How do I connect my Moneris Hosted Payments account in raisin?

The steps to connect your Moneris Hosted Payments account in raisin

raisin uses "Hosted Payments" across the platform, which allows us to provide top-level security to you and your generous supporters.

With hosted payments, payment fields (Card Number, Card Name, Expiry and CVV) are rendered, or "embedded," within your raisin event pages, but are physically hosted by your payment gateway provider, Moneris. This allows payment information to be processed directly through Moneris without ever going through raisin.

Below are the steps to connect your Moneris Hosted Payments account to raisin

Create a Profile ID in your Moneris account

Please follow the steps outlined below, to create a Profile ID in your Moneris account.

Login into your Moneris account.
On the left-hand side of the main navigation bar, hover over the "Admin" tab and click "Hosted Tokenization".
Click "Create Profile". Copy the ID that appears under the "Profile ID" column.

This Profile ID, will be required when you add your Moneris account in raisin.

To accept recurring donation payments, make sure your Moneris account has the following settings turned on:

Hosted Vault
Recurring Payments

If these aren't on, or you're unsure, reach out to Moneris.

Add your Moneris account in raisin

Using the Profile ID you created, you can add your Moneris account in raisin. The steps are as follows:

Navigate to Manage Payment Accounts under General Setup.
Click Create New Payment Account.
Establish an Account Name for the new Moneris Hosted account. This can be anything you like.
Choose "Moneris ESelect Plus - Hosted" from the drop-down list of Payment Gateways.
Choose the currency of the gateway (Canadian or US Dollars)
Enter your Store ID and API Token. You can get these from your Moneris account.
Enter in the Profile ID.
Create a 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 Moneris journal respectively. This can be anything you'd like and will help you identify transactions that came through raisin.
Leave the Test Account box unchecked
Click Add.

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

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

Begin using your payment gateway on raisin events

You can now begin using your new payment gateway on your raisin events. Before setting the new Payment Gateway Account on your events, we strongly recommend testing the gateway to make sure the set up was error free and it can successfully process payments.

Follow these steps to test your payment gateway

Go to Events, and select one of your events, with donations enabled.
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.
Select to name of the Hosted Payments account you re-added, to make the event live.
Save.
Launch the front-end site and make a small donation.
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 Moneris declined the payment and may indicate an issue with your account, or that credentials were entered incorrectly. Contact Moneris and your raisin Client Experience Manager if this occurs.
1. Log in to your Moneris account (not in raisin), and check the status of the payment you just submitted.

If the test is successful, you can use this payment gateway for your events going forward.