Overview
This guide will walk you through the different useful aspects of the integration.
Table of Contents
1. Adding the Authorize.Net Management Dashlet
2. Adding the Authorize.Net Management Panel Using Studio
3. Create Customer Profiles from Orphaned Transactions
4. Adding or Editing a Payment Profile
7. Authorize.Net Transaction Log
1. Adding the Authorize.Net Management Dashlet
1. First you will need to navigate to the Accounts, Contacts, Leads, or Opportunities modules.
Note: This manual will use the Accounts module for the following steps.
2. Then select any Account to proceed.
3. Within the Account details click on the arrows to the right of the Edit button to open the Account Dashboard.
4. By default the My Dashboard will appear. You may add the Authorize.Net Management Dashlet to the My Dashboard dashboard if you choose.
5. This guide will show you how to add the Authorize.Net Management Panel to its’ own Dashboard.
6. Click on the Create button to create a new dashboard.
7. Add a title to the new dashboard and click “dd a Row.
8. Then click Add a Dashlet.
9. Choose the Authorize.Net Management Panel option from the list of available options.
10. Then click the Save button to save this Dashlet to the dashboard.
11. After the Dashlet has been added click on the “Save” button to save the dashboard.
12. Now your Authorize.Net Dashboard is ready to use with any and all accounts in the Accounts module.
13. Please repeat steps 6 – 11 to add the Authorize.Net Management Dashlet to the Contacts, Leads, or Opportunities module.
14. Continue on to the next step to add the Authorize.Net Management Panel to the Quotes Module.
2. Adding the Authorize.Net Management Panel Using Studio
Note: This is only the Quotes module in Sugar v7.x which is operating in Backwards Compatibility Mode.
15. First you will need to go to the Admin page by clicking on the Admin Icon and selecting the Admin link.
16. In the Admin page scroll down to the Developer Tools sections and select Studio.
17. In the next steps you will be updating the layout of the Edit View and Detail View of the Accounts, Contacts, Leads, Opportunities, or the Quotes module in Sugar to show the Authorize.Net panel which will display the Authorize a Payment Profile, Enter/Edit Payment Information, and Charge a Payment Profile.
18. Within Sugar Studio click on the “Quotes” module.
Note: The asterisk (*) denotes that that module is operating in Backwards Compatibility mode.
19. Then select the Layout option.
20. Next select the EditView option.
21. Within the EditView we are going to add a New Panel and add all three of the Authorize.Net options to the new panel.
22. Click on the New Panel box from the Toolbox area and drag it to the bottom of the Layout area.
23. Then click and drag the New Row box from the Toolbox area and place it underneath the two “(filler)” boxes in the New Panel 1 section.
24. You should now see four (filler) boxes in the New Panel 1.
25. Now drag and drop the Authorize a Payment Profile, Enter/Edit Payment Information, and Charge a Payment Profile options into the (filler) spaces.
Note: You may choose any order you want these to appear in, you may even choose to add another row and have all three options on individual rows.
26. Before clicking on the Save & Deploy button you will want to change the name of the panel from New Panel 1 to Authorize.Net by clicking on the pencil icon to the right of the panel’s name.
27. Enter Authorize.Net into the Label textbox and click the Save button.
28. Then click on the Save & Deploy button.
29. Repeat Steps 15 – 28 for the Detail View option.
30. After adding the Authorize.Net Management Panel to both the EditView and the DetailView navigate to the Quotes module and select a quote to confirm the changes.
31. Repeat Steps 15 – 28 to add the Authorize.Net Management Panel to the Accounts, Contacts, Leads, and Opportunities modules.
3. Create Customer Profiles from Orphaned Transactions
32. When the Allow Customer Profiles to be made from Orphaned Transactions? option is enabled in the FBSG Authorize.Net configuration page the integration will prompt you to either create an empty profile OR create a profile from an orphaned transaction.
An Orphaned transaction is a transaction that was created without a customer profile in the Custom Information Manager. These transactions would be from a credit card swiper (like from a mobile device via Authorize.Net’s iOS App), entered through the Virtual Terminal in Authorize.Net’s portal, etc.
33. If you want to create a new profile from an orphaned transaction click the green button and a drawer will dropdown showing you all (if any) orphaned transactions.
Note: If no transactions are present, then there are no orphaned transactions. In this case, click the Create New Empty Profile.
