ManualsPayments2Us Installation Manual AppExchangeHow to download Payments2Us from the AppExchange

How to download Payments2Us from the AppExchange

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

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) :

Find the AppExchange within Salesforce by using the drop down menu at the top RHS of the screen.

2.2. Search for our application 'Payments2Us'

3. Install Payments2Us

3.1. Double click to open the Payments2Us app

3.2. Click on the 'Get It Now' button

3.3. Enter your Salesforce login details

Enter your Salesforce login details

3.4. Choose either Production (live) or Sandbox (test) version of Salesforce

3.5. Confirm and install your choice

Confirm and install your choice
  • 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'

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

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
  • secure.geonames.org - provides auto-complete for suburb and post codes
  • ...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
  • api.authorize.net - Authorize.net production
  • apitest.authorize.net - Authorize.net Sandbox/testing environment
  • kleber.datatoolscloud.net.au - DataTools Kleber - 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.
  • 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.

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