First Data Global Gateway e4 Settings

Overview

If you have a First Data Global merchant account, you can configure ShopSite to process credit card orders through the First Data Global Gateway 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 First Data Global for verification. If the information is correct and there are funds available to cover the cost of the order, First Data Global 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 and select the order and click Bill Orders to start the process to receive payment. ShopSite will send a request to First Data Global to capture the funds for that order, and the funds will be transferred to your First Data Global merchant account, usually within a couple of business days.

Click here to begin the application process for a First Data Global Gateway account.

ShopSite Setup

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

Go to the Commerce Setup screen in ShopSite and click Payment Setup.

In the Credit Card Processing section of the screen, click the First Data Global Gateway e4 link, which opens a popup screen containing the fields listed below. Fill in the fields with the information for your store.

Go to Commerce Setup > States and Countries and select the option to use both state and country pull-down lists instead of text fields. This is required for First Data Global processing so that ShopSite sends the correct state and country information to the First Data Global server.

Note:

You must set ShopSite to use state and country pull-down lists with the First Data e4 Gateway.

Host

Select whether to use the Test Server or the Live Server. You should use the Live Server unless you are testing your configuration or debugging payment processing errors.

Gateway ID (Exact ID)

Password

Key id

HMAC key

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 Authorize (PREAUTH). If your store sells digital download products, you may want to set this to Authorize and Capture (SALE) to ensure that the funds are actually captured before customers are given access to the online products.

Authorize (PREAUTH): Authorize (PREAUTH) is the normal transaction method for ShopSite. When a customer clicks "Submit This Order," ShopSite sends the transaction to First Data Global 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.
Authorize and Capture (SALE): Authorize and Capture (SALE) authorizes a transaction and captures funds all at once. ShopSite sends a transaction to First Data Global for approval, the transaction is approved, ShopSite is notified of the approval, and the transaction automatically settles at the end of the business day without any further action by the merchant.
POST AUTH: A POSTAUTH transaction is used to capture funds authorized previously using an PREAUTH transaction.

Store Name

Your First Data Global store name (often a number), given to you when you registered for a First Data Global account.

Digital Certificate

You must paste your First Data Global digital certificate into this field. Since the digital certificate is long and difficult to type exactly, you should open the e-mail message that you received from First Data Global containing your digital certificate, select the private key and certificate with your mouse and copy it (it’s the really long string of letters and numbers), and then paste it into the field on the ShopSite screen. You must copy and paste the entire certificate, which includes both the RSA PRIVATE KEY part and the CERTIFICATE part. Copy everything, starting with the line that says
-----BEGIN RSA PRIVATE KEY-----
and ending with the line that says
-----END CERTIFICATE-----.

Verification

Choose payment verification and security options that you would like ShopSite to use with First Data Global payment processing.

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.

Reject on CVV2 failure

Check this box to have ShopSite reject payments when the CVV2 value does not validate.

Reject on AVS Street Address Failure

Check this box to have ShopSite reject payments when the street address does not validate.

Reject on AVS ZipCode Failure

Check this box to have ShopSite reject payments when the Zip code does not validate.

Display Error Details

Check this box only when setting up a new First Data Global 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 only you making test purchases. Turn this option off when you are ready to accept real transactions.

Credit Cards

Supported cards and other payment types

Select which credit cards you want to accept payments from. If you are using a real-time payment gateway, you should check to see what cards your gateway accepts, and what the fees for those cards are. Check the box beside the card name to accept payment from that card. You can select any (or all) of the following:

Visa
MasterCard
Discover
American Express
Diner's Club/Carte Blanche
JCB

CVV2 Help Text

Enter the text to be used for the CVV2 Help Link. If your credit card processor is configured to include a CVV2 field with the payment information, this text will be displayed as a link beside the field.

CVV2 Help URL

This is the URL to be used for the CVV2 Help Link. When a customer clicks the link beside the CVV2 field, a new window will open to this URL. You can use the default URL or you can create your own page explaining what a CVV2 is and where to find it on a credit card.

Click Save and Enable 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.

ShopSite Help and Resource Center
Last updated: February 18, 2014
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