Skip to main content

Set up and configure an EPX Payment Gateway instance

Zuora

Set up and configure an EPX Payment Gateway instance

  1. Last updated
  2. Save as PDF
Describes how to create and configure an EPX Payment Gateway instance in Zuora.

This payment gateway integration can be requested through the Specialized Payment Connections service at an additional cost.

Prerequisites 

Procedure  

Perform the following steps to set up and configure an EPX gateway instance in the Zuora tenant:

  1. Click your username in the upper right and navigate to Settings > Payments > Setup Payment Gateway. 
  2. On the Payment Gateways page, click the Configure Gateway Instance tab and scroll to the bottom. 
  3. On the Configure Gateway Instance tab, select the payment gateway from the Gateway Type drop-down.
  4. From the Gateway Type list, select EPX and click Create Gateway.
  5. Click Create Gateway.
  6. In the New Gateway page, specify values for the configuration fields. See below for more information on the fields. Note that not all the configuration fields support the vertical line character "|". For password fields, if your gateway assigns a password containing this character, Zuora will display a validation error. To resolve this issue, contact your gateway provider to request a new password without the unsupported character. For more details on field descriptions, see the Configuration fields section.
  7. Click Save Gateway Information.

Configuration fields 

There are some common fields you must complete for every gateway configuration. Zuora recommends reviewing Setting Up Payment Gateways for information on these fields: 

Basic Information 

  • Name: The name of this payment gateway in Zuora.
  • Use Gateway Test Environment: Determines whether transactions are sent to the test environment or live environment of the EPX payment gateway.

Credentials 

  • CUST_NBR: Your top-level identifier, representing the sponsoring merchant bank's relationship with EPX. Issued by the EPX payment gateway.
  • MERCH_NBR: Identifies the settlement account, indicating where funds are deposited. Issued by the EPX payment gateway.
  • DBA_NBR: Represents your "Doing Business As" name, which appears on customer statements. Issued by the EPX payment gateway.
  • TERMINAL_NBR: Identifies the specific point of transaction capture (e.g., your website, a specific POS). Issued by the EPX payment gateway.

Test the configuration  

For basic guidance on how to test payment gateway integrations within a sandbox environment, see Test payment gateway integration.