How to connect your Paysafe 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, Paysafe. Ultimately, the Payment Account your organization uses, where funds are deposited from does not change, but how it’s implemented does.

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

1. Create a Base64 uiKey.

2. Copy your API Key username and password in your Paysafe account.
3. Copy your existing Paysafe account credentials in raisin.
4. Re-add your Paysafe account in raisin with the “Paysafe - Hosted” account type.
5. Switch the Payment Gateway of live Events in raisin.

Create a Base64 uiKey

Please follow the steps outlined below, to create a Base64 uiKey.

1. Login into your Paysafe account. 

2. In the main navigation bar, select "Settings", then select "API Key".
   
   
   

3. In the "Single-Use Token" section, copy the username and password.
   
   

4. Next, go here, and paste your username and password, joined by a colon (e.g. "username:password"), in the first text box. Then, click the "Encode" button beneath this box, which will generate your Base64 uiKey, that will appear in the second text box.
   

   
   
   Make sure to copy down your Base64 uiKey somewhere, as it will be needed, when you re-add your Paysafe account in raisin.
   
   

Copy your API Key username and password in your Paysafe account
Please follow the steps outlined below.

1. In your Paysafe portal, select "Settings" in the main navigation bar, at the top left-hand side. Select the "API Key" tab, in the secondary navigation bar. 
2. Under the "API Keys" area, you'll find your API Key username and API  Key password.
   Make sure to copy these Keys down somewhere, as they will be needed, when you re-add your Paysafe account in raisin.
   
   
   
   

Copy your existing Paysafe account credentials in raisin

To copy your existing Paysafe 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 Paysafe account. From here, you'll want to copy your Account Number.

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

Using the credentials you just copied, and the API Keys you created, you can re-add your Paysafe 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 Paysafe Hosted account, that differentiates it from your existing account.
4. Choose "Paysafe - Hosted" from the drop-down list of Payment Gateways.
5. Choose the currency of the gateway.
6. Enter your copied Account Number.  Enter your Base64 uiKey in the "UI Key" field, your API Key username in the  "API Key ID" field,  and your API Key password in the "API Key Pwd" field.
    
   
   
   
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 Paysafe journal respectively. 
8. Click Add.

Switch the Payment Gateway of live Events in raisin

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

If the test is successful, follow these steps to switch all of your Live events to the new Paysafe 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 the 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 Paysafe 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 the your re-added Paysafe 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 Paysafe Hosted account in raisin. 

When does this transition need to be completed by?

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