# Paytram Free Configuration

#### External Credential

* Search for or navigate to **Named Credentials** in Setup

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXecxJccy_xL1qEji0Sb_jPPKWOZ9Nj-5Aah1EwQ_w-tvPalOlYFbJjfisrfR0ucKzRdL9eN6ns1GTJv7v6iBjv04opkFBh-D8Gr4JItR6TWX10bLAKC_W04FcJUEkC4Mq6tPMNwrZaN3uI2VFEtZ-7PHuPY?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

* First, navigate to **External Credential** in the 2nd tab of the Named Credentials page and press New.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfAqaJVzmh0n9347NOFOJhgvmwTGHkHBc6HiY5u8rRdS5gQ8cjGAAGd_5pU3CRfCR204LlMhRCE8PuFo2EVHtsIz1OGuL2nByYBM3pQfD9P4qjWxwOvtwOCtHr91dFvZVPoZ2dAuC3ivZ59NsE7c6Gztfbc?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

* You can specify any **Label** and **Name** for the External Credential, but we recommend that you follow our naming suggestions
  * Label - **authorizeExternal**
  * Name - **authorizeExternal**
  * Authentication Protocol - **Custom**

Once complete, press **Save**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXddbJAJUe6yv9h9nL6aYiF3r_B3jXdQD6j57sM5QGlvH7wr5fX7aEZUjw7pLbR_5Ynw8vY4SA30O43YP-xK97UZRsCF-pNEDvU-f_yOCZEaCzVjEDuKVr4n0ul5mCqik2DrHJ5kNpb3SaKycWJNEIARiHw?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

* View the Principal area on the newly created External Credential&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcF2onXVZJRP7rg5zzJ1NkSHDW6v3vEFgw7JJi8uTWyZj_nnaOm6S3zuBDk25d8-KoxkuKL1w5SC6SnndXqEIMxygw8e11a0zjhjUUXYXi3Lk-ELjnQhF4JFeAfPfT4roXtSLoHLse_7RdpVZEuJw7RC1Xe?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

* Select New to create a new Principal.
* You will need your API key and Transaction Key from Authorize.net

See {link} these instructions if you need help obtaining that from Authorize.net

* Set the following values for your Principal&#x20;

Prinicial name = keys

Sequence Number = 1

Authentication Parameters - you need to create two Parameters

* Parameter 1
  * Name = name (you must specifically name it ‘name’ case sensitive)
  * Value = Your Authorize.net API Key
* Parameter 2
  * Name = transactionKey (you must specifically name it ‘transactionKey’ case sensitive)
  * Value = Your Authorize.net Transaction Key

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe6abYhlIQ8Pn46_h3aNrKB6Hfe954vwrkKABiPW-qgFa4q89NgmQAn9Tsy1MAnTxk244QwUmfJj_MICPrCgu9mSOH5kjDMLEmvu909kmne5ts8tFQEwGXFlkKo5fZX5NA30qK7-OksK1ljcbF0tbj9irU?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

* Click **Save**.
* The following screen will appear. Click on Named Credentials on the top of the page (Red Arrow)

#### Named Credential

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcDDSErIzAcPvLZfHel3caZbbbJyGtympqWYkMjOMaBILxWuNzRxkfwBK-xnWmHrfwn0P0ZMgx6feIAArdRNWaH8eJWnVNOWUrbs-EyPR11cVNv3hDOyj-H1X-z3HcwPzeWjFVQLEkXASFWgvTJJO1ru_s?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

* Create a Named Credential by navigating to the first tab of the Named Credential settings page  and click New.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdV7-9ayv11Mnwgph7iRBhJclilX_iKEH9BhiBZdHj_AQSN3-RwIMwVsJ1sB_JiY1uvG-F7zbN3V3IWFiV-BuyH1-_9AeFmF-0vie-kFbMKsBX0QYtjy9E9adwKCjHaDkWH3_EHsCcCBF77YL1fFppEUYeC?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

* Complete the following values:
  * You can specify any **Label** and **Name** for the Named  Credential, but we recommend that you follow our naming suggestions
  * Label - **authorize**
  * Name - **authorize**
  * Enabled for callouts - Keep **ticked** (true/enabled)
  * External Credential - **authorizeExternal** (this is the external credential you just created in the previous step. If you named it something else, choose the external credential that you just created).
  * URL
    * If using a **live** Authorize.net account [https://api.authorize.net/xml/v1/request.api](https://apitest.authorize.net/xml/v1/request.api)
    * If using **sandbox** Authorize.net account&#x20;

<https://apitest.authorize.net/xml/v1/request.api>

* Generate Authorization Header = keep **ticked/true**
* Allow Formulas in HTTP Header  = keep **ticked/true**
* Allow Formulas in HTTP Body  = keep **ticked/true**
* Allowed Namespaces for Callouts = **paytram**

Press **Save**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfuUIZU1IqosXEIG9fMCUenen8JYpYyGb1rvSKD6AS99VLbeu9NM1mAu-6lR5qN1-JJTDCR-Cy-B8sYdyKLYKkDpZISK02c0pFr93fe1Bd3lMhVPTpl_4Uf-tJ4j7FuFjO8c3fyGga0hsTeQgUTUM-4rMbD?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

#### Permission Set

In order to give users access to this Named Credential they must be granted access through a permission set or through the user’s profile. You only need to give users who will be processing cards this permission.

* In Setup, search/navigate to **Permission Sets**
* New
* Create a New Permission Set and give it a name and label - the values do not matter.

Click **Save**

* Select External Credential Principal Access (in the apps section)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcpwO30zrz7SdqTS2EEQndFj9xkR1ORDrvtDwhNwmrbuXaRRNupcZXCIf6wOXIoMxiEm_Yjj2ckE18MmmZjgi52E6lr3CyzUN-YNMEkKavp61KbFYw7CVPn8dKCqSS7HELWG4U8AOoyt2RiiKUVT3KujOo?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

* Select **Edit**
* Add authorizeExternal - keys to the Enabled External Credential Principals
* **Save**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd7riH8i9xJfCnDev9yE9OdqkqqIrhTP-r4wd2DPrtsCc0LUZ_r2uq31QOq_51jc0Q6r-ihWapt1JFnz_9onS1uk_1JanxJMtAJFZkyc_Zmqf28LKtMrg4LGIhagXumn7UnkEdlJmXHXMTCaeCYVtGy-VG9?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>

#### Assigning Permissions Set

* You must assign 2 permission sets to users for them to be able to process cards.
* Assign the permission set that you just created (that includes the External Credential Principal
* Also assign Paytram Permissions - Base (which comes with the installation of Paytram).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdaSQLckdS8vaSA9V7oFDxmbAgBgsRQ1zqcm9X2E3yf3OAiVkHtT4uW0W0rhmvjTGXbdkgHqAdpqWD3iyrWWQENWRQOu7kfi_d4TqzbF-DST_qs7F5Kjy4srYplGnKR5iRV7WB4P9sq-IkRZuFsxn7NU9o?key=nVhw3k0RX23fjK_8gjj7KA" alt=""><figcaption></figcaption></figure>