Back Office Configuration

Once the plugin has been successfully installed, follow the steps below to configure the various integration options supported.

  1. Login to the WooCommerce Admin Panel.
  2. Navigate to Settings | Payments.
  3. Select the Elavon Converge EU Gateway to see the options available for configuration.

Enable/Disable

By default, this option is disabled. This needs to be checked to ensure the Converge plugin option displays on the checkout page.

Environment

This option allows you to switch between “Sandbox” and “Production environments”. Enable “Sandbox” to send transactions to your Elavon Converge EU Gateway “Test/UAT” Account. Enable “Production” to send transactions to your “Live Production” Account.

Note: The credentials for each environment are different.

Title

This option allows you to enter a specific title, this will be displayed as the payment method title which the customer will see during the checkout process. By default, the title is set to Elavon Converge EU Gateway.

Debug Log

Debug logging can be enabled if you are having issues processing transactions correctly. All debugging messages are cleaned of sensitive information before being displayed, but as a best practice, do not enable this unless you are having issues with the plugin.

Processor Account Id

The Processor Account Id is a unique ID that is used to identify merchants when connecting to Converge. The ID will be provided by the Elavon Converge Helpdesk.

Merchant Name

Trading as, operating as, doing business as, fictitious, or assumed name, which may be different than the legal name. This value is automatically received from Converge based on the value for the Processor Account Id.

Merchant Alias

The Merchant Alias is a unique ID that acts as a username for authentication. The ID will be provided by your Elavon Converge Helpdesk.

Public key

The public key for your account, provided by your Elavon Converge Helpdesk.

Secret key

The secret key for your account, provided by your Elavon Converge Helpdesk.

Payment action

This option controls how transactions are submitted to Converge. You may select either “Authorize and Immediate Capture” or “Authorize and Delayed Capture”. If you select “Authorized and Delayed Capture”, you must initiate a manual capture after the transaction has been submitted. This can be completed via the WooCommerce orders screen.

By default, this is set to “Authorize and Immediate Capture”.

Integration option

Enable “Lightbox” if you would like to display the Elavon Converge EU Gateway hosted payments page as a pop-up on the WooCommerce payment page (uses javascript to show a pop-up window which appears seamlessly, keeping customers on your site for payment).

Enable “HPP” if you would like to redirect the customer directly to the hosted payment page on Elavon servers from the WooCommerce checkout page. (Cardholder information is collected securely and not stored on merchant server).

Enable Saved Payment Methods

By default, this option is disabled. This needs to be checked to ensure the saved cards and Save for later use options are displayed on the checkout page.

Save for Later Use Message

This field allows the merchant to define a message that is displayed to the user when he is trying to save card from later use. The default value is: “By placing your order, you agree with your card details being saved.”

Converge Email

This option allows you to choose if Converge should send emails to the shopper’s email address. By default, this option is set to no (disabled).

License Code

This value for this field is provided by Converge and should be sent with each transaction.

Note: This field is optional and can be left blank.

Dynamic Descriptor Settings

The options under this section affect what appears on your customer’s credit card statement.

Name

The value in the business name field of a customer's statement. Company name/DBA section and the product descriptor will contain an * in between. The name must be a max of 25 characters.

Phone

The value in the phone number field of a customer's statement. The phone must be a maximum of 20 characters.

URL

The value in the URL/web address field of a customer's statement. The URL must be 13 characters or shorter.

Proxy Setting

If your system uses a proxy server to establish the connection between WooCommerce and Converge, set API Uses Proxy to “Yes” and complete the Proxy Host and Proxy Port fields.

 

Next: Shopper View