Authorize.net CIM - Revision history

SarahK: /* Adding the Authorize.net CIM Payment Gateway */

2022-09-28T19:29:05Z

‎Adding the Authorize.net CIM Payment Gateway

SarahK at 20:15, 7 September 2022

2022-09-07T20:15:50Z

SarahK at 19:52, 21 March 2022

2022-03-21T19:52:59Z

AlexN at 11:15, 21 September 2021

2021-09-21T11:15:07Z

SarahK at 16:01, 4 August 2020

2020-08-04T16:01:49Z

John: Remove CIM Migration Script as it's only compatible with PHP 5.6

2019-09-03T09:56:41Z

Remove CIM Migration Script as it's only compatible with PHP 5.6

John: /* Setup */

2017-04-07T17:18:16Z

‎Setup

John: /* Migration */

2017-02-27T11:45:40Z

‎Migration

John: /* Migration */

2017-02-27T11:43:39Z

‎Migration

John: /* Migration */

2015-09-30T10:14:46Z

‎Migration

@@ Line 18: / Line 18: @@
 # Go to the appropriate location for your version of WHMCS:
-#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
+#* For WHMCS 8.0 and later, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations''' or '''Addons > [[Apps and Integrations|Apps & Integrations]]'''.
-#* For WHMCS 8.0 to 8.6, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
+#* For WHMCS 7.10 and earlier, go to '''Setup > Products/Services > [[Payment Gateways]]''' and choose '''All Payment Gateways'''.
 # Click '''Authorize.net CIM'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 17: / Line 17: @@
 To set up the payment gateway in WHMCS:
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Payment Gateways'''.
+# Go to the appropriate location for your version of WHMCS:
-# Choose the '''All Payment Gateways''' tab.
+#* For WHMCS 8.6 and later, go to '''Addons > [[Apps and Integrations|Apps & Integrations]]''' or '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Apps & Integrations'''.
 # Click '''Authorize.net CIM'''.
 # Check '''Show on Order Form''' to display this payment method in the Client Area during checkout.

@@ Line 1: / Line 1: @@
 {{gateways
 | type = token
@@ Line 8: / Line 13: @@
 }}
-The Authorize.net Customer Information Manager (CIM) system allows you to store customers' sensitive payment information on Authorize.net's secure servers, simplifying your compliance with the Payment Card Industry Data Security Standard (PCI DSS).
+== Adding the Authorize.net CIM Payment Gateway ==
-This works by only storing the full card number on Authorize's system, and not locally in your WHMCS database, and thus even if you were to be compromised, the encrypted full card numbers are not there for any potential hackers to access and potentially use.
+To set up the payment gateway in WHMCS:
-==Setup==
+===Test Mode===
-Begin by activating the Authorize.net CIM module in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payment Gateways'''. Enter your Auth.net Login ID and Transaction Key where requested.
+You can use test mode to simulate payment processing without actually causing a transaction to occur. This can be useful to test your configuration. For Authorize.net CIM, this uses the Validation Mode parameter.
-===Validation Mode===
+You can choose these settings:
-The Validation Mode parameter enables you to generate a test transaction at the time you create or update a customer profile.
+* '''Live''' — Generates a transaction to the processor in the amount of $0.01 or $0.00. If successful, the transaction is immediately voided. Visa authorization transactions are changing from $0.01 to $0.00 for all processors. All other credit card types use $0.01. Consult your Merchant Account Provider before changing to Zero Dollar Authorizations for Visa because you may be subject to fees.
-'''Live''' — Generates a transaction to the processor in the amount of $0.01 or $0.00. If successful, the transaction is immediately voided. Visa authorization transactions are changing from $0.01 to $0.00 for all processors. All other credit card types use $0.01. Consult your Merchant Account Provider before changing to Zero Dollar Authorizations for Visa because you may be subject to fees.
+==Troubleshooting==
-'''None''' — When this value is selected, no additional validation is performed.
+''N/A''
 {{modules}}

@@ Line 5: / Line 5: @@
 | updatecc = yes
 | deletecc = yes
 }}

@@ Line 13: / Line 13: @@
 ==Setup==
-Begin by activating the Authorize.net CIM module in '''Setup > Payment Gateways''' and then enter your Auth.net Login ID & Transaction Key where requested.
+Begin by activating the Authorize.net CIM module in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payment Gateways'''. Enter your Auth.net Login ID and Transaction Key where requested.
 ===Validation Mode===

← Older revision		Revision as of 09:56, 3 September 2019
Line 22:		Line 22:

	'''None''' — When this value is selected, no additional validation is performed.		'''None''' — When this value is selected, no additional validation is performed.
−
−	~~==Migration==~~
−
−	For users currently processing payment using the Authorize.net module, a migration tool available for automatically transferring all your existing locally stored clients credit card numbers in WHMCS v6 and 7 (PHP 5.6 only) over to the CIM system. The tool can be downloaded @ http://www.whmcs.com/download/73/authnet_cim_migration_script . When using the migration tool activate and configure the Authorize.net CIM module, run the import script and then deactivate the regular Authorize.net module.
−
−	'''Errors:''' Should any errors occur during the import process review Billing > Gateway Log inside your WHMCS admin area and it should hold the full details of the responses from the Authorize.net API for each attempted card storage. This will aid in identifying and rectifying the problem.
−

	{{modules}}		{{modules}}

← Older revision		Revision as of 17:18, 7 April 2017
Line 14:		Line 14:

	Begin by activating the Authorize.net CIM module in '''Setup > Payment Gateways''' and then enter your Auth.net Login ID & Transaction Key where requested.		Begin by activating the Authorize.net CIM module in '''Setup > Payment Gateways''' and then enter your Auth.net Login ID & Transaction Key where requested.
−
−	Contrary to what you might think, you should not tick the settings to "Disable Credit Card Storage" and "Allow Client CC Removal" in '''Setup > General Settings > Security''' as that will disable entry by a client.
−
−	It must be enabled to show the credit card payment form and allow clients to update their card details, but the fact you are using the Authorize.net CIM module will prevent the details being stored locally in WHMCS and instead store them only on the remote system.

	===Validation Mode===		===Validation Mode===

@@ Line 29: / Line 29: @@
 ==Migration==
-For users currently processing payment using the Authorize.net module, a migration tool available for automatically transferring all your existing locally stored clients credit card numbers in WHMCS v5 over to the CIM system. The tool can be downloaded @ http://www.whmcs.com/download/73/authnet_cim_migration_script . When using the migration tool activate and configure the Authorize.net CIM module, run the import script and then deactivate the regular Authorize.net module.
+For users currently processing payment using the Authorize.net module, a migration tool available for automatically transferring all your existing locally stored clients credit card numbers in WHMCS v6 and 7 (PHP 5.6 only) over to the CIM system. The tool can be downloaded @ http://www.whmcs.com/download/73/authnet_cim_migration_script . When using the migration tool activate and configure the Authorize.net CIM module, run the import script and then deactivate the regular Authorize.net module.
 '''Errors:''' Should any errors occur during the import process review Billing > Gateway Log inside your WHMCS admin area and it should hold the full details of the responses from the Authorize.net API for each attempted card storage. This will aid in identifying and rectifying the problem.