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      How to connect your Chase Hosted Payments account in raisin.

      raisin is implementing "Hosted Payments" across the platform in order to continue providing top-level security to you and your generous supporters.

      With this change, payment fields (Card Number, Card Name, Expiry and CVV) will continue to be rendered, or "embedded," within your raisin events, but will now be physically hosted by your payment gateway provider, Chase. Ultimately, the Payment Account your organization uses, where funds are deposited from does not change, but how it’s implemented does.

      Your organization will be required to complete this transition by  October 31st, 2023. After this date, we will be sunsetting the current payment form.


      To transition, there are six steps your organization will want to take, and that your Client Experience Manager is happy to support directly with:

      1. Add Hosted Payments Version 3 to your Chase account & copy your new Secure ID and API Token.
      2. Complete the Hosted Payments Version 3 Setup Form.
      3. Authorize raisin’s domain (akaraisin.com) in your Chase account.
      4. Copy your existing Chase account credentials into raisin.
      5. Re-add your Chase account in raisin with the “Chase - Hosted” account type.
      6. Switch the Payment Gateway of live Events in raisin.

      For campaigns with recurring donations, additional support will be required from our technical team to switch Payment Accounts. You can contact your Client Experience Manager, after successfully switching your first event to the new Payment Gateway Account, who will initiate this process for you.

      Add Hosted Payments Version 3 to your Chase account & copy your Secure Account ID and API Token

      In order to switch to Chase's Hosted Payments form in raisin, you will need to have the Hosted Payments Version 3 (HPS 3.0), added to your Chase account.

      To do this, email Chase's production team at Merchant.support@chase.com, and request they add the Hosted Payments Version 3 (HPS 3.0) to your Chase account. You will also want to provide them our raisin Chase Payment Tech HPS 3.0 certification.  Please reach out to your raisin Client Experience Manager to obtain a copy of this Certification.

      Chase will request your organization's existing Secure Account ID and API Token to make the change. Upon adding the Hosted Payments Version 3 to your Chase account, they should also provide your new Secure Account ID and API Token.

      Please make sure to copy these down somewhere, as they will be required when you re-add your Chase account in raisin.


      You will also need to request Chase to whitelist raisin's following IP addresses for your merchant account:

      • 69.46.109.217
      • 69.46.109.212

      You can also call Chase directly at 1-800-254-9556, if you have any issues locating your existing Secured ID and API token, or if they do not respond to you within 48 hours. 

      Please note there may be a fee on Chase's side in order to upgrade your account to their Hosted Payments Version 3 (HPS 3.0). For more information on this, please connect with your Chase representative. 

      Complete the Hosted Payments Version 3 Setup form

      While the steps below are straight forward, if you do not have anyone technical on your team, we are happy to complete this step, on your organization's behalf. If you would like assistance, please request Chase to add raisin as a temporary Admin, to your account, using the email address "developer@akanewmedia.com".

      Once done, please notify your dedicated Client Experience Manager, as they will  initiate this step with support from our technical team. You will also need to securely share the password for the temporary raisin Admin. To do this, you can use this secure password sharing tool.

      Using the password tool, you will need to enter the password in the top box, and select "3 days" for the Lifetime setting.  Then, click "Create a secret link", and share this link with only your Client Experience Manager.

      Note: the content in the secret link can only be viewed once. Therefore, if accidentally viewed before sharing it with your Client Experience Manager, you will need to generate a new link. 

      Once completed, your Client Experience Manager will let you know, and you can proceed with the steps below, in order to finish setting up Chase's Hosted Payments account, in your raisin account.


      The steps to complete the Hosted Payments Version 3 Setup Form in your Chase account are as follows:

      1. Login into your Chase account.
      2. In the main navigation menu, select "HPS Forms".
      3. Enter "default" in the search bar, at the top of the right-hand side of the page.

        Screen Shot 2022-12-02 at 1.31.15 PM
      4. Select the duplicate button, (icon circled above) on the template listed as "default", which will open a new form.
      5. On the new form, enter the format "raisin_{language code}" in the Form Name field (pictured below).

        - If your raisin account was setup in English Canadian, the language code would be "en-CA"
        -         If your raisin account was setup in English US, the language code would be "en-US"
        -  If your raisin account was setup in French, the language code would be "fr-CA"

        If your raisin account was setup as bilingual (English & French) you will need to create a form for each language, using the formats above. Therefore, you would complete  these steps 5-8 for one language, then, repeat the steps again, for the other language. 


        Screen Shot 2022-11-30 at 4.01.24 PM


      6. Click on the "Advanced" tab (pictured above). Copy the sample HTML and CSS (provided below) based on your account language, and add each to their respective column, on the page.

        You can copy the applicable HTML and CSS below:

        - English Canadian HTML
        -         English US HTML 
        - French HTML
        - CSS (used for all languages)

        Screen Shot 2022-11-30 at 4.58.17 PM-1
        Your organization has the ability to update the colour of the "Donate" button that appears beneath the credit card fields, during the transaction process, to match your brand colour. This colour can be changed in the CSS panel (screenshot above). Please note, this will be the colour and text for the button for ALL of your events. Event level branding for this particular button is not available.  

        To change the colour of this button:
        1) Search for ".hps-row.form-buttons .hps-button" in the CSS panel (see screenshot above).
        2) Update the button background color in line "background-color: #1975D2 !important;". You'll want to replace "#1975D2" with your HEX Code of choice.
        3) Update the button text color in line "color: #FFF;". You'll want to replace "#FFF" with your HEX Code.
        4) Switch the tab to "Basic" to preview changes.
        5) Save changes.

