Payment Integration Setup Basics

Like other integrations, payment processor integrations use the information on the form to create and process payments using the service specified. Fields on the form are mapped to the integration settings so the data can be sent to the payment service.

There are two types of payment integrations: On-form and Off-form. This refers to when the payment information is submitted by the customer. On-form integrations require the customer to enter credit card information on the form (don't forget to map the credit card fields in the integration settings!) while Off-form integrations redirect the customer to the service’s site to complete payment.




Make sure to map the credit card fields in the on-form payment integration settings.

Either way, the form creator must map the correct form fields to the correct integration fields in order for everything to work properly. Below we’ll go through how to set up the most common types of payment structures and then address some common mistakes.

 

Common Pricing Setups

Price with no Quantity - This is the most basic of the pricing setups. This is most commonly used when you're selling one item and only allow one of that item to be purchased at a time.

Example: Conference Registration

Form Setup: 




Payment Integration Setup:



Note that the price field is mapped and the quantity is left unmapped. The unmapped quantity field defaults to 1.


Price with Quantity Option - This setup provides the price on the form (this can be displayed in a field or hidden) and allows a quantity to be chosen by the customer. The total price is not displayed on the form.

Form Setup:




Payment Integration Setup:



Note that the quantity field on the form is now mapped to the quantity field in the integration since it's being chosen on the form. Now, the integration will do the multiplying for you!

Price with Quantity Option with Total Displayed - This setup allows for the quantity to be chosen but also displays the total on the form using a calculation.


Form Setup:



Payment Integration Setup:



For this type of setup, you've done the math for the integration, so just map the Total field to the integration's price field and leave the quantity field blank so it's multiplied by one.

Multi-item Setup - You may have the need to itemize the items you're selling on the payment processor side, so you'll want to go with the Multiple Item
setup. In order to do this, each item must be its own field in order to carry over each individual price. If you want to allow the customer to choose a quantity for each item, you must provide individual quantity fields. You can provide a Total field on the form, but this would not be used in the integration as you'd leave that to the integration to tally for you.

Form Setup:




Payment Integration Setup:



Note that I've changed the "Item List" to 'Multiple Items' and created three separate items - mapping each Price field to the field on the form. I've left the Quantity field blank in this case, but if you offer the ability to choose a quantity you'd map the corresponding Quantity field. If you add more items on the form, you'll need to add more items in the Payment Integration settings using the green 'plus sign' icon.

Common Mistakes

Forgetting to map fields in the integration settings. - You must at least map the price field for Off-form payment integrations and you must at least map the price and credit card fields for On-form payment integrations in order for them to work properly.

Using a total field as the price, then multiplying it by the quantity field. - This is one of the most frequent mistakes made. With this
setup, you're multiplying the price by the quantity twice.

Using Test Credentials with the integration in 'ON' mode. - Most payment integrations require a developer or sandbox account with separate credentials to test the integration. You cannot use your normal credentials in 'Test' mode and you cannot use your sandbox credentials in 'On' mode.

Using an off-form payment integration but providing credit card fields on form - While this isn't a huge issue, you don't want to make your customers have to enter their credit card information when they don't have to. If you're using PayPal WPS or WePay you don't need to have credit card fields on your form.