Knowledge Base

#1 Moneris Setup (Not Using Auto-Renew)

• Login at: https://www3.moneris.com/mpg/index.php
• Go to the Admin menu option
• Setting up a Direct Post Configuration
  • Select Directpost Config from the Admin menu.
  • Then select 'Generate a New Configuration'.

  

  • When you create a new configuration, a ps_store_id and hpp_key are auto generated for you.
  • ** COPY THOSE 2 VALUES AND MAKE SURE TO PROVIDE THEM TO X-CD. **

  

  • In description, add "X-CD". This is just to identify this configuration as being setup for X-CD.
  • Transaction Type = Purchase
  • Response Method = Displayed as key/value pairs on our server.
  • Approved URL and Declined URL should be left blank.
    • Save Changes.
  • Once created, additional options will appear to edit this profile.
  • Click: Configure Response Fields.
    
  • The only other optional choice is to go to "Email Receipt Configuration". And you may uncheck any "Receipt Conditions" that may be checked. This is up to you. X-CD will always send notifications to users and to administrators if enabled. So you may turn off the Moneris notifications if desired.
  • Once this configuration is setup you must call Moneris.
    • You need to call them as there is no admin controls to perform a final step.
    • Please call Moneris, identify your account as required, perhaps give them the new store ID you just created as well.
      And ask them to turn off the Visa/Mastercard security option under the E-Fraud settings.
      Once that is done, then X-CD may test the live payment system.

• Setting up a Hosted Paypage Configuration
  • Select Hosted Paypage Configuration from the Admin menu.
  • Then select 'Generate a New Configuration'.

• • When you create a new configuration, a ps_store_id and hpp_key are auto generated for you.
  • ** COPY THOSE 2 VALUES AND MAKE SURE TO PROVIDE THEM TO X-CD. **

• • In description, add "X-CD". This is just to identify this configuration as being setup for X-CD.
  • Transaction Type = Purchase
  • Payment Methods => Make sure Credit Card is checked
  • Response Method = Sent to your server as a POST
  • Set both Approved URL & Declined URL to: https://www.xcdsystem.com/{your_system_name}/moneris_response.cfm
    • Save Changes
  • Once created, additional options will appear to edit this profile.
    • You need to edit the "Response/Receipt Data" settings by clicking: Configure Response Fields

• • • Under: "Response/Receipt Field Configuration" make sure "Return other customer fields. (cust_id, client_email, note . . .)" and "Return the txn_number" options are checked.

• • • Once that is done, then X-CD may test the live payment system.

#2 Moneris Setup (For Using Auto-Renew)

NOTE: Auto-Renew is an added feature that will allow your end users to opt-in for recurring billing at the time of member renewal.

The following keys/tokens need to be sent to the X-CD contact working with you to setup your site:

1. res_id
2. res_key
3. API token
4. store ID

Please note: If Moneris Hosted Pay is already configured and working within our system, please leave the payment processor settings (PS storeIDand HPP key) as is. We will make the necessary changes once the above information is provided.

#3 Paypal Instant Payment Notification

To help us eliminate occurrences when a Paypal payment is not saved by X-CD, please perform these steps:

1) Log into your PayPal account
2) Go to your profile
3) Look for the “PayPal button language encoding” section under the My selling tools
4) Make sure your website language is set to the correct language
5) Click the more options button
6) Make sure encoding is set to UTF-8
7) Then save settings