SEGPAY WooCommerce Plugin SETUP Client Documentation Version 1.1 May 11, 2017
Table of Contents Version Tracking... 3 Summary... 4 Pre-Installation Checklist... 4 Plugin Installation... 5 Testing... 9 Go Live... 10 Segpay Client WooCommerce Plugin Setup 2
Version Tracking Version Number Modification Date Modified By 1.00 12/08/2015 Product Development 1.1 5/11/2017 Product Development Changes Completed Initial Documentation Completed. Updates. Segpay Client WooCommerce Plugin Setup 3
Summary Merchants running a shop using WordPress with WooCommerce can process payments through SegPay. Just follow the instructions below to install the SegPay plugin. OpenSourcePlatform: WooCommerce Prerequisites: Wordpress, WooCommerce Plugin Pre-Installation Checklist Complete the following steps before installing the plugin: 1. Create a Segpay account, if you do not have one already: http://segpay.com 2. Contact your Segpay Account Rep and request the following three things: a. Dynamic Pricing: First, ask your rep to set up dynamic pricing for your account. As part of that process, you will be approved for a maximum purchase amount that can be submitted from your cart. b. Installation file: Second, request the plugin installation zip file for Woocommerce. Once received, save the file to a folder on your computer. c. Username and Access Key: Third, ask your rep to create a Username and Access Key for SegPay Reporting Services (SRS). 3. Check our Merchant Setup documentation at: http://support.segpay.com/kb/article/16-merchant-setup-overview for help setting up packages and postbacks, and generating an EticketId. Feel free to reach out to your SegPay rep for help with this, as well. Segpay Client WooCommerce Plugin Setup 4
4. Login to the SegPay Merchant Portal to set up a Transaction Postback (Trans post). a. Enter the following in the URL field: (Populate YOUR_SITE_URL with the actual domain where this request will go). YOUR_SITE_URL?segpay_notify=1&action=<action>&approved=<approved>&tra ntype=<trantype>&purchaseid=<purchaseid>&tranid=<tranid>&price=<price>&c urrencycode=<currencycode>&eticketid=<eticketid>&ip=<ipaddress>&desc=<de sc>&name=<billname>&firstname=<billnamefirst>&lastname=<billnamelast>&e mail=<billemail>&phone=<billphone>&address=<billaddr>&city=<billcity>&state =<billstate>&zipcode=<billzip>&country=<billcntry>&billertranstime=<transtime >&invoiceid=<extra invoiceid> b. Enter OK in the Expected Response field for the Transaction Postback. Plugin Installation 1. Login to Wordpress and go to: Admin Plugins Add New. Click Upload Plugin (see image below) then click Choose File and select the zip file that your SegPay rep sent to you. 2. Click Install Now. Once the plugin is installed, go to Plugins Installed Plugins (if you are not redirected there automatically) and activate the SegPay Gateway for WooCommerce (see image below). Segpay Client WooCommerce Plugin Setup 5
3. Go to WooCommerce Settings and select the Checkout tab along the top of the page. 4. Next to Checkout Options, click Segpay. 5. Select the checkbox next to Enable SegPay Payment Module. Click Save Changes at the bottom of the page. 6. The following fields are displayed: o Title: SegPay (pre-populated) o Description: Pay securely by Credit or Debit Card through Segpay Secure Servers. (pre-populated) Segpay Client WooCommerce Plugin Setup 6
o eticket ID: Enter your custom eticketid, in the format XXXXXX:YYYY. From Pre- Installation step 3 above. o Username/Password: Enter your SRS Username and Access Key. From Pre- Installation step 2c above. o Live Payment URL: https://secure4.segpay.com/billing/poset.cgi (prepopulated). o Price Hash URL: http://srs.segpay.com/pricinghash/pricinghash.svc/getdynamictrans (prepopulated). Segpay Client WooCommerce Plugin Setup 7
o Refund URL: http://srs.segpay.com/adm.asmx/refundtransaction (prepopulated). o Authorized Text: Transaction Successful (pre-populated). o Declined Text: Transaction Failed (pre-populated). 7. Click Save Changes at the bottom of the page. Segpay Client WooCommerce Plugin Setup 8
Testing You re ready to take payments; however your account is initially in Test Mode, meaning no actual charges are processed yet. Follow the steps below to run a payment in Test Mode before we set your account to Live: 1. Place an order in your shop, proceed to checkout, enter billing info and select SegPay. Click Place Order. 2. On the SegPay Payment page, enter your card details and click Complete This Secure Purchase. 3. You will see a Success page, confirming your test payment went through, and then redirected back to your shop s website. If you are not taken back to your shop automatically, click Transaction Successful. Note that you can customize this message. Go to WooCommerce Settings and look for the Authorized Text field (see step 6 in previous section). 4. Go back to the WordPress Admin area and click WooCommerce Orders. You will see the test order listed. Click to view it. 5. Click Refund to test that you can refund a payment (see image below). Then click Refund via SegPay. Segpay Client WooCommerce Plugin Setup 9
Go Live After testing, please contact SegPay Technical Support (techsupport@segpay.com) to have your account set to Live mode. A technical integration specialist will run an additional end-to-end test to ensure everything is working properly, and let you know when you re ready to start taking payments. Segpay Client WooCommerce Plugin Setup 10