Difference between revisions of "XP Cloud:Getting started"
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| − | + | To begin accepting payments with X-Payments Cloud: | |
| + | |||
| + | # If you haven't yet done so, sign up for an X-Payments Cloud trial. Create an X-Payments Cloud account and connect your online store to X-Payments Cloud. Detailed instructions for X-Cart 5 are available in the [https://kb.x-cart.com/modules/xp_cloud_connector/ X-Cart 5 Manual (Knowledge Base)]. The process includes the following steps: | ||
| + | ## Ensure that your online store has the module/addon for connection to X-Payments Cloud installed and enabled. | ||
| + | ## From the X-Payments Cloud connection page in your online store admin panel, sign up for an X-Payments Cloud account and set up a password for it. | ||
| + | ## Choose your preferred method for the 2nd step of [[X-Payments_Cloud:Two-factor_User_Authentication | two-factor user authentication]] (Google Authenticator or SMS/Text messages). | ||
| + | ## Configure your chosen method of 2nd step user authentication. Configure an additional/alternative method. | ||
| + | ## Confirm your account registration email address within 24 hours. | ||
| + | ## Try logging in to your X-Payments Cloud admin panel from the connection page in your online store. | ||
| + | # In your X-Payments Cloud admin panel, configure all the required settings: | ||
| + | ## Go to the General settings page and [[X-Payments_Cloud:General_Settings | adjust the general settings]] for your X-Payments Cloud account. | ||
| + | ## On the Payment processing page, [[X-Payments_Cloud:Payment_Configurations| add and enable one or more payment configurations]] for the payment gateways you want to use. | ||
| + | # If you are going to use the 3D-Secure payer authentication service (Verified by VISA, MasterCard Secure Code) via CardinalCommerce, [[X-Payments_Cloud:3D-Secure_Settings | configure the 3-D Secure service settings]]. Cardinal's 3D-Secure service will be used for any active payment configurations that support 3D-Secure but do not have their own built-in 3D-Secure service. | ||
| + | # If you are going to use an Antifraud service (Kount, Signifyd or NoFraud), configure the respective service settings. It will be used for all your active payment configurations. | ||
| + | # If you are going to grant access to the X-Payments Cloud admin panel to other users, go to the Users List page and [[X-Payments_Cloud:Managing_Users | create the additional user accounts]]. | ||
| + | # If necessary, [[X-Payments_Cloud:Customizing_the_Payment_Form_Appearance|adjust the appearance of the X-Payments Cloud payment form for your customers]] and [[X-Payments_Cloud:Translating_or_Editing_the_User_Interface_Text|translate or edit the user interface text]]. | ||
| + | # Convert your trial X-Payments Cloud account to a live one. | ||
| + | # (Multistore X-Payments plan) Connect all the online stores that you are going to use with X-Payments Cloud to your existing X-Payments Cloud account. | ||
| + | |||
| + | [[Category:X-Payments Cloud User Manual]] | ||
Latest revision as of 13:11, 14 March 2020
- X-Payments Cloud: General information
- Get Started with X-Payments Cloud
- Two-factor User Authentication
- General Settings
- Payment Configurations
- Services
- Users
- User Interface
- Payments
- Payments List
- Payment Statuses
- Search for Payments
- View the Details of a Payment
- Delete a Payment
- Auth and Capture (Capturing Funds)
- Void an Authorization
- Issue a Refund
- Manage High Risk Transactions
- Emulate Transactions
- Clear Cardholder Data
- Tokenization and Re-Use of Saved Cards
- Delayed Payment Feature
- Supported Payment Gateways
- What's New in X-Payments Cloud
To begin accepting payments with X-Payments Cloud:
- If you haven't yet done so, sign up for an X-Payments Cloud trial. Create an X-Payments Cloud account and connect your online store to X-Payments Cloud. Detailed instructions for X-Cart 5 are available in the X-Cart 5 Manual (Knowledge Base). The process includes the following steps:
- Ensure that your online store has the module/addon for connection to X-Payments Cloud installed and enabled.
- From the X-Payments Cloud connection page in your online store admin panel, sign up for an X-Payments Cloud account and set up a password for it.
- Choose your preferred method for the 2nd step of two-factor user authentication (Google Authenticator or SMS/Text messages).
- Configure your chosen method of 2nd step user authentication. Configure an additional/alternative method.
- Confirm your account registration email address within 24 hours.
- Try logging in to your X-Payments Cloud admin panel from the connection page in your online store.
- In your X-Payments Cloud admin panel, configure all the required settings:
- Go to the General settings page and adjust the general settings for your X-Payments Cloud account.
- On the Payment processing page, add and enable one or more payment configurations for the payment gateways you want to use.
- If you are going to use the 3D-Secure payer authentication service (Verified by VISA, MasterCard Secure Code) via CardinalCommerce, configure the 3-D Secure service settings. Cardinal's 3D-Secure service will be used for any active payment configurations that support 3D-Secure but do not have their own built-in 3D-Secure service.
- If you are going to use an Antifraud service (Kount, Signifyd or NoFraud), configure the respective service settings. It will be used for all your active payment configurations.
- If you are going to grant access to the X-Payments Cloud admin panel to other users, go to the Users List page and create the additional user accounts.
- If necessary, adjust the appearance of the X-Payments Cloud payment form for your customers and translate or edit the user interface text.
- Convert your trial X-Payments Cloud account to a live one.
- (Multistore X-Payments plan) Connect all the online stores that you are going to use with X-Payments Cloud to your existing X-Payments Cloud account.
