Payment Gateway Authentication

Create an OAuth access token

Take the following steps to create a new OAuth token:

1. Navigate to the Payments Settings page and click Gateway Authentication.

2. Select the gateway type from the list and click create authentication. The New Authentication page opens.

3. Enter a name for the token that can help you identify the token.

4. Verify that the correct type of gateway is selected.

5. If you want to use the gateway test environment, select Use Gateway Test Environment.

6. Click save. You are then directed to the gateway app login page.

7. Take the following steps to complete the token creation on the gateway app login page. If you encounter any problems in your login and connection process, please contact the GoCardless or Stripe support.

   • GoCardless:

     1. Ensure that the user account for which the token is created has the read-write access level.

     2. Enter your email address and password that are used to log into your GoCardless merchant account.

     3. Ensure that the I agree to the Connected Merchant Agreement checkbox is selected, and click Connect account. You are then redirected back to your Zuora tenant.

     If you are inviting a team member, ensure the read-write access level is selected.

   • Stripe

     1. Enter your email address and password to log into your Stripe merchant account. If you want to connect to an existing Stripe account, ensure that your email address has been included in the Team Member list in Stripe for this account. Contact your Stripe account administrator to add your email to the list.

     2. After you log into your Stripe account, select the account to be connected.

     3. Click Connect. You are then redirected back to your Zuora tenant.

        On the Stripe login page, if you are in the test mode, a Skip this form button is available at the top. If you click Skip this form, a test access token is created for accessing and testing functions, but it is not linked to your account. With this test access token, you are not able to view any payment transaction logs because your Stripe account is not connected to your Zuora account yet. You cannot make the refund with this test token for the payment that was created before you create this access token. For more information, please contact Stripe.

You can find that the created token with the specified name and active status is displayed in the token list.

Re-authenticate an OAuth access token

For either of the following cases, re-authenticate your token:

• Your token is in the Pending Authorize status. This indicates that a credential was created in Zuora, but a user has not yet completed the sign-in flow with the gateway.
• Your token is in the Authentication Required status. This occurs when there are changes to your token configuration at the gateway side after the token for payment gateway access is created in Zuora.

Complete the following steps to re-authenticate a token:

1. Navigate to the Payments Settings page and click Gateway Authentication.
2. Find your OAuth token to be authenticated and click Authorize for the token. 
3. You are then directed to the gateway app login page. For more information on how to proceed with the app login page, see Create an OAuth access token.

Delete an access token

You can delete an access token that is not associated with any gateway instances. Navigate to the Payments Settings page, click Gateway Authentication, and then click Delete next to the token that you want to delete.

Create and manage merchant IDs for PayPal Complete Payments

For PayPal Complete Payments gateway integrations, you can leverage the Gateway Authentication setting to create and manage merchant IDs that can be used as the credentials to access the PayPal Complete Payments gateway.

1. Click your username in the upper right and navigate to Settings > Payments > Gateway Authentication. 
2. From the gateway type list, select PayPal Complete Payments and click Create Authentication. The New authentication page appears.
3. In the Name field, enter a name to identify your credentials in Zuora, and then click Save. The PayPal page is displayed.
4. Enter your primary email address and password that are used to log into your PayPal merchant account, and then click Log In. If your email address has not been verified and included in your PayPal merchant account, contact your PayPal account administrator. Note that you can use only the primary email address on your merchant account.
5. If you agree to authorize the permissions listed on the page, click Agree and Connect. You are then redirected back to your Zuora tenant.