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| − | ===Video tutorial===
| + | __NOTOC__ |
| | + | A Zoey store can be connected to [[X-Payments:User_manual|X-Payments]] web-based payment application to process payments from customers and save their credit card data in a PCI DSS compliant way. |
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| − | This video shows how to connect X-Payments with Zoey store to enable PA-DSS compliant credit card processing and storing. Also, you'll see how X-Payments credit card form looks during checkout and how to change the form background and font colors to match your store design. | + | This section provides information on how to connect and use X-Payments with your Zoey store. |
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| − | More information on X-Payments is available at http://www.x-payments.com/
| + | ==What's New== |
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| − | Published on Oct 12, 2016
| + | :* [[X-Payments:What%27s_New_in_X-Payments_Connector_for_Zoey | What's New in X-Payments Connector for Zoey]] |
| | + | :* [[X-Payments:X-Payments_Connector_for_Zoey_v1.8.12_Released | X-Payments Connector for Zoey v1.8.12]] |
| | + | :* [[X-Payments:X-Payments_Connector_for_Zoey_v1.8.14_Released | X-Payments Connector for Zoey v1.8.14]] |
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| − | <youtube>8oZ-wAyMuHY</youtube>
| + | ==Zoey and X-Payments: Connection and Configuration== |
| | + | Connecting your Zoey store to X-Payments includes two consecutive steps: |
| | + | :* [[X-Payments:Configure the connection to your Zoey store in the X-Payments back end | Configure the connection to your Zoey store in the X-Payments back end]] (Instructions for X-Payments 2.1.1 and later) |
| | + | :* [[X-Payments:Configure the connection to X-Payments in the Zoey store Control Panel | Configure the connection to X-Payments in the Zoey store Control Panel]] (Zoey Connector 1.8.4 or later ) |
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| − | <br /><br />
| + | Information on how to configure your store to accept payments in more than one currency is available in this article: |
| − | '''Important: Further contents of this section is currently a draft. The material may not yet be complete, information may be omitted, and certain parts of the content may be subject to radical, rapid alteration.'''
| + | :* [[Zoey and X-Payments: Multi-Currency Configuration]] |
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| − | After configuring the connection to your Zoey store in X-Payments, log in to your Zoey Admin panel and complete setting up the connection.
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| − | <br /><br />
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| − | The following procedure assumes that:
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| − | :* You are using a Zoey connector version XXX or later. | |
| − | :* Your Zoey store has the X-Payments connector extension installed.
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| − | <br /><br />
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| − | Complete the following steps:<br />
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| − | # Log in to the Admin panel of your Zoey store.
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| − | # Go to '''Set-up''' -> '''Payment''':<br />[[File:|700px|border]]<br /><br />
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| − | # XXX Choose to configure the X-Payments payment method by clicking the '''Configure''' button.<br />[[File:|700px|border]]<br /><br />The page showing how to connect X-Payments with Zoey in three easy steps opens:<br />[[File:|700px|border]]<br /><br />
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| − | # Click the "Configure X-Payments connector" button:<br />[[File:|700px|border]]<br /><br />This opens the Connection settings section:<br />[[File:|700px|border]]<br /><br />
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| − | # In the details of your Zoey online store in the X-Payments back end, copy your X-Payments configuration bundle and paste it into the respective box in your Zoey Admin panel.<br />If you are using X-Payments in Developer mode and need to enable communication between X-Payments and your Zoey store via HTTP, enable the '''Use HTTP protocol''' option.<br /><br />
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| − | # Click '''Deploy'''.<br />[[File:|700px|border]]<br /><br />In a couple of seconds, the configuration bundle will be deployed:<br />[[File:|700px|border]]<br /><br />
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| − | # Check the list of payment methods that have been imported from X-Payments. On the screenshot below you can see that a XXX single payment method has been imported - "Authorize.Net":<br />[[File:|700px|border]]<br /><br />If you need to add more payment methods that will work for your Zoey store via X-Payments, you will have to add them in X-Payments and use the '''Re-import payment methods''' button in the Zoey store to import them.<br />[[File:|700px|border]]<br /><br />To quickly access the X-Payments page where you can add more payment methods, use the "Add payment method" link.<br />[[File:|700px|border]]<br />It is possible to add up to XXX three payment methods.<br /><br />
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| − | # If you look at the details of the payment method "Authorize.Net" we have imported from X-Payments, you will see that it is set to work using the currency "USD".<br />[[File:|700px|border]]<br /><br /> The currency is set in X-Payments, and should you want to change the currency used, you will want to do that via the payment configuration settings on the X-Payments end, after which you will have to re-import the payment method settings into your Zoey store with the '''Re-import payment methods''' button.<br /><br />
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| − | # Also note the "Save card" checkbox for the imported Authorize.Net payment method.<br />[[File:|700px|border]]<br /><br />The presence of this checkbox means that the method allows the use of saved credit cards. If you want to allow your customers to save credit cards for future use at your store using this payment method, keep the checkbox enabled. In this case, registered customers will be provided with an option to save their credit card details for future orders - either during checkout or at any other time via the XXX "MY PAYMENT CARDS" section of their account.<br />{{Note1|'''Note''': The credit card details will be saved in a PCI compliant manner (by your payment service provider, '''not''' by your Zoey store itself). After having their credit card details saved, customers will be able to use their saved credit cards for new orders. You - as the store administrator - will also be able to use your customers' saved credit cards to create XXX orders for your customers via the Zoey store Admin panel.}}<br />If you do not want to allow the use of saved credit cards using this method, unselect the checkbox. In this case, your customers will not be able to save their cards or use them for payment.<br /><br />
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| − | # After the deployment of the configuration bundle, the payment methods imported from X-Payments are not active for your Zoey store yet. (Note the unchecked checkbox in the first column on the left opposite the payment method name "Authorize.Net". Also note the option "Disable X-Payments payment method" which is currently enabled):<br />[[File:|700px|border]]<br /><br />To be able to use the imported methods, you will need to activate them. To activate a payment method, select the checkbox in the first column on the left opposite the method name.<br />[[File:|700px|border]]<br /><br />
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| − | <br /><br /><br /><br />
| + | Information on multi-address checkout and shipping can be found here: |
| − | # After selecting the checkbox to enable a payment method, you get access to the method configuration settings. For example, after we selected the checkbox for Authorize.Net, two additional sections appeared on the payment methods page:<br />[[File:|700px|border]]<br /><br />Note that with a greater number of imported payment methods you will get more settings sections (a section for each imported payment method + one more section for "Use saved creedit card").<br />[[File:|700px|border]]<br />You can use the settings in these sections to fine-tune the way the respective payment methods will look and work for your Zoey store customers. For example, you can rename the methods or change the sort order in which they appear to the customer at checkout. For payment methods like Authorize.Net, the following settings can be adjusted:
| + | :* [[Zoey and X-Payments: Multi-Address Checkout and Shipping]] |
| − | #* '''Title''': This field can be used to set the name for the payment method - as it should be seen by your Zoey store users. The name entered into this field will replace the name imported from X-Payments.
