Paytram Free Configuration

External Credential

• Search for or navigate to Named Credentials in Setup

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

• 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.

• View the Principal area on the newly created External Credential

• 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

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

• Click Save.

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

Named Credential

• Create a Named Credential by navigating to the first tab of the Named Credential settings page and click New.

• 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

    • If using sandbox Authorize.net account

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

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)

• Select Edit

• Add authorizeExternal - keys to the Enabled External Credential Principals

• Save

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).