Configure BlueSnap Payment Method Updater

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

Configure BlueSnap Payment Method Updater

This article describes how to configure the BlueSnap 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.

Set Up the BlueSnap Account Updater

You can set up the BlueSnap 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 BlueSnap 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 BlueSnap payment methods to the BlueSnap gateway for updates.
    • Select the Active box to activate your BlueSnap 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.
    • 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 Username field, enter the user name assigned by BlueSnap to specify the application sending batch updater requests.
    • In the Password field, enter the password assigned by BlueSnap to specify the application sending batch updater requests.
  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 BlueSnap 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 BlueSnap 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 BlueSnap.
    • 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 BlueSnap.
  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. 

A BlueSnap scheduled job runs every day at 18:00:00 PST, this job retrieves the completed batch from BlueSnap 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 BlueSnap 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. Note that if Zuora does not get a response from the gateway within 7 days, the submitted batch will be expired.

Troubleshoot BlueSnap Account Updater

See Troubleshooting Payment Method Updater to learn how to troubleshoot Account Updater in Zuora when errors occur. The following BlueSnap documentation is provided as a reference:

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