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| − | #* '''Use forced authorize operation''' (Work only for non-recurring product order): This setting determines how the buyer's credit card is charged when they pay you using this method:<br />If this is set to ''Yes'', a two-step process is used in which the authorization of payment is separated from the capture of the authorized payment. At the time of the initial transaction, you perform only an authorization on the buyer's card without actually capturing the funds. This corresponds to the payment status "Authorized" in X-Payments, the status XXX "X-Payments Pending payment" in the Zoey admin and the status "X-Payments Authorized payment" in the XXX Zoey front end. Later you need to take additional steps to capture the funds or void the authorization.<br />If this is set to ''No'', an actual charge is made on the buyer's card as soon as the buyer's payment information is processed by the payment gateway - without any further interaction on your part. In X-Payments the status of such payments appears as "Charged", which corresponds to the Zoey status "Processing".<br />Some payment gateways do not support two-step payments with separate authorization and capture, so if you wish to choose the "Use forced Authorize operation" option, make sure your payment gateway supports this feature.<br />The option "Use forced Authorize operation" can be used to override the value of the "Initial transaction" setting of the payment configuration used by your Zoey store - as provided on the respective Payment configuration details page in X-Payments: Setting "Use forced Authorize operation" to ''Yes'' in Zoey allows you to have a two-step payment process with separate authorization and capture - even if the payment configuration in X-Payments is configured to use the "Auth and capture" mode for the initial transaction.
| + | ==Using X-Payments with Zoey: Customer experience== |
| − | #* '''Use forced authorize operation for recurring products''': This setting is similar to "Use forced Authorize operation", but applies only to the initial fee of products with recurring profiles.
| + | :* [[X-Payments:Zoey checkout routine when using X-Payments | Zoey checkout routine when using X-Payments]] |
| − | #* '''Sort order''': This setting can be used to adjust the order in which payment method should be displayed at checkout. The required sort order position for the payment method can be set by entering the desired position number into this field. The smaller the number, the higher the position of the payment method on the list.
| + | :* [[X-Payments:PCI_compliant_credit_card_saving_when_using_X-Payments_with_Zoey | PCI compliant credit card saving when using X-Payments with Zoey]] |
| − | #* '''Payment from applicable countries''': If necessary, you can use this setting to specify the countries for which this payment method should work.<br />
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| − | # Be sure to click the '''Save config''' button after making any changes to the configuration of your payment methods.<br />[[File:|700px|border]]<br /><br />
| + | ==Using X-Payments with Zoey: Administrator experience== |
| − | #
| + | :* [[X-Payments:Finding out the order state for X-Payments orders when using X-Payments with Zoey | Finding out the order state for X-Payments orders when using X-Payments with Zoey]] |
| | + | :* [[X-Payments:Capturing payments when using X-Payments with Zoey | Capturing payments when using X-Payments with Zoey]] |
| | + | :* [[X-Payments:Issuing refunds when using X-Payments with Zoey | Issuing refunds when using X-Payments with Zoey]] |
| | + | :* [[X-Payments:Canceling payments when using X-Payments with Zoey | Canceling payments when using X-Payments with Zoey]] |
| | + | :* [[X-Payments:Editing X-Payments orders in Zoey|Editing X-Payments orders in Zoey]] |
| | + | :* [[X-Payments:Capture, Void and Refund via the X-Payment Order State section when using X-Payments with_Zoey | Capture, Void and Refund via the X-Payment Order State section when using X-Payments with_Zoey]] |
| | + | :* [[X-Payments:PCI compliant credit card saving on behalf of a customer (Zoey)|PCI compliant credit card saving on behalf of a customer (Zoey)]] |
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| | + | ==Video tutorials (outdated)== |
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| | + | :* [[X-Payments:Video_Tutotials_on_Using_X-Payments_with_Zoey | Video Tutotials on Using X-Payments with Zoey]] |
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| | + | [[Category:X-Payments_Connection_Manuals]] |
