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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) for Visa and MasterCard.

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 the Only update payment methods for customer accounts associated to this gateway/processor option is selected, only the credit cards for customer accounts that meet either of the following conditions are included in the updates. Disable this field to send all credit card information to BlueSnap.
      • The default payment gateway of the customer account is set to BlueSnap (in the Billing and Payment Info section on the Customer Account page).
      • The default payment gateway of the customer account is not configured, but the default payment gateway of the tenant is set to BlueSnap.
    • If the Only update the default payment method for AutoPay customer accounts setting is selected, only the default credit card payment methods for customer accounts with the AutoPay setting enabled are included in the updates. Clear this check box to submit data of all credit cards for all customer accounts, regardless of whether AutoPay is enabled for the customer account or not.
  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.

If Zuora does not get a response from the gateway within 7 days, the submitted batch will be expired.

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.

For more information about how to manually create PMU batches, resubmit batches, and retrieve batch results, see Use Payment Method Updater.

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: