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Knowledge Center > Billing and Payments > Payment Methods > Payment Method Updater > Setting Up Payment Method Updater > Configure Chase Paymentech Account Updater

Configure Chase Paymentech Account Updater

Overview

This article describes how to configure Chase Paymentech Account Updater to use it with the Zuora Payment Method Updater (PMU). This feature helps keep merchants informed when a card member replaces or upgrades their Chase Paymentech card information.

When configured, Zuora PMU sends Chase Paymentech a file containing the card information for your customer accounts with whom you have established recurring billing or card-on-file relationships prior to their bill cycle day. Chase Paymentech will respond with an electronic file to Zuora over Secure File Transfer (SFTP), with any updated card information. 

Chase Paymentech Account Updater is advantageous because it supports both Visa and MasterCard regions: US/Canada and Europe.

This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support

This updater requires providing Chase with Zuora's outbound IP addresses to whitelist for your Presenter ID (PID) and SFTP configuration. For more information about the Zuora IP addresses to share, see Outbound IP Addresses Whitelisting.

Prerequisites

Customers interested in using the Chase Paymentech Account Updater functionality must go through a series of steps to configure the PMU service before it can be used. 

  • Merchants have to work directly with Chase Paymentech to complete their technical profile questionnaire.
    When you fill in the questionnaire, specify information according to Questionnaire Requirements for Chase Paymentech Account Updater.
  • Merchants will need a division number from Chase Paymentech, and contact Zuora Global Support to add the division number to the merchant ID for Chase Paymentech.
    The division number is a six-digit number assigned by Chase Paymentech, and it is unique to your merchant account.
  • Merchants have to Chase Paymentech to set the Duplicate Detection field to Duplicate Detection - All Responses
  • Merchants have to download the public PGP key file and RSA key file provided by Zuora, and provide these key files to Chase Paymentech. 

Contact Zuora Global Support to enable the Chase Paymentech Account Updater for your tenant.

Questionnaire Requirements for Chase Paymentech Account Updater

When you fill in the technical profile questionnaire required to apply for Chase Paymentech Account Updater, you have to answer questions according to the following table.

Question Answer/Value Remarks
What is the physical location of your computer system and associated connectivity? Data center address: SuperNAP Las Vegas N/A
What is the IP address of your host system(s)? (not applicable for dial-up)

Test environment:

  • 64.79.155.192 
  • 64.79.155.193202.106.10.237
  • 35.156.172.83
  • 35.157.94.91
  • 35.157.220.207
  • 35.158.2.118
  • 52.28.148.125
  • 52.28.205.34
  • 52.29.186.45
  • 52.29.201.183
  • 52.57.34.185
  • 52.59.5.76

Production environment:

  • 64.79.155.192
  • 207.218.90.0/24
  • 207.218.90.121
  • 35.156.85.164
  • 35.158.4.224
  • 35.158.5.48
  • 35.157.188.111
  • 52.28.148.125
  • 52.28.205.34
  • 52.29.201.183
  • 52.57.34.185
  • 52.58.92.91
  • 52.58.160.52
N/A
Are the IP addresses NAT’d? (not applicable for dial-up)? No N/A
If this is for an existing Presenter ID (PID), please list it here N/A The PID is a six-digit number assigned by Chase Paymentech Merchant Services.
What is the application software used to retrieve the file? Written by In-House programmers N/A
What is the communications software used to retrieve the file? Customized by software vendor listed above N/A
What is the batch data communications protocol used to retrieve the batch file? SFTP – NetConnect Batch (Internet) N/A
SFTP NetConnect Batch applications only – Not applicable if using Spectrum (if you are not planning to communicate via NetConnect Batch, please skip this item) RSA SSH Key Find Zuora's RSA key file attached
SFTP NetConnect Batch applications only – Not applicable if using Spectrum (if you are not planning to communicate via NetConnect Batch, please skip this item)
  • PGP Key 
  • (specify which key suffix will be used)  
    • ASC
Find Zuora's PGP key file attached
Which Account Updater program are you enrolled in (check all that apply)? 
  • Visa/ChaseNet U.S. – Merchant Submitted Transactions 
    • Chase Paymentech Solutions 120 byte batch Version 3.0.0
  • MasterCard U.S. – Merchant Submitted Transactions (via appropriate Chase Paymentech batch format)
    • Chase Paymentech Solutions 120 byte batch Version 3.0.0
  • Visa EU – Merchant Submitted Transactions (via appropriate Chase Paymentech batch format)
    • Chase Paymentech Solutions 120 byte batch Version 3.0.0
  • MasterCard EU – Merchant Submitted Transactions (via appropriate Chase Paymentech batch format)
    • Chase Paymentech Solutions 120 byte batch Version 3.0.0

The PID is a six-digit number assigned by Chase Paymentech Merchant Services.

 

You have to specify the PID under each option or leave blank if Chase will be issuing a new one.

 

If you have US and EU coverage, Zuora recommends using the same PID for both.

 

What delimit character will be used? Please check only one. Comma N/A
Is Safetech Tokenization used for these account numbers?  No N/A

Set Up Chase Paymentech Account Updater

You can set up Chase Paymentech 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 Chase Paymentech 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 Chase Paymentech payment methods to the Chase Paymentech for updates.
    • Select the Active box to activate your Chase Paymentech Account Updater in Zuora. When this check box is selected, PMU will automatically submit credit card information for updates. Please note that if multiple Active Updaters are configured, they may submit the same cards and receive the same updates. (Ensure Duplicate Detection is configured with Chase as noted above).
    • In the Name field, enter the name you want to use to identify the updater.
    • If you want to use test environment, select the Using Test Environment.
      This check box is available after a PMU instance is created. 
  4. In the Credentials area, configure the following information:
    • Presenter's ID (PID) field, enter the PID assigned by Chase Paymentech Merchant Services.
      The PID is a number assigned to the application that physically sends the data file (Presenter).
    • In the PID Password field, enter the PID password assigned by Chase Paymentech Merchant Services.
    • In the Submitter's ID (SID) field, enter the SID assigned by Chase Paymentech Merchant Services. 
    • In the SID Password field, enter the SID password assigned by Chase Paymentech Merchant Services.
    • From the Division Number list, select the division number assigned to your account by Chase Paymentch.
    • In the SFTP Username field, enter the SFTP user name used for reconciliation.
  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 Chase Paymentech Account Updater service will take 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 check box, only the credit cards for customer accounts with Chase Paymentech 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 Chase Paymentech.
    • 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 Chase Paymentech.
  7. Click save account information to save configurations.

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

Submit and Retrieve PMU Batches

Payment methods will be 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 Chase Paymentech scheduled job will run every day at 18:00:00 PST, this job will retrieve the completed batch from Chase Paymentech via SFTP. When the batch is successfully sent, the status will be displayed as “Completed”.

Resubmit a Batch

There may be times when you will need 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 Pacific Standard Time (PST) you will receive an error and will have to wait until the daily batch processing is complete before resubmitting.

Retrieve a Batch

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

Last modified
17:58, 8 Aug 2017

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