With the Beanstream integration, your end users can seamlessly process their credit card transactions right on your Form. The payment is processed by Beanstream and once the form is submitted successfully, the funds will be collected in your Beanstream account.
Step 1: Add the Beanstream integration to your Form.
To integrate your Form with Beanstream, go into the Form and click on Settings > Integration > Payments and click "Add" next to the Beanstream integration. Additionally, you can use the Search Bar to easily find the integration. A Beanstream tab will appear below the Integration tab where you can continue to setup the integration.
Step 2: Enter your Merchant ID
Your Merchant ID is a 9-digit number that is sent in an email to your from Beanstream when you first sign up for an account. Once you enter your Merchant ID, the rest of the fields will populate for you to map.
Note: All settings are on auto-save meaning your entries will automatically save to the integration as you add them.
First, you will start with the Transaction Information. If you have multiple items on your Form then you can map these to the integration by clicking on the Multiple Items option. If you choose that option, each item will need to be in it's own field with a value associated. You may instead choose to calculate a single total on the form and pass that value to Beanstream as the Price field, leaving the Quantity field blank. For this, you would choose the Single item option. Either method for multiple items will work.
When mapping the Payment and Card Information, it is important to note that your Form must have a credit card number and expiration date field in addition to at least one price field. These can be mapped to the Beanstream integration by selecting them from the various drop down menus. The currency is set in the Beanstream admin panel.
There are also a few required fields you must map in the Customer Information section including First Name, Last Name, and Address information. The Email and Phone Number fields are not required. This information will send to Beanstream along with the payment transaction.
This step is optional. You can check to allow submissions into your database even if the integration fails - which would trigger submit actions and emails. If you don't check this option, submissions will only be added to the database if the integration runs successfully. Also, you can enter an email address to receive an email from Beanstream if the integration fails - this will include details as to why it failed.
After you have all your settings are set the way you want, toggle the integration "on" via the on/off switch in the top right corner of the integration settings.
A Submit Action Action will automatically be created to "Submit to Beanstream" when a user submits their Form. You may choose to add Routing Logic which acts like a filter and will only send certain users to PayPal based on their selections. For example, if your Form offer options to pay via Credit Card OR Check then you would want to add Routing Logic so that only submissions paying via credit card are processed through Beanstream.
To access this setting, go into the Form > Settings > Emails & Redirects > After the Form is Submitted and click to edit the Beanstream Submit action to add your Routing Logic
* For all of our integrations, we just pass on the error message sent to us from the product we are integrating with. These error messages are not generated by Formstack, so we may not even know what many of them mean. However, you can click here for commonly occurring errors with Beanstream and how to fix them.