PSiGate Setup

If you have a PSiGate merchant account, you can configure ShopSite to process credit card orders in real time. Your customers can enter their credit card information (including billing address) on the shipping screen and ShopSite will forward that information to PSiGate for verification. If the information is correct and there are funds available to cover the cost of the order, PSiGate will tell ShopSite that the order is authorized and ShopSite will display a receipt to the customer.

After you ship an order, you can go to the Orders screen in the back office, select the order, and then click Bill Orders to start the process to receive payment. ShopSite will send a request to PSiGate to capture the funds for that order, and the funds will be transferred to your merchant bank account, usually within a couple of business days.

PSiGate Setup

Before configuring ShopSite to process credit cards with PSiGate, you must have an PSiGate account. Click here to begin the application process for a PSiGate account.

ShopSite Setup

After you have registered with PSiGate and received your merchant information, follow these steps to configure your store to use PSiGate for payment processing:

Host

The Host server that ShopSite will connect to.

Port

The Port ShopSite will connect to the PSiGate server on.

CGI Path

(Read Only) the name of the script ShopSite uses when connected to the PSiGate gateway

Store ID

The store ID you received from PSiGate.

Passphrase

The security passphrase you configured when you created your PSiGate account.

Order Transaction Type

Specify the type of transaction that you want ShopSite to process when a customer places an order. For most situations, you should leave this set to PreAuth. If your store sells digital download products, you may want to set this to Sale to ensure that the funds are actually captured before customers are given access to the online products.

PreAuth: This is the normal transaction method for ShopSite. When a customer clicks "Submit This Order," ShopSite sends the transaction to the Orbital gateway for authorization, the transaction is authorized, and ShopSite is notified of the authorization. A "hold" for the amount of the purchase is placed on the customer's credit card, but the funds are not "captured" until the merchant goes to the Orders screen in ShopSite and clicks Bill Orders.
Sale: This tells ShopSite to authorize a transaction and captures funds all at once. ShopSite sends a transaction to the Orbital gateway for approval, the transaction is approved, ShopSite is notified of the approval, and the transaction automatically settles during the next settlement period without any further action by the merchant.

Billing Transaction Type

Specify the type of transaction that you want ShopSite to process when you click the Bill Orders button. For most situations, you should leave this set to PostAuth.

Order Mode

This lets you set the system into a live transaction mode to take real orders, or any of several test modes you can use to check that you have the gateway configured properly.

Display CVV2 Entry Box

Check this box to have ShopSite include a text box on the order form for customers to enter the CVV2 value from their credit cards. See the Payment Setup help for an explanation of CVV2.

Require CVV2 Entry

Check this box to make the CVV2 field a required field on the order form.

Display Error Details

Check this box only when setting up a new RX-Payments account and making test purchases. If there are any problems with the transactions, the customer will see details about the error. Hopefully that customer is you just making test purchases. Turn this option off when you are ready to accept real transactions.

Click Save Changes after you have entered your information. At this point, you may want to place some test transactions to verify that everything is set up correctly.

PSiGate

Overview

PSiGate Setup

ShopSite Setup