X-Payments:Managing store connections

X-Payments user manual

1. X-Payments:General information
   • How It Works
   • Key features
2. What's New
   • What's New in X-Payments 3.1
   • What's New in X-Payments 3.0
3. System requirements
   • System requirements for X-Payments 3
   • System requirements for X-Payments 2.2
4. Installation
   • Installing X-Payments
   • Setting up file permissions for X-Payments
   • Getting started with X-Payments
5. Two-factor user authentication
   • Two-factor authentication (X-Payments 3)
   • Managing PIN codes (X-Payments 2.2 and earlier)
6. Configuring X-Payments
   • General settings
   • Online stores
   • Payment configurations
   • Encryption keys
   • 3D-Secure settings
   • KOUNT Antifraud screening
   • NoFraud fraud prevention
   • Signifyd fraud protection and chargeback prevention
7. Managing users
8. Customizing the interface
   • Customizing the interface (X-Payments 3)
   • Customizing the interface (X-Payments 2.2 and earlier)
9. Managing payments
10. Unistalling X-Payments
11. Upgrading
12. Moving X-Payments from one host to another
13. Viewing X-Payments logs
14. FAQ
15. Troubleshooting
16. Glossary
17. Supported payment gateways
    • Payment gateways supported by X-Payments 3.1
    • Payment gateways supported by X-Payments 3.0
    • Payment gateways supported by X-Payments 2.2
18. Popular Payment Methods Configuration Instructions
    • PayPal Payments Pro (PayPal API), PayPal Payments Pro (Payflow API), Payflow Pro
    • PayPal REST API
    • First Data Payeezy Gateway (ex- Global Gateway e4)
    • CyberSource - SOAP toolkit API

X-Payments needs to be provided with information about the online stores that you wish to use with it. This can be done via the 'Online Stores' page (Settings -> Online stores) in the X-Payments back end. Here you can add new stores, enable/disable existing stores, view/edit the stores' details and delete the stores you no longer wish to use with X-Payments.

Adding an Online Store

To start using a new store with X-Payments, you must add this store to the list of your online stores in the X-Payments back end.

To add a new store:

1. In the X-Payments back end, go to the 'Online Stores' page (Settings -> Online stores).
2. Click the Add new button. The 'Add new online store' section opens.
   
3. Complete the following fields:
   • Store name: Enter a short name by which this online store will be identified in X-Payments. This name will be used on the 'Payment Configurations' and 'Payments' pages.
   • Order prefix: Enter a prefix that will help you to distinguish orders from this online store from other orders in the payment gateway backoffice. The value entered into this field will be used as part of Reference ID for transactions originating at this store.
     
     Note: A full transaction Reference ID consists of the online store prefix, the payment configuration prefix and the reference ID (for example, the order ID).
   • Template: Specify the template that should be used for the page where the customers of this online store will enter payment information.
   • Payment configurations: If you have already set up the payment configurations that should be available for orders in this online store, assign them to this store by selecting the respective check boxes. If the required payment configurations have not yet been set up, just leave this field as is - you will be able to save the new store without a payment configuration assigned (the store will be marked 'Not configured'); just be sure to assign a payment configuration before connecting the store to X-Payments.
4. Click Save. The online store is created.
   After you have clicked Save, the page will refresh and you will see the 'Online Store Details' page with the details of the online store you have just added. You can use this page to edit the information you have provided at the previous step and/or obtain the information needed to connect the store in question with X-Payments (i.e. the configuration bundle, store ID and encryption keys; see the instructions for connecting your specific type of online store for more information). Note that when you first add a store in X-Payments, it is added with the Disabled status; before you can get paid by the customers of this store via X-Payments you will need to enable it.

Connecting an Online store

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Online Stores List

Online stores added to X-Payments can be viewed and managed on the 'Online Stores' page (Settings -> Online stores). On this page you can see your online stores as a list:

For each store on the list you can see its current status: Enabled or Disabled; stores that have been saved without a payment configuration assigned are marked Not configured (This can be corrected by editing the store's details).

On this page you can:

• Open the details of a specific store for viewing/editing;
• Enable/disable stores;
• Delete stores.

Viewing an Online Store's Details

To view the details of a specific store, click on its name in the list. The 'Online store details' page opens showing all the information related to the store:

On this page you can:

• View/edit the store's details;
• Enable/disable the store;
• Delete the store.

Note the following important pieces of information that can be obtained on this page:

• Encryption Keys: These are used to ensure the security of communication between your store and X-Payments.
  The standard set of encryption keys for each store includes the following:
  - the public key used to encrypt data sent to X-Payments from the store;
  - the private key used to decrypt data sent from X-Payments to the store;
  - the private key password used to decrypt the private key.
  To view or re-generate the store's encryption keys, use the View online store encryption keys link at the top of the 'Online Store Details' page.
• Store ID and Configuration bundle: These values are generated automatically when you add a new store to X-Payments. They are needed to poperly connect X-Payments to your store. The store ID allows X-Payments to correctly identify requests coming from your store. The configuration bundle is a string that contains a set of X-Payments connection settings.

Enabling/Disabling an Online Store

To enable/disable an online store, do one of the following::

• On the 'Online Stores' page:
  X-Payments 1.0: Click the [ enable ] / [ disable ] link opposite the store name:
  
  X-Payments 2.0: Click the button dropdown element opposite the store name and select the required action (Enable / Disable) from the menu:
  
  
• On the 'Online store details' page:
  X-Payments 1.0: Click the [ enable ] / [ disable ] link below the 'Store name' field:
  
  X-Payments 2.0: Click the button dropdown element near the 'Store name' field or at the bottom of the page and select the required action (Enable (and save)/Disable (and save)).
  
  

Editing an Online Store's Details

To edit information about an online store:

• On the 'Online Store Details' page:
  Edit the contents of any editable fields and click Save.

Deleting an Online Store

To delete an online store, do one of the following:

• On the 'Online Stores' page:
  X-Payments 1.0: Click the delete icon opposite the store name. Confirm the deletion.
  X-Payments 2.0: Click the button dropdown element opposite the store name and select the required action (Delete store) from the menu. Confirm the deletion.
• On the 'Online store details' page:
  X-Payments 1.0: Click the Delete store link at the bottom of the page:
  
  Confirm the deletion.
  X-Payments 2.0: Click the button dropdown element near the 'Store name' field or at the bottom of the page and select the required action (Delete store).
  
  Confirm the deletion.

This article can be downloaded as a PDF file