The steps to connect your SafeSave 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, SafeSave. This allows payment information to be processed directly through SafeSave without ever going through raisin.
Below are the steps to connect your SafeSave Hosted Payments account to raisin
Create your Tokenization Key in your SafeSave account
Please follow the steps outlined below to create your Tokenization Key in your SafeSave account:
- Login to your SafeSave account.
- On the Home page, click on "Security Keys", under the "Security Options menu.
- Under the "Public Security Keys" area, click the "Add a New Public Key" button.
- In the "New Public Key" window, you will need to create a "Key Name" (for internal purposes in your SafeSave account).
The Key Name can be anything, however, we suggest using the name "Hosted Payments", so you can easily identify this Key is used for your raisin Hosted Payments form.
- Select your account username in the "Username Associated with key" field.
- In the "Key Permission" drop down menu, select "Tokenization".
- Click "Create".
- Once done, a new key will appear under the "Public Security Keys" area (see screenshot below). Make sure to copy down the code that appears in the "Key" column, beside "Tokenization". It will be required when you add your SafeSave account in raisin.
Add your SafeSave account in raisin with the “SafeSave - Hosted” account type
Using your SafeSave credentials and the Keys you created, you can add your SafeSave account in raisin. The steps are as follows:
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Navigate to Manage Payment Accounts under General Setup.
- Click Create New Payment Account.
- Establish an Account Name for the new SafeSave Hosted account. This can be anything you'd like
- Choose "SafeSave - Hosted" from the drop-down list of Payment Gateways.
- Choose the currency of the gateway. (Canadian or US Dollars)
- Enter your SafeSave Username and Password.
- Enter your Tokenization Key.
- 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 SafeSave 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 SafeSave, given that it is hosted on their platform. SafeSave 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 SafeSave.
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 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 SafeSave declined the payment and may indicate an issue with your account, or that credentials were entered incorrectly. Contact SafeSave and your raisin Client Experience Manager if this occurs.
- Log in to your SafeSave 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.