Vantiv and Salesforce - Chargent by AppFrontier

Integrating Vantiv and Salesforce using Chargent

Note: Worldpay by FIS has many merchant solutions for different types of businesses. The Chargent integration is specific to Worldpay’s primary US Gateway which is Vantiv eCommerce (Formerly known as Litle Transact).

Overview
Installation and Configuration of Chargent
Vantiv Setup in Salesforce
- Connecting Vantiv & Salesforce using the Chargent Setup Wizard

Direct Debit Network (version 6.15 and higher)
Testing Vantiv from Salesforce
- Notes on Vantiv Endpoints

Testing using Chargent Anywhere

Sending Live Transactions from a Salesforce Sandbox
Moving to Production
Vantiv Tokenization
- Vantiv Token Format

Automatic Account Updater (AAU)
Sending Credits
Gateway Version Update
Partial Capture of Authorizations
Transaction Sync
Salesforce to Vantiv Field Mapping

Connect Vantiv and Salesforce with Chargent

See all Vantiv 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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Overview

Chargent Payment Processing for Salesforce is the leading payments application available on the Salesforce AppExchange. Chargent can connect Salesforce to Vantiv’s ecommerce payment gateway (formerly Litle Transact) in just a few steps listed below. You will then be able to process credit cards and ACH payments through Vantiv directly from Salesforce.

Installation and Configuration of Chargent

Install both Chargent Base and Chargent Transactions into your Salesforce org.
Configure Chargent according to the step-by-step Installation and Setup Guide.

Vantiv Setup in Salesforce

Connecting Vantiv & Salesforce using the Chargent Setup Wizard

Click on the App Launcher on the top left side in Salesforce.
Select Chargent as the App
Select the Chargent Settings Tab
Choose Chargent Setup Wizard
Select Yes when asked if you have a Payment Gateway account.
Select Vantiv from the dropdown and follow the prompts to configure your gateway

You will need the following information to configure the gateway:

Select Test Transactions for Sandbox or Live Transactions Production.
Add your credentials: If testing in Sandbox, Vantiv doesn’t require you to have an account to test with their Sandbox environment. Only Pre-Live, Post-Live, and Production (live) environments will require credentials.

- Username: Your Vantiv Username (any random username for Sandbox)
- Password: Your Vantiv Password (any random username for Sandbox)
- Merchant ID: Your Vantiv Merchant ID (any random username for Sandbox)

If you are testing using test data in Production make sure to select the Test Transactions option (default). Salesforce Production environments will send to the Vantiv Sandbox, when this option checks the Test Endpoint box on the Chargent Gateway record.

Chargent in Salesforce Sandboxes always sends to the Vantiv Sandbox (details below).

Continue through the Setup:

- Use Tokenization? (recommended)
- Select your Payment Gateway Currency (USD, CAD, etc..)
- Do you want to use Payment Console? (Requires Platform Edition and higher)
- Select the Payment Methods you accept
  - Card: Credit Cards you will accept (Visa, MasterCard, etc…)
  - Bank Account: If your Gateway allows for bank account transactions, you should set the Direct Debit Network to ACH for Vantiv.
  - ACH Validation (optional – disable if you are not using Lyon’s Validation): If you use Lyons ACH verification, you should enable this feature to validate ACH transactions. 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 Lyons credentials, and Chargent uses a referral relationship for all first-time transactions. For more information about implementing validation for your ACH transactions, see our ACH Validation documentation.
Setup your Payment Console (Premium feature for Platform Edition)
- Show Charge Button
- Show / Create Update Token Button
- Show Authorize Button

Will you be using recurring, scheduled, or installment payments? Do you want to set up Chargent Recurring Billing for subscription billing.
- If Yes, you will be prompted to select the time. Chargent recommends 3am but you can choose no and select the days and times of the week for the batch to run.

Congratulations! You successfully configured a new gateway. Now you can easily start payments.

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. Authorize.net 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.

US – ACH (also known as echeck or electronic check)

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.

Testing Vantiv in Salesforce

Notes on Vantiv Endpoints

Chargent is set up to allow testing using the Vantiv Sandbox and sending live transactions to your Vantiv Production (Live) account. Additional testing may be done using Vantiv Pre-Live and Post-Live environments, which Vantiv may have provided you credentials to. These test environments behave more like the Vantiv production account.

