Integrating Vantiv and Salesforce using Chargent
- Installation and Configuration of Chargent
- Vantiv Setup in Salesforce
- Direct Debit Network (version 6.15 and higher)
- Testing Vantiv from Salesforce
- Testing using Chargent Anywhere
- Sending Live Transactions from a Salesforce Sandbox
- Moving to Production
- Vantiv Tokenization
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?
Contact us for a no-obligation 30 day trial, and see for yourself!
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 Quick Start 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 be accepting? (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 Lyon’s credentials and Chargent uses a referral relationship for all first-time transactions.
- 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
- Pre-Live URL: https://transact.vantivprelive.com
- 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|
Vantiv Test eCheck Number
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:
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.
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.
- 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.
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
Unreferenced Bank Credit
An Unreferenced Bank Credit gives you the ability to send money from a Chargent Order directly to a customer’s bank account.
In order to send an Unreferenced Bank Credit you need to be on Chargent version 5.81 or newer. If you are on an older version of Chargent you want to upgrade your current packages using our PIM (Product Installation Manager) on our Installation page.
To send an Unreferenced Bank Credit using Chargent you need to make sure you have the Credit Button and the Credit Amount field visible on your Salesforce Page Layout.
To create an Unreferenced Bank Credit you want to create a new Chargent Order.
- Click on the App Launcher and select Chargent App
- Hit the New button to create a new Chargent Order
- Make sure the following fields are populated
- Payment Method = Check
- Credit Amount: The amount of the Direct Credit.
- Bank Account Type: Checking or Savings.
- Bank Account Number
- Bank Routing Number
- Bank Account Name: The name of the individual who holds the bank account.
- Bank Name: The name of the institution where the bank account is held.
- Click Save
- You can now press the Credit button at the top (it may be under the drop down). If you don’t see the Credit button, you will want to make sure it’s added to the correct Page Layout and is accessible by your Salesforce Profile permissions.
You will then see an approved transaction.
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 v5.81 has updated the integration to work with both Vantiv API v8 and Vantiv API v12. If you recently upgraded Chargent you will need to add this 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 this 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 Vantiv 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
Salesforce to Vantiv Field Mapping
Here are a few relevant fields and their mappings between the Chargent software in Salesforce and the Vantiv system.
|Gateway ID||Vantiv Payment ID|
|Invoice Number||Merchant Order Number|
|Invoice Number||Merchant Transaction ID|
|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.