Setting up your Gateway Connection in WooCommerce

In this article we will take you though the step-by-step instructions for setting up WooCommerce to connect to the Payment platform as a gateway.

Instructions for Installing the WooCommerce Plug-in

1. Login to your WordPress account
   
   
   

2. Then navigate to Plugins | Add New and click on the link
   
   
   

3. At the top of the Add Plugins screen click on the Upload Plugin button
    
   
   

4. Click on the Choose File button and locate the Plugin you downloaded in Step 1, then click Install Now
   
   
   

5. Once installed, navigate back to Plugins | Installed Plugins and click on the link
    

   Note: You may request your API Login ID and Transaction Key to your Representative.
   
   

6. In the list of Installed plugins, find the plugin called Payment for WooCommerce and click the Activate link.

7. Navigate to WooCommerce | Settings and click on that link.
   
   
   

8. Then click on the Payments tab and find Payment and click on the Enabled toggle switch.
   NOTE: If you are replacing a previous payment method with Payment, make sure to de-toggle the toggle switch for the payment method you will not longer be using.
   
   
   
9. After enabling Payment as a payment method, click on the Manage button in the Payment row
   
   
   

10. Fill out the above fields as follow:
    Enabled/Disabled: Make sure that is checked.
    
    Title: This can be anything you would like and displays as the payment type on the customer checkout page.
    RECOMMENDED VALUE Credit Card
    
    Description: This can by anything you would like and displays inside the payment type box.
    RECOMMENDED VALUE blank
    
    UserName: This is the API Login ID you recorded in Step 5
    
    Password: This is the Transaction Key you recorded in Step 5
    
    Enable/Disable Customer Receipt: In most WooCommerce installations, WooCommerce handles emailing the customer with Orders and Receipts. If enabled here, WooCommerce will still do whatever it is configured to do and the Payment Gateway will also send an email to the customer.
    RECOMMENDED VALUE Unchecked
    
    Saved Cards: If the payment gateway supports saved cards for recurring billing and you are using recurring billing you want to make sure this is checked; otherwise, leave this unchecked.
    
    Transaction Type: If you want to authorize and capture as a completed sale completes, select Sale; otherwise, if you only want to get an authorization on the customers credit card and charge the final total later in WooCommerce, select Authorize Only.
    RECOMMENDED VALUE Sale (Authorize and Capture)
    
    Accepted Cars: You will want to check with your payment processor to see what payment networks you are configured for and select those card types.
    
    

11. Once completed with the steps above, click on the Save changes buttons and you are ready to start accepting cards through Payment.