        Note: If you would prefer to not change the colour of this button, it will appear in raisin's default blue colour — HEX Code: #1975d2 (example below).

        Screen Shot 2022-12-02 at 2.02.01 PM

      7. Click "Save" at the top right-hand side of the form. This will create the Hosted Payments Version 3 Setup Form, in your Chase account.

        If your raisin account was setup as bilingual (English & French) you will need to create a form for each language, using the formats above. Therefore, complete steps 5-8 for one language, then, repeat these steps again, for the other language. 

      Authorize raisin’s domain in your Chase account. 

      1. In your Chase account, click on the "Profiles" tab, in the main navigation menu, at the top of the page. 
      2. Click on the "Edit" button beside your account (pencil icon).

        Screen Shot 2022-12-01 at 10.58.43 AM-1

      3. Under the Authorized Domains area, add "akaraisin.com,uat.akaraisin.com".

        Screen Shot 2022-12-01 at 11.05.27 AM

      4. Click "Save".

      Copy your existing Chase account credentials in raisin

      To copy your existing Chase account credentials, your raisin System Administrator can login to your raisin account, and click on "General Setup". From here, select "Manage Payment Accounts" on the left-hand side menu. 

      Select your existing Chase account. From here, you'll want to copy down your Merchant ID, Terminal ID and Transaction Code Prefix.

      If this is your first time integrating your Chase account into raisin, you can find the Merchant ID and Terminal ID in your Chase account.

      Please note that the Merchant ID is listed in Chase as the "Payment Network Services  Number" (PNS).

      Re-add your Chase account in raisin with the “Chase - Hosted” account type

      Using the credentials you just copied and Keys you created, you can re-add your Chase account in raisin. This new Payment Account will replace your current Payment Account on raisin. The steps are as follows:

      1. Navigate to Manage Payment Accounts under General Setup.

      2. Click Create New Payment Account.
      3. Establish an Account Name for the new Chase Hosted account, that differentiates it from your existing account.
      4. Choose "Chase - Hosted" from the drop-down list of Payment Gateways.
      5. Choose the currency of the gateway.
      6. Enter your copied Merchant ID and Terminal ID. Enter your new Secure ID and API token.

        Please note your Merchant ID/Payment Network Services Number must be 12 digits. If it is not, zeros should be prepended to it in order to total the digits to 12.



        Screen Shot 2022-12-05 at 1.16.02 PM

      7. Re-add your Transaction Code Prefix. The Transaction Code prefix is public facing, and will be part of the Transaction Code and Order ID reported in raisin and your Chase journal respectively. 
      8. Click Add.

      The styling of Hosted Payment fields for Credit Card Number, Cardholder Name, Expiration Date and CVV Code comes directly from Chase, given that it is hosted on their platform. Chase has default styling for these fields. Therefore, once you switch your Payment Account, within your live Events, it will automatically inherit the following look and feel: 

      Screen Shot 2022-12-02 at 3.41.40 PM

      Please note: raisin cannot make any modifications to the payment form, as this form is hosted directly within Chase.

      Switch the Payment Gateway of live Events in raisin

      With the new Chase Hosted account you've created, you'll then want to switch any live Events in raisin using your old Chase account to new gateway you've just established.

      In order to test your new Payment Gateway Account, we recommend switching one of your live events to it first. Ideally, the event you choose is low-traffic and allows one-time payments only.

       Make a small transaction, and if this transaction successfully processes, you can be safe in switching your remaining live events to this new Payment Account.

      To ensure the credentials you've entered are correct, we recommend a quick test first:

      1. Go to Events, and select one of your low-traffic events, with one-time payments.
      2. If the event is on Multi-Pledge, Donations or Ticketing, go to Event Details, and scroll to Payment Account. If the event is on Pledge, go to Location Details, and scroll to the Payment Account.
      3. Select to name of the Hosted Payments account you re-added,  to make the event live.
      4. Save.
      5. Launch the front-end site and make a small donation.
      6. Regardless of the result, go to Reports > Transactions Report and check the payment status. If it was Failed, then the payment status will indicate the reasons Chase declined the payment and may indicate an issue with your account, or that credentials were entered incorrectly. Contact Chase and your raisin Client Experience Manager if this occurs.
        1. Log in to your Chase account (not in raisin), and check the status of the payment you just submitted.


      If the test is successful, follow these steps to switch all of your Live events to the new Chase account:

      1. Go to the Events tab.
      2. From the Events list, select the Location Details of the Event.
      3. Scroll to Payment Account under Payment & Fundraising Information.
      4. Select to name of the Hosted Payments account you've created and tested. This will switch the destination of all new payments going forward.
      5. Save.
      6. Repeat for all other Events where your previous Chase account was active.

      Transferring recurring donations

      Recurring donations are submitted via secure tokens that are unique to your payment gateway account. For this reason, you will be unable to switch the Payment Account for Events in raisin where there are ongoing recurring gifts.

      Instead, for a seamless transition after you've re-added Chase Hosted account, raisin's technical teams can manually switch the Payment Gateway Account within these Events. 

      To initiate this process, please notify your Client Experience Manager as soon as you have successfully established your newly re-added Chase Hosted account in raisin. 

      When does this transition need to be completed by?

      A hard deadline will be communicated to Chase clients in the near future. 

      If you have any questions or need any assistance with this transition, please don't hesitate to reach out to your dedicated Client Experience Manager!