Vantiv Pre-Live environment allows you to run additional tests using test credit card data. The test credit card you use will allow you test your credentials and make sure Chargent is communicating with your gateway properly to approve transactions. Post-Live environment is the one for regression testing of changes to your Salesforce system after you go live and are sending transactions to production.

To send Pre-Live or Post-Live tests from Salesforce, you need to update the Endpoint Override field on the Chargent Gateway record with the correct Endpoint URL, and make sure corresponding remote site settings are active.

- Vantiv Pre-Live: https://transact.vantivprelive.com/vap/communicator/online
- Vantiv Post-Live: https://transact.vantivpostlive.com/vap/communicator/online

By default the Test Endpoint checkbox in the Gateway record goes to the Sandbox URL so you want to make sure you have this unchecked if you are using the Endpoint Override.

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 Vantiv 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 Vantiv credit cards to complete the payform and submit the payment.

You should receive a green box showing Approved.

You should receive a green box confirmation

Testing Pre-Live/Post-Live Vantiv from Salesforce

Obtain Test Credentials for Vantiv Pre-Live/Post Live environments in Salesforce
- Contact Vantiv and have your IP addresses whitelisted
- Obtain the Test Credentials from Vantiv
- Log into your Vantiv Pre-Live/Post Live Reporting environment
  - Pre-Live: https://reports.iq.vantivprelive.com/ui/login
  - Post-Live: https://reports.iq.vantivpostlive.com/ui/login
- Go to Presenter Credentials
- Credentials expire every year. If the existing credentials have expired, you may need to generate a new set.
- Click the Eye icon to decrypt the Password and then copy it.

You also need to make sure you have the Remote Sites added to your Remote Site Settings in Salesforce.

Click the gear icon on the top right and select Settings

Under Security select Remote Site Settings
Click the New Remote Site Button

- Remote Site Name = Vantiv PreLive or PostLive
- Remote Site URL

1. 1. Pre-Live URL: https://transact.vantivprelive.com
  2. Post-Live URL: https://transact.vantivpostlive.com

- Check the Active box
- Click Save

For detailed testing parameters, you may wish to request a reference guide from your Vantiv Implementation Consultant. Chargent’s Salesforce connection to Vantiv has already been certified, so testing is primarily necessary to verify any Salesforce configuration and your merchant credentials.

Vantiv Test Credit Card Numbers

Please note that these test card numbers are only for the test environments, and should never be used in the live, production environment.

If you wish to do more extensive tests, Vantiv can provide detailed transaction data (name, address, amount, card numbers, etc.) and the expected responses that they will return. However, this level of testing is not required as Chargent has already certified its Salesforce pre-built integration with Vantiv.

Vantiv Test Credit Cards

Account Number	Card Type	CVV2/CID
4457010000000009	Visa	349
4457010100000008	Visa	992
4457010140000141	Visa	N/A
4457010200000247	Visa	N/A
4100200300011001	Visa	463
4100200300012009	Visa	N/A
4100200300013007	Visa	N/A
4100200310000002	Visa	N/A
4024720001231239	Visa	N/A
4457012400000001	Visa	N/A
4457013200000001	Visa	N/A
4457119922390123	Visa	N/A
4457000300000007	Visa	N/A
4457000100000009	Visa	N/A
4457003100000003	Visa	N/A
4457000400000006	Visa	N/A
4457000200000008	Visa	N/A
4457000800000002	Visa	N/A
4457000900000001	Visa	N/A
4457001000000008	Visa	N/A
4005550000081019	Visa	N/A
4000000000000001	Visa	555
5112000100000003	Mastercard	N/A
5112002100000009	Mastercard	N/A
5112002200000008	Mastercard	N/A
5112000200000002	Mastercard	N/A
5112000300000001	Mastercard	N/A
5112000400000000	Mastercard	N/A
5112010400000009	Mastercard	N/A
5112000600000008	Mastercard	N/A
5112010000000003	Mastercard	261
5112010100000002	Mastercard	251
5112010140000004	Mastercard	N/A
5500000254444445	Mastercard	N/A
5592106621450897	Mastercard	N/A
5590409551104142	Mastercard	N/A
5587755665222179	Mastercard	N/A
5445840176552850	Mastercard	N/A
5390016478904678	Mastercard	N/A
5112010201000109	Mastercard	N/A
5112010202000108	Mastercard	N/A
5194560012341234	Mastercard	N/A
5435101234510196	Mastercard	987
5112000900000005	Mastercard	758
6011010000000003	Mastercard	N/A
6011010100000002	Mastercard	184
6011010140000004	Mastercard	N/A
375000026600004	American Express	N/A
375001000000005	American Express	N/A
375001010000003	American Express	0421
375001014000009	American Express	N/A
341234567890127	American Express	N/A

Vantiv Test eCheck Number

accType	accNum	routingNum
Checking	4099999992	011075150
Checking	1099999003	011100012
Checking	1099999999	011100012

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 to enter the production endpoint of your chosen gateway there.

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

https://transact.vantivcnp.com/vap/communicator/online

Note that the full endpoint URL must be entered in the Endpoint Override field and the Remote Site for the domain must be active in your Remote Site Settings.

Moving to Production

Once you have completed testing of your Chargent configuration and Salesforce connection to Vantiv, you are ready to move to processing live transactions.

In your Production Org, delete or deactivate the Vantiv Sandbox / or Pre-/Post-Live and create a new Gateway Record for your Vantiv Live environment:

Complete the Vantiv gateway record in Salesforce using the Gateway Wizard or Manual Setup described above. Your Merchant ID provided to you by Vantiv and the Presenter Credentials available in the live reporting interface:

Test credit card numbers should not be used in the live environment. If you wish to test a few live transactions with your own credit card, you can void them immediately after, to prevent the transactions from settling and capturing funds. Just click on the related transaction record in Salesforce and press the Void button.

Please keep in mind that fees may be charged on all transactions sent to the live, production environment, so a few real tests are recommended, but the majority of testing should be done in the Vantiv Prelive environment.

Vantiv Tokenization

Chargent’s Salesforce integration with Vantiv supports tokenization, which replaces credit card numbers or bank account numbers with a reference code called a token. The account number is then stored in Vantiv’s vault, and the token is stored in your Salesforce account and referenced for future transactions.

Since you do not store the customer’s credit card account information, the scope of PCI compliance is reduced, and if your systems were ever breached only tokens that can only be used with your account are stored in Salesforce, rather than any critical customer account numbers.

AppFrontier recommends that you consult your own legal and PCI Compliance resources regarding how customer data should be handled, but we also offer a Salesforce PCI Compliance guide to provide a useful overview.

Vantiv Token Format

Vantiv Tokens are similar in format to the credit card originally submitted, in that they are the same length as the original credit card number (typically 16 digits), and the last 4 digits of the token are the same as the card. Since Vantiv tokens are stored in the unencrypted Token field in Salesforce by Chargent, this makes them convenient for customer service or other members of your staff to refer to with customers, without knowing or having access to the original account number.

For Vantiv eCheck / ACH tokens, because bank account number length can vary widely, Vantiv made these tokens a uniform length of 17 digits. Unlike credit card tokens, the entire eCheck token number is randomly generated.

To set up Vantiv Tokenization in Salesforce:

Confirm with your Vantiv Account Representative that your account is enabled for tokenization.
Check the Use Tokenization checkbox in the Chargent Gateway record you have set up for Vantiv
Set the Credit Card Handling field (unless you are using Payment Console)

- Never Clear: Chargent will not remove any card data automatically.
- Clear After Successful Charge: Chargent will clear the credit card number, expiration dates and card security code only after a successful charge is run.
- Clear After All Transactions: The credit card number, expiration date and card security code will be erased after any transaction (Charge, Void, Refund)
- Clear When Token Present: Only when a token is present in the token field, will the credit card number, expiration date and card security code be cleared.

Using Tokens

Tokens are obtained either through the Register Token process, which Chargent’s Payment Console feature enables, or when your first approved Charge or Authorization is sent.
The Vantiv token is stored in Chargent’s Token field in Salesforce.
The Credit Card Number field value will be deleted (based on your Credit Card Handling field settings), and a token will be stored for future transactions (or if you are using Chargent’s Payment Console feature, the card number was never stored during the generation of the token)

If you are migrating from another system, you should be able to import Vantiv tokens into Chargent’s Token field in Salesforce. Tokens would need to be associated with the same customer in Salesforce that the token was generated for. Please contact us for assistance or more information.

Automatic Account Updater (AAU)

Avoid missed / failed payments by enabling Vantiv’s Automatic Account Updater. Contact your Vantiv rep to enable this feature. Once enabled, Chargent will capture a new token for any failed card or ACH payment as long as the new payment data has been updated at the Gateway level.

NOTE: The decline reason must be related to a potential account change. For instance, an update will not occur for declines due to insufficient funds. It can take a couple of days before updated information is received.

The next time Chargent attempts to collect the payment with the outdated card information, the transaction has a better chance of success because Vantiv has passed the updated token back to the Chargent Order record.

Chargent supports Vantiv Account Updater beginning in Chargent 5.81, and can update any token in need of repair. When a credit card changes on Vantiv’s side, and the token for the original credit card is sent, Vantiv will send back an updated token related to the new card. Chargent will then write the new token back to the token field on the Chargent Order.

This token replacement will happen seamlessly in the background when the Chargent Recurring Batch runs, or when you process a payment manually using the Payment Console. The following are required

Vantiv’s Token Updater service
Vantiv v12 credentials in your Gateway setup in Salesforce
Select v12 in the “Gateway Version” field in your Gateway setup

Sending Credits

Vantiv gives you the ability to send money from a Chargent Order directly to a customer’s bank account using Credits. Credits allow you to send money to a checking account (ACH/Direct Debit) when the transaction is not a refund of a previous payment. For more information on enabling and processing Credits, visit Sending Credits.

Gateway Version Update

In order to support newer features by Vantiv you should be sure you have Chargent version 5.81 or newer. If you are on an older version of Chargent you will want to upgrade using our PIM (Package Installation Manager). Chargent now supports both Vantiv API v8 and Vantiv API v12. If you recently upgraded Chargent you will need to add the Gateway Version field to your Gateway Page Layout and select the version of Vantiv to work with.

If you have been on Vantiv for some time, you likely will need to select v8. To use newer features such as the Account Updater, request v12 credentials from the Vantiv Implementation team. (Please note that it may take Vantiv 2-6 weeks to generate these credentials).

To add the Gateway Version field to the layout:

Click the gear icon on the top right and select Setup
Under Objects and Fields select Object Manager
Choose the Gateways object
Under Page Layouts select Litle Layout
Drag the Gateway Version field into the Page Layout and click Save

Next you want to update this field on the Gateway record.

Click the App Launcher on the top left side and search for Gateways
Click the Vantiv Gateway record
Click Edit
Click Advanced Features
Select the correct Vantiv version from the drop down.
Click Save

Transaction Sync

ACH transactions take time to settle. Chargent can update your ACH transactions long after the initial transaction, including transactions that are returned for non-sufficient funds (NSF), credit card authorizations that expire, and more. For more information, visit Transaction Sync.

Salesforce to Vantiv Field Mapping

Here are a few relevant fields and their mappings between the Chargent software in Salesforce and the Vantiv system.

Salesforce Field Name	Direction	Vantiv Field Name
Gateway ID	<	Vantiv Transaction Id
Invoice Number	>	VAT Ref #
Invoice Number	>	Customer Reference
Salesforce record ID (of Chargent Order, Opportunity, or Case)	>	Customer ID

Note: If you do not populate the Invoice Number field, Chargent will auto-populate the calls to Vantiv with the format “ChargentOrder071414100533” where the first 6 numeric characters indicate the date.

Congratulations! You have successfully integrated Salesforce and the Vantiv Payment Gateway using the Chargent Payment Processing for Salesforce software. You can now process one-time or recurring credit card payments through Vantiv directly from Salesforce.

If you have any questions or need assistance, please contact us.

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

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

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 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 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

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

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

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 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

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

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

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

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 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 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

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

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 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

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 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 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

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

Amy K, October, 2021

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

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 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

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

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

Kate G, February 2023

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

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 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

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

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

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

Integrating Vantiv and Salesforce using Chargent

Connect Vantiv and Salesforce with Chargent

Not yet a Chargent customer?

Overview

Installation and Configuration of Chargent

Vantiv Setup in Salesforce

Connecting Vantiv & Salesforce using the Chargent Setup Wizard

Direct Debit Network

Testing Vantiv in Salesforce

Notes on Vantiv Endpoints

Testing Using Chargent Anywhere

Testing with Payment Console

Testing using Payment Request

Testing Pre-Live/Post-Live Vantiv from Salesforce

Vantiv Test Credit Card Numbers

Vantiv Test eCheck Number

Sending Live Transactions from a Salesforce Sandbox

Moving to Production

Vantiv Tokenization

Vantiv Token Format

To set up Vantiv Tokenization in Salesforce:

Automatic Account Updater (AAU)

Sending Credits

Gateway Version Update

Transaction Sync

Salesforce to Vantiv Field Mapping

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