34. Once you select an orphaned transaction the integration will attempt to create a new profile from this transaction. Upon success, your dashlet will reload and the new payment profile will be visible.
35. If you click on the “Create New Empty Profile?” button the integration will create an empty profile for the Sugar record where you may then add credit cards.
Please proceed to the next section for instructions on how to add or edit payment profiles.
4. Adding or Editing a Payment Profile
Note: For the Quotes module in Sugar follow steps 39 – 42.
36. Navigate to the Accounts, Contacts, Leads, or Opportunities module.
Note: This manual will use the Accounts module for the following steps.
37. Click on any Account and open the Authorize.Net Dashboard by clicking on the arrows to the right of the Edit button.
38. Click on the Manage Payment Profiles button.
39. Within the Iframe that appears click on the Add a New Payment Method link.
Note: The Shipping information is dynamically created from the Account information.
40. Fill out all the information in the “Add a New Payment Method” Iframe and click on the Save button.
41. After it is done saving you will see the new information populate within the Authorize.Net Management Dashlet.
42. This process can be replicated in the Contacts, Leads, and Opportunities modules.
43. To add or edit a payment profile in the Quotes module in Sugar do the following steps.
Note: This manual will use the Quotes module for the following steps.
44. Navigate to the Quotes module and select a quote.
45. Click on the Add / Edit Payment Profile button in the Authorize.Net panel.
46. Within the Iframe that appears click on the “Add a New Payment Method” link then Fill out all the information in the Add a New Payment Method Iframe and click on the Save button.
Note: The Shipping information is dynamically created from the Account’s billing information.
47. You can confirm that this Payment Profile has been saved by going to your Aurthorize.Net account under Tools → Customer Information Manager and clicking on a Profile ID to see the Payment Profile.
48. Look in the Customer Profile under the Payment Profile to see the information.
49. As you can see the Payment Profile has been successfully saved.
5. Authorizing a Credit Card
Note: For the Quotes module in Sugar follow steps 49 – 52.
50. To authorize a credit card in the Accounts, Contacts, Leads, or Opportunities modules enter an amount into the Amount to charge / authorize (USD) textbox, an Invoice Number into the Invoice Number textbox (IF needed), and then click the Authorize button.
51. A Warning popup will appear to and ask you to Confirm whether or not you want to authorize that amount.
52. Click Confirm to authorize that transaction amount, a new popup will appear alerting
you whether or not the authorization has been successful.
53. To authorize a credit card in the Quotes in Sugar v7.x module click on the Authorize a Profile button in the “Authorize.Net” panel.
54. In the Quotes module the Amount to Authorize (USD) and the Invoice Number will automatically be populated. Click on the radio button of the card you want to authorize (if there is more than one card) and then click the Authorize button to authorize that amount.
56. Click Ok to authorize that transaction amount, and a new popup will appear alerting you whether or not the authorization has been successful.
57. In the Accounts module you can view the Authorization Logs for that particular account in the Authorize.Net Authorization Los panel.
6. Charging a Credit Card
Note: For the Quotes module in Sugar follow steps 57 – 60.
58. To charge a credit card in the Accounts, Contacts, Leads, or Opportunities modules enter an amount into the Amount to charge / authorize (USD) textbox, an Invoice Number into the Invoice Number textbox (IF needed) and then click the Charge button.
59. A Warning popup will appear and ask you to Confirm whether or not you want to charge that amount.
60. Click Confirm to charge that transaction amount, and a new popup will appear alerting you whether or not the credit card was charged successfully.
61. To charge a credit card in the Quotes Module in Sugar click on the Charge a Profile button in the Authorize.Net panel.
62. In the Quotes module the Amount to Charge (USD) and the Invoice Number will automatically be populated. Click on the radio button of the card you want to charge (if there is more than one card) and then click the Charge button.
7. Authorize.Net Transaction Log
66. To view ALL the Authorize.Net transactions navigate to the Authorize.Net Transaction Log module.
67. The Authorize.Net Transaction Logs will show ALL transactions regardless of which module they originated from.
However, the transactions created from the Quotes module will have that specific quote linked under the Quote field.
The Request Type field will only have two different values
- o auth_only
This refers to when an amount has been authorized - o auth_capture
This refers to when an amount has been charged
68. If you click on the Preview icon (eye symbol) of a transaction more information will appear to the right of the logs.
This additional information includes a Refunded? box that will inform you if the transaction has been refunded (checked) or not (unchecked).
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