Configure Adyen Payment Method Updater

Knowledge Center > Billing and Payments > Payment Methods > Payment Method Updater > Setting Up Payment Method Updater > Configure Adyen Payment Method Updater

Configure Adyen Payment Method Updater

This article describes how to configure the Adyen Account Updater to use it with the Zuora Payment Method Updater (PMU). This feature helps keep Zuora and you informed when card members change, replace, or upgrade their card information.

Zuora can receive updates from the Adyen gateway when the following events occur for MasterCard and Visa credit cards:

  • A new expiry date for expired cards is available.
  • A new card replaces the old one.
  • A shopper reports loss or theft of their card.
  • A shopper informs their card issuer that they no longer authorize the merchant to charge their card automatically.

Zuora uses the bulk account updater option from Adyen for the integration. See Adyen Account Updater for more information about detailed account updates. 

Prerequisites

If you are interested in using the Adyen Account Updater functionality, you must go through a series of steps to configure the PMU service before it can be used. 

  • You have to work directly with Adyen Support to set up your updater account and SFTP server. See Account Updater and Advanced SFTP batch files for more information.
  • Download the public PGP key files provided by Zuora for Sandbox and Production, and configure these key files to your Adyen account. 
  • Download the public SSH key files provided by Zuora for Sandbox and Production, and configure these key files to your Adyen SFTP account. 

    After the response file is processed by Zuora, it will be deleted from the SFTP server. Therefore, you cannot associate multiple tenants with the same SFTP server.

  • Configure outbound IP addresses from Zuora based on your region for IP whitelisting. See Inbound and Outbound IP Addresses for details.

Set Up Adyen Payment Method Updater

You can set up Adyen Account Updater through the Zuora UI.

  1. Click your username at the top right, and navigate to Settings > Payments > Set Up Payment Method Updater.
  2. Select Adyen from the Updater Type list, and click add payment method updater.
  3. In the Basic information area, configure the following information:
    • Processor: The PMU functionality has to be approved by your gateway/processor. Once enabled, Zuora will automatically send Adyen payment methods to the Adyen gateway for updates.
    • Select the Active box to activate your Adyen Account Updater in Zuora. 
      When this check box is selected, PMU will automatically submit credit card information for updates. Note that if multiple active updaters are configured, they might submit the same cards and receive the same updates. Ensure that Duplicate Detection is configured with Adyen as noted above).
    • In the Name field, enter the name you want to use to identify the updater.
  4. In the Credentials area, configure the following information:
    • In the Merchant Account Name field, enter the merchant account name assigned by Adyen.
    • In the Company Account Name field, enter the company account name assigned by Adyen.
    • In the SFTP Username field, enter the SFTP user name used for account updates.
    • In the File Submission Platform field, enter a unique identifier for the server used to submit batch files to Adyen. 
      If you do not have any specific setting, you can enter Zuora.
  5. In the Updater services area, select the updater services that you want to use.
    • Select the Visa Account Updater (VAU) check box.
    • Select the MasterCard Automatic Billing Updater check box.
      Both Visa and Mastercard services are supported.
  6. In the Rules area, configure the following information:
    • Specify a value for Start Payment Method Updater service days prior to the Bill Cycle Day field.
      Zuora recommends using a value of 5 to 7 days prior to the Bill Cycle Day, because the Adyen Account Updater service takes approximately 5 days to process the credit card account information for updates.
    • If you select the Only update payment methods for customer accounts associated to this gateway/processor checkbox, only the credit cards for customer accounts with Adyen set as the payment gateway (under Billing and Payment Info) are included in the updates. Clear this check box to send all credit card information to Adyen.
    • If you select the Only update the default payment method for AutoPay customer accounts check box, only the credit cards for customer accounts with the default AutoPay payment method are included in the updates. Clear this check box to send all credit card information to Adyen.
  7. Click save updater information to save configurations.

For more information about Updater Services and Rules, see Using Payment Method Updater.

Submit and Retrieve PMU Batches

Payment methods are collected every day at 18:00:00 Pacific Standard Time (PST). When you navigate to Payments > Payment Method Updater, you can see the "Processing" status in batch list. 

An Adyen scheduled job runs every day at 18:00:00 PST, this job retrieves the completed batch from Adyen via SFTP. When the batch is successfully sent, the status is displayed as “Completed”.

Create Batches

You can create a batch through the Zuora UI.

  1. Navigate to Payments > Payment Method Updater.
  2. On the All Batches page, click Create a Batch.
  3. In the New Payment Method Updater Batch dialog:
    1. From the Updater Name list, select the configured Adyen Account Updater.
    2. Select a value from the Bill Cycle Day list.
    3. Click create batch.

Resubmit Batches

In some cases, you might have to resubmit a batch for processing. To resubmit a batch, navigate to Payments > Payment Method Updater, select the batch and click Re-submit batch.

If you attempt to resubmit batches one hour before the daily scheduled batch processing time of 18:00:00 PST, you will receive an error and will have to wait until the daily batch processing is complete before resubmitting.

Retrieve Batches

If you have to manually retrieve a batch, navigate to Payments > Payment Method Updater, select the batch and click Retrieve results.

Known Limitations

The Adyen Account Updater feature has some known limitations from Adyen and Zuora.

Adyen Limitations

The Adyen Account Updater feature has the following limitations from the Adyen side:

  • Only Visa and Mastercard are currently supported.
  • Adyen and the card updater service do not support posting report files based on requests in the test environment. Report files are only posted in the Adyen production server, so this feature can only be tested from a production tenant.

Zuora Limitations

Report files cannot be populated with real cardholder names by Zuora. Because the cardholder name field is required by Adyen, Zuora uses a dummy value as the cardholder name to populate report files.

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