Preparing your Authorize.net account for integration with ServiceBridge

Preparing your Authorize.net account for integration with ServiceBridge:

 

Step 1: Enable Transaction Details API

The Transaction Details API setting allows you to retrieve information about your transactions and settled batches in ServiceBridge using your API Login ID and Transaction Key. Also, this needs to be enabled in order to process payments in ServiceBridge Web App and ServiceBridge Mobile.

Enabling the Transaction Details API:

1.      Log on to the Merchant Interface at https://account.authorize.net 
2.      Select Settings under Account in the main menu on the left. 
3.      Click the Transaction Details API link in the Security Settings section. The Transaction Details API screen opens.
4.      If you have not already enabled the Transaction Details API, enter the answer to your Secret Question, then click Enable Transaction Details API. 
5.      When you have successfully enabled the Transaction Details API, the Settings page displays.


Step 2: Enable Customer Information Manager 

CIM allows you to store your customers’ sensitive payment information on authorize.net secure servers, simplifying payments for returning customers and recurring transactions. It can also help you comply with the Payment Card Industry (PCI) Data Security Standard, since customer data is not stored in ServiceBridge. Once set up you will be able to store your customers’ information as a Payment Profile instead of re-entering the same credit card information every time you need to process a credit card payment. Each customer can include up to 10 payment profiles

  1. Under Tools select Customer Information Manager 
  2. Below Sign Up Now section, select ‘Sign up for Customer Information Manager (CIM) Now’ 
  3. Read over the terms and select ‘I Agree’


Step 3: Obtain the API Login ID and Transaction Key

Your API Login ID and Transaction Key are unique pieces of information specifically associated with your payment gateway account. These two values are only required when setting up an Internet connection between ServiceBridge and the payment gateway. They are used by the payment gateway to authenticate that you are authorized to submit transactions via ServiceBridge. Transactions that cannot be authenticated by the payment gateway using these values are not processed.

  1. Click Account from the main toolbar. 
  2. Click Settings in the main left side menu. 
  3. Click API Login ID and Transaction Key in the Security Settings section. 
  4. Under Create New Transaction Key, enter your Secret Answer. 
  5. Click Submit. 
  6. The API Login ID and Transaction Key will be displayed on the screen 
  7. Send this information to support@servicebridge.com and we will integrate it with your current ServiceBridge account 


Note: Be sure to record your Transaction Key immediately in a secure manner or copy it immediately to a file in a secure location, since it is not always visible in the Merchant Interface like the API Login ID. Once you navigate away from the confirmation page, there is no other way to access the Transaction Key in the Merchant Interface. You would have to generate a new Transaction Key and notify ServiceBridge so the key can be updated.


Step 4: Disable Credit Card Test Mode 

For security reasons, all new Authorize.Net accounts are set in Test Mode. When an account is in Test Mode, transactions may be submitted that will not be authorized or charged to the account numbers provided in the transactions. When the payment gateway is in Test Mode, each page in your Merchant Interface will show a banner stating, ‘ACCOUNT IS IN TEST MODE - REAL TRANSACTIONS WILL NOT BE PROCESSED’ 

  1. Click Account from the main toolbar. 
  2. Click Settings in the main left side menu. 
  3. Under security settings click Test Mode. 
  4. Click the Turn Test OFF button. The interface will confirm that the Test Mode Settings have been Successfully Applied and you're now in live mode.
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