to complete the payform and submit the payment.

You should receive a green box confirmation.

ACH Validation

The ACH Validation feature works with Lyon’s ACH Validation service to validate the bank account, and store the validation in your Salesforce Org. During your Gateway Setup you will authenticate your Lyon’s credentials and Chargent uses a referral relationship for all first-time transactions.

If you are not using Lyon’s ACH Verification you want to disable this.

If you are using Lyon’s ACH Validation you will enter the following credentials.

Company ID
Username
Password

Note: If you are testing in a Salesforce Sandbox or Developer account, you want to be sure to check the ‘Test Transactions Only’ box.

Enabled: this setting will enable or disable the ACH Validation.
Company Id: The company Id in Lyons validation.
Username: Username to log in Lyons validation.
Password: Password to log in Lyons validation.
Test Transactions Only: If this setting is checked, you will send all validations, through a test gateway.

In case you decide to turn off ACH Validation, you will see this warning message.

On the other hand, when you edit the gateway, in “Advanced Settings” you will see this new checkbox, Allow “No-Hit” Transactions.

A “no hit” ACH Validation Response is neither positive or negative. It indicates that ACH validation couldn’t be completed as this account is not listed in the reference database at this time.

On failure validation you will receive this message

New Behavior

NACHA validation, when enabled and correctly configured, applies to all Orders with Bank Account payment method and ACH as Bank Account type in the related gateway.

The only exception to the above mentioned rule is for orders with already-approved transactions, with the same Account Number last 4; these Bank Accounts are treated valid without using the Lyons service.

In case that there was an error from Lyons service the transaction will continue as usual but this Bank Account will try to get validated again on the next transaction.

If the transaction doesn’t count with the necessary information to get validated because of the tokenization will count as a valid transaction, without the ACH validation

PayTrace Credit Card Numbers

As shown on the PayTrace Testing Information page, these are valid test credit card numbers. Test credit card numbers should be used for sending transactions to your PayTrace test account.

Card Type	Card Number	CSC
Visa	4012000098765439	999
MasterCard	5499740000000057	998
Discover	6011000993026909	996
American Express	371449635392376	9997

Below are the valid Account Number and Routing Number for PayTrace. This will help you test ACH (Electronic Check – Direct Debit) Transactions.

Account Number	Routing Number
123456	325070760

For PayTrace, submission of $0.50, $1.00 or a higher amount (except $1.12, $1.13) should give an approval response. Amounts such as $0.20, $0.21, $0.29 will cause the return of a DECLINE message. The full list of testing amounts can be found on PayTrace Testing Information page in the Testing Amount section.

Expiration dates in the future are returned as valid; expiration dates in the past are returned as invalid.

Sending Live Transactions from a Salesforce Sandbox

All PayTrace transactions are sent to the same endpoint (https://api.paytrace.com). You want to use caution when testing to make sure you are using your test credential gateway setup, because real transactions will process the same as the test credit card numbers provided by PayTrace.

Understanding Transactions

When a transaction occurs between Chargent and the PayTrace gateway, a new transaction record is created in Salesforce. The listing of transactions can be found in the Transaction section near the bottom of the Chargent Order page. See the figure above.

On the order page, go to the Related tab and click a Transaction ID link to see the details, as shown below. This transaction record contains the entire set of data that PayTrace 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.

You can compare the transaction records in Salesforce with the records in your PayTrace administrative app. As shown in the figure below, click the Dashboard menu category, then click View Transactions. Then click the link for a specific transaction to view details.

From the Transaction Record in Salesforce copy the Gateway ID. You can paste the Gateway ID in the search field in PayTrace to locate the transaction.

Correspondence in the Transaction Fields

The Gateway Date is the timestamp for the submission to PayTrace, and the Gateway ID field corresponds to the PayTrace Transaction ID for use in reconciliation between two systems.

This table contains the mapping information between PayTrace and Salesforce fields.

Salesforce field	Direction	Gateway field
Gateway ID	<	Transaction ID
Invoice Number	>	Invoice ID
Order Information	>	Description
PO Number	>	Customer Reference ID

Going Live

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

NOTE: Do not proceed here until the testing procedure described in Testing the Integration is successful.

First, obtain the production credentials for the PayTrace production gateway account (similar to the method given for sandbox credentials in Obtain a PayTrace Sandbox Account.
Get these production credentials from your enrollment email message:
- Username
- Password
Repeat the steps in the Configuring Salesforce for PayTrace Integration section above, but substitute the production credentials.
Repeat the steps in the Testing the PayTrace Integration section above with respect to the SalesForce production environment, using the production credentials.
Void the transactions: If you’re using an actual credit card and want to prevent the charge from settling, remember to void the transaction after testing.
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.

Transaction Sync

Chargent has always sent charges and authorizations to the payment gateways, and recorded the result in a real-time Transaction in Salesforce. Chargent can also update Salesforce records long after the initial transaction—for ACH transactions that are returned for non-sufficient funds (NSF), credit card authorizations that expire, and more.

Two fields, Transaction Status and Settlement Date can now be updated through a daily scheduled batch in Salesforce.

Possible values of the Transaction Status are either final or non-final. It the status is final, then no more updates will occur for that transaction. Also, batches will not pick up any transaction having a final status.

The Settlement Date field stores the date and time when the Transaction Status is changed to final (such as “Settled” or “Voided”), after which it will no longer receive any updates.

To schedule the batch, navigate to Setup > Develop > Apex classes, and then click the Schedule Apex button. These are the batch names:

ChargentOrders.scheduledBatchUpdateTransactionStatus()
ChargentCases.scheduledBatchUpdateTransactionStatus()
ChargentSFA.scheduledBatchUpdateTransactionStatus()

The following are the various transaction status values for PayTrace Transactions. Use some of the values to learn when a transaction has been declined, and take appropriate action within Salesforce—such as sending an email or assigning a follow-up task.

N
GB or Settled (and batch number appended)
Batch number itself

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 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

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 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 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 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

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

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

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

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 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

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 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 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

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

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

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

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 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

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

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

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

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

Amy K, October, 2021

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

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

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

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 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

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

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

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

Kate G, February 2023

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

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