Worldline Interac Online®

The majority of the fields used for configuration do not require you to log into Worldline. These fields are:

Public? Set whether or not this payment option is public. As you are first connecting your Worldline account, we suggest unchecking this option. This is especially true if you are connecting your Worldline account with an active registration season.
Reporting Name: How payment methods appear in reports details and the bottom of invoices
Checkout Text: Button text displayed in the checkout for this payment method
Payment Type: Determines the behaviour of this payment method, including payment statuses and when it can be available.
Advance Notification Days? Number of days in advance to send a payment reminder notification to members. No notifications will be sent if set to 0. Customize your notification message under Settings > Global Settings > [Notifications] Tab.
Display Icons: Select to display the Interac icon at checkout. You can also have this icon appear in the footer by enabling them under Settings > Global Settings > Look and Feel > Navigation / Links.

Note: In order to offer Interac Online it is mandatory that you display the Interac icon.

1. Log into your Worldline account
2. Copy your Merchant ID (top right)
3. Paste the value into your Merchant ID field

1. Navigate to Configuration > Payment Profile Configuration
2. Copy the value from the API Access Passcode field
3. Paste the value into your Profile API Access Passcode

1. Set your preferred number of days in the Advanced Notification Days field
2. Select Save All to keep the changes
3. Navigate to Settings > Global Settings > [Notifications] tab
4. Update the Upcoming Payment Installment field with your desired message
5. Select Save All

When using Interac Online it will be important to use the Advanced Notification Days setting to your advantage. This field lets you set the number of days before a payment, at which the system will email a user to notify them of the upcoming payment.

This is especially important because Interac Online will not process in the same way as credit card. Each payment must be processed and authorized by the end user.

Note that if Worldline detects 3 incorrect access attempts with a set of credentials, your Worldline account will be locked out for 15 minutes. If this occurs, try reconfiguring all of your values (you may want to reset them), save them, wait 15 minutes and try testing again. Every subsequent access attempt within the 15 minute lockout period will reset the 15 minute timer. You may want to deselect the "Enable Worldline Gateway" checkbox and save to ensure no one else testing your site is attempting to make credit card payments to prolong this process further.

• If your Worldline account is already active and in use, you won't be able to test your Interac Online payment option with fake cards. Only real cards and real transactions will be possible.
• Interac Online only has a per-transaction cost, so you do not have to adjust the cost of your items when testing.
• To test before offering Interac Online to the public, be sure to follow the Testing Setup and Testing steps below.

This setup is recommended for clubs who already have live registrations being performed. For those still in test mode you can simply move to the Testing section, below.

For best results when testing, and to ensure that users cannot access the Interac option until you are done testing, please follow the steps below (see Payment Methods for more information).

1. Navigate to Settings > Uplifter Settings > [Merchant Details]
2. Select the [Payment Method Groups] tab, then Add Payment Method Group
3. Name the group Interac Only, and check off Interact Online under Payment Methods
4. Review the other Payment Method Groups to ensure that Interact Online is unchecked
5. Select Save All

Next, you will want to create a test item in Beta status. To do so, please follow the steps below (see Products, Tickets & Subscriptions for more information).

1. Navigate to Products & Programs > Products & Subscriptions
2. Select Add New and create a $1, Beta-status, product that uses the Interac Only payment group

You're now ready to begin testing!

Testing can be completed only from the public side. This is because Interac Online does not allow for admins to enter information on behalf of a user (as you can with credit card). As such, navigate to the public side of your site (top right, if you are on the admin side currently). From here, add the Beta product you created to your cart. Note that, if your site is live and you have taken the steps from the Testing Setup section, you will want to be sure to only select the test item you have created to add to cart.

Once the item is added to cart, proceed with the checkout process. Select Interac Online as your payment method and process a real card to test. You can always refund this value to the card after testing.

The majority of the fields used for configuration do not require you to log into Worldline. These fields are:

Public? Set whether or not this payment option is public. As you are first connecting your Worldline account, we suggest unchecking this option. This is especially true if you are connecting your Worldline account with an active registration season.
Reporting Name: How payment methods appear in reports details and the bottom of invoices
Checkout Text: Button text displayed