The AppExchange holds extra applications that can be downloaded for Salesforce.
1. Check prerequisites
Before installing Payments2Us from the AppExchange, check you have the following - Developer Edition (DE), Enterprise Edition (EE) or Unlimited Edition (UE) of Salesforce
More information about Salesforce can be found at www.salesforce.com
Your organisation should have Chatter Enabled
2. Navigate to the AppExchange - www.appexchange.com
Or you can go to the AppExhange within Saleforce (see 2.1)
2.1. Find the AppExchange button within Salesforce on the App Launcher popup at the top RHS (It is also on the RHS of the 'Installed Packages' page in Setup) :
2.2. Search for our application 'Payments2Us'
3. Install Payments2Us
3.1. Double click to open the Payments2Us app
3.3. Enter your Salesforce login details
3.4. Choose either Production (live) or Sandbox (test) version of Salesforce
3.5. Confirm and install your choice
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- Read and tick the Terms and Conditions box
- Salesforce will redirect you into an Installation Wizard
4. Follow the Salesforce Installation Wizard
4.1. Select the user(s) that will receive the Payments2Us application and click on 'Install'
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Granting access to admins only (System Administrators) allows for internal testing before the the application is fully deployed to all users.
If you select "Install for admins Only" for your first and/or subsequent installs, then you will need to make sure all users that will be using Payments2Us have either the "Payements2Us Admin User" OR "Payments2US Standard User" Permission Set assigned to them.
4.2. Grant Third-Party Access to all websites shown
NOTES:
Payments2Us uses the web service provided by third party Direct Payment Solutions, PayPal, Geonames.org and Google.
These 3rd party integrations are mainly used on the checkout forms, refund forms, tokenisation and token charge forms.
- ssl.geoplugin.net - obtains the users city and country by IP address. This enables the forms to be prefilled
- www.google.com - is used for the CAPTCHA on checkout form
- maps.google.com - Google Places API. Used for autocomplete on address fields in checkout and manual payments [NO LONGER IN USE]
- secure.geonames.org - provides auto-complete for suburb and post codes [NO LONGER IN USE]
- ...paypal.com - allow for paypal transactions - purchase/refund/authorisation/auth-complete
- ...paymentexpress.com - allow for credit card transactions - purchase/refund/authorisation/auth-complete/expiry date updates and recurring charges
- uat.paymentexpress.com - allow for test credit card transactions - purchase/refund/authorisation/auth-complete/expiry date updates and recurring charges [NO LONGER IN USE]
- api.authorize.net - Authorize.net production
- apitest.authorize.net - Authorize.net Sandbox/testing environment
- kleber.datatoolscloud.net.au - DataTools Kleber - data validation, including being used for autocomplete on address fields in checkout and manual payments
- Payments2Us.screenstepslive.com - For sidebar help panel. Enables automatic searching of help articles depending on which tab in salesforce you are on. [NO LONGER IN USE]
- api.stripe.com - For Stripe payment gateway. Purchase (credit Card, ACH), refund, Authorisation, Authorisation-complete, Recuring Payments (Credit Card, ACH), update card/ach,verify bank,
- transact.nab.com.au - For NAB Transaction Payment Gateway. Purchases, Refund, Authorisation, Authorisation-complete, Customer Profile update.
- demo.transact.nab.com.au - For NAB Transaction Payment Gateway Sandbox. Purchases, Refund, Authorisation, Authorisation-complete, Customer Profile update.
- aakonsult.my.salesforce.com - AAkonsult monthly billing statistic. Includes count of transaction by payment gateway user, by transaction type. Also keeps License options updated.
It is a requirement by AAkonsult that this webservice remains active so that we can correctly charge. - api.demo.ezidebit.com.au/V3-5/public-rest - EziDebit Payment Gateway - Sandbox
- api.ezidebit.com.au/V3-5/public-rest - EziDebit Payment Gateway - Production
- apix.ezidebit.com.au - EziDebit JSON/Single use token - Production
- apix.demo.ezidebit.com.au - EziDebit JSON/Single use token - Sandbox
- api.bpaygroup.com.au - BPAY for generating and assigning BPAY Cusotmer Reference Numbers
- ct-api.bpaygroup.com.au - BPAY pre-production (sandbox) for generating and assigning BPAY Cusotmer Reference Numbers
- api.datatrans.com - Datatrans payment gateway production
- api.sandbox.datatrans.com - Datatrans payment gateway sandbox
- production.api.yodlee.com.au - Yodlee bank feed integration - Production
- sandbox.api.yodlee.com.au - Yodlee bank feed integration - Sandbox, sample bank accounts
- development.api.yodlee.com.au - Yodlee bank feed integration - Sandbox, but able to connect to Bank Accounts
- windcave.com - Windcave Payment Gateway Production
- uat.windcave.com - Windcave Payment Gateway Sandbox
- geoip.maxmind.com - Used to locate Country of IP address. Used to validated blocked countries, plus saved on Payment Txn
- infraud.maxmind.com - Used on public facing Checkout Forms to validate details, IP and other characteristic to determine if the transaction is possibly fraudulent.
- identity.xero.com - Xero Connection Authorisation setup and for authentication for all integration requests
- api.xero.com - Xero Syncs of data including Metadata, Contacts, Invoices, Payments etc.
- api.quickstream.support.qvalent.com - Westpac Quickstream payment gateway Sandbox
- api.quickstream.westpac.com.au - Westpac Quickstream payment gateway Production
- api.addressfinder.io - AddressFinder data validation, including being used for autocomplete on address fields in checkout and manual payments
- mock.globalrapid.io - Global Payments Oceania Payment Gateway. Used for testing and when Environment set to Sandbox
- api.gpaunz.com - Global Payments Oceania Payment Gateway. Used for live accounts and when Environment set to Production
- sandbox-api.payfurl.com - payFURL Payment Gateway. Used for testing and when Environment set to Sandbox.
- api.payfurl.com - payFURL Payment Gateway. Used for live accounts and when Environment set to Production.
- oauth2.sky.blackbaud.com - Blackbaud Payment Gateway. Used for performing authorisation of Blackbaud with Payments2Us.
- api.sky.blackbaud.com - Blackbaud Payment Gateway. Used for creating transactions etc.
4.3. Await email notification when install is complete
This should take between 3 to 5 minutes.
You can test out the capabilities of Payments2Us with our Quick Start templates