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Set up and configure a SaferPay payment gateway instance

Zuora

Set up and configure a SaferPay payment gateway instance

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Set up and configure a SaferPay gateway instance by using the information in this article, including prerequisites, configuration procedure, descriptions of the configuration fields, and references for testing the payment gateway.

Prerequisites

Enable the SaferPay payment gateway integration for your tenant. See Enable payment gateway integrations for your tenant for instructions.

Procedure 

Complete the following steps to set up and configure a SaferPay payment gateway instance:

  1. Click your username in the upper right and navigate to Settings > Payments > Setup Payment Gateway. 
  2. On the Configure Gateway Instance tab, select SaferPay from the Gateway Type drop-down list.
  3. Click Create Gateway.
  4. On the gateway settings page, specify values for the configuration fields. See the following “Configuration fields” section for more information on the fields.
  5. Click Save Gateway Information.

Configuration fields

Basic Information

  • Name: Specify a name for the gateway instance.
  • Use Gateway Test Environment: If you want to use the SaferPay gateway test environment, select this checkbox.

Credentials

The following credentials provided by Saferpay must be configured. When a merchant account is set up with the Saferpay gateway, the following information is assigned by the gateway. The information is used to identify the account through which the transaction will be processed.

  • User Name: the username associated with the Saferpay merchant account through which transactions will be processed.
  • Password: the password associated with the Saferpay merchant account through which transactions will be processed.
  • Customer ID: the Customer ID associated with the Saferpay merchant account through which transactions will be processed. 
  • Terminal ID: the Terminal ID associated with the Saferpay merchant account through which transactions will be processed.

Rules

  • Cards Accepted: Select the cards you want to accept. Make sure your gateway's merchant account is also configured to support the same cards you have configured in Zuora. If you submit a transaction for a card type that is not enabled in your merchant account, it will result in an error stating the CardType is not supported or that you are not signed up for that tender type.
  • Default Authorization Amount: Specify the minimum default amount used to process a payment. The value must be greater than 0 because Saferpay supports only non-zero amounts. The default value of this field is 1.  
  • Verify new payment method: If you want the payment methods to be verified when creating them, select this checkbox. By default, this checkbox is selected.
  • Verify updated payment method: If you want the payment methods to be verified when updating them, select this checkbox. By default, this checkbox is selected.

Test the configuration 

We recommend that you test your payment gateway using both your payment gateway's test and production (live) environments.  Once you have completed testing in the gateway's test environment, it is recommended that you perform a test in your live production environment with a real credit card. If there are any differences in the configuration of your testing and production accounts, testing in production ensures your production merchant account is set up properly and can successfully connect to the production environment.

You can use the test card information and testing scenarios provided by the gateway vendor to test your integration. For more information, see Saferpay’s documentation.