PayPal PayFlow Pro

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Overview

This topic describes the steps to create a payment account for PayFlow Pro (formerly Verisign).

When changes are made in the Payment Module, you must restart Stone Edge so it picks up the changes.

Create the Payment Account

  1. Log into the program with an Admin User ID.
  2. At the Main Menu, select Payment Account Mgr.

  1. In the Payment Accounts section of the Payment Account Assignment screen, click New.
  2. Enter a unique, descriptive value in Acct Name.
  3. Select PayFlowPro from Gateway.

  1. The Access Credentials tab now displays fields pertinent to this payment gateway.

  1. Double-click in Partner and enter the partner name for API access. (Verisign for older accounts and PayPal for newer accounts.)
  2. Double-click in UserName and enter the user name of the PayFlow Pro account. PayPal recommends creating a second ID for the account and using those credentials when defining the Payment Account.

  1. Double-click in Password and enter the password associated with the PayFlow Pro account.

  1. Double-click in Vendor and enter the vendor name to used to establish the account.

  1. Select Save.
  2. When you are done testing with the account and want to run live transactions, change TestMode to No.

Associate the Account with Monsoon Stone Edge Payment Source

  1. Select Payment Account Mgr on the Main Menu of the Payment Module.
  2. Select the PayFlow Pro account you just created in the Payment Accounts section of the screen. The background of the selected payment account turns green.
  3. Then in the Payment Source Assignments section, select Monsoon Stone Edge.
  4. Select Primary from the Assignment drop-down list. This payment account is automatically used at the Payment Terminal when processing payments from this payment source, unless the Account selection is manually overridden. If the account is defined as Secondary, the account must be manually selected at the Payment Terminal to use it to process a payment.
  5. Select Save.

Associate the Payment Account with a specific shopping cart

  1. Define the shopping cart as a payment source.
  2. In the Payment Source Assignments section, select New.   
  3. Enter a Source Name. It is recommended to use the name of the shopping cart for clarity.
  4. Copy the Source Identifier to the clipboard and select Save.

  1. Leave the Payment Module open and launch the Order Manager.
  2. Go to the Special System Parameters screen in the Order Manager. Main Menu>Quick Clicks>System Parameters>PC & Cart Based Parameters.

  1. Select Shopping Cart radio button in Show parameters for.
  2. Select the shopping cart from Shopping Carts.
  3. Select the Credit Cards group.
  4. Select parameter PaymentSourceKey.
  5. Paste in the Source Identifier from the clipboard in to Parameter Text.
  6. Select Save.
  7. Return to the Payment Module.

  1. Select the account you want to use from Payment Accounts.
  2. Select the Payment Source you created for the shopping cart.
  3. Select the account's role from Assignment. It is recommended to select Primary. The primary account is automatically used at the Payment Terminal when processing payments from this shopping cart, unless the Account selection on the Payment Terminal is manually overridden. If the account is defined as Secondary, the account must be manually selected at the Payment Terminal to use it to process a payment.
  4. Select Save.

Display the sources to which the selected account is assigned

  1. Select a Payment Source in the Payment Source Assignments section of the screen.
  2. Select All Sources to display all of the currently defined Payment Sources for the selected payment account.

Troubleshooting

Error 117: Failed Merchant Rule Check

The account is not enabled for reference transactions.

 

Additional Information

MCPM How to Add a Payment Source

MCPM How to Associate Payment Accounts with Payment Sources

MCPM How to Edit a Payment Account

Created: 3/8/15

Revised: 3/9/15

Published: 04/13/2016