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1Datatrans Signup Documentation

The Singup documentation explains how you are able to get your own Datatrans account. This is a requirement in order to start processing transactions.

1.1Apply for a Datatrans Merchant Account

Before you can start with the acceptance of payments via the Datatrans you require a Datatrans Account. You can get this account under the following URL: https://www.datatrans.ch/.

1.2Access Administration Account

Once Datatrans has created an account for you, you will provided with a test and live account and the following credentials:

  • Datatrans Test & Live Merchant ID

  • Username

  • Password

This information is required to login to the administration backend. Find below the URL to the test and live environment.

The administration account lets you view the transaction and create user accounts and perform other administrative operations.

1.3Testing

To test your integration you can follow two strategy:

  1. Either you create on processor configuration and configure the test details and have the operation mode in test. After you successfully tested the integration you exchange the settings for the live account.

  2. You can create two processor configurations one for live and test. Once your tests are successful, you disable the processor and connector configurations for the test and make sure that you use the live configuration.

More Information about testing strategies can be found in the payment documentation.

More Test cards for Datatrans can be found in the documentation.

Note
 Make sure you switch into live mode, because transaction in the test mode are not processed.

2Datatrans Configuration Documentation

The following documentation will guide you through the necessary steps to set up the Datatrans Processor and Connector Configuration.

2.1Setup the Processor Configuration

In order to set up the Datatrans Processor follow the following steps carefully. Go to Space > Payment > Configuration > Processors and add the processor. Search for Datatrans in the Dropdown field.

2.1.1Setup the Datatrans Merchant ID

First of all you have to set the Datatrans Merchant ID which you find on the top of your login screen. It is normally a 10-digit number like this 1100005635. Live accounts normally start with a 3 and test accounts with a 1.

2.1.2Setup the Security Configuration and Hash

Switch into the tab UPP Administration > Security and click Security signature to setup the Hashes:

  1. Click on Generate New Key in order to generate a new HMAC

  2. Tick to use another key for sign2 and generate a sign2 HMAC

  3. Copy the key into your configuration processor settings and save the settings in the Datatrans account.

UPP Security
Figure 1. UPP Security Settings

2.1.3Setup Server-to-Server protection

Switch into the tab UPP Administration > Security:

  1. Select the check box for "Protect server-to-server services with password"

  2. Copy the password to the Basic Authentication setting of the processor configuration.

Note
 Once you have enabled server-to-server protection, it is not possible to disable this feature. If this option is enabled and the password is not set on the Processor, the connection will be blocked and the payment request cannot be completed as access will be denied.

2.1.4UPP Settings

In order to configure the UPP Data for the payment notification switch into the UPP Administration > UPP Data tab. Here you can define your URL Post for the notification of payment transactions. All fields except URL Post should be filled with none.

In the URL Post Field enter the URL: https://paymentshub.weareplanet.com/payment/processor/datatrans/notify

UPP Data Settings
Figure 2. UPP Data Settings

2.1.5Recurring Payments

In case you want use the Datatrans processor in connection with recurring payments and subscriptions you will have to get a dedicated merchant account from Datatrans that has the alias option enabled.

In order to do this set the Recurring Account Setting to use dedicated account and configure the account for recurring payment as described above.

2.1.6MoTo Payments

You can use the Datatrans processor to create Mail and Telephone Orders to charge clients directly on the phone. Set the Moto Configuration to enabled and configure the account exactly as described above.

2.2Create a Payment Method

If you have not already you have to create a payment method for all the payment types that you want to accept via Datatrans. In order to do this navigate to Space > Configuration > Processor > Payment Methods.

Create the payment methods.
Figure 3. Create the payment method types for your account.

2.3Create the Datatrans Connectors

Last but not least you have to link the payment method with the processor configuration to a connector configuration. In order to do this navigate to Space > Configuration > Processor > Connector and create a new Connector Configuration. Make sure that you link every payment method type with the Datatrans processor that you want to process via the application.

For more information about the processor concept and how this work have a look at our Payment Documentation.

Create the connector configurations.
Figure 4. Create the connector configurations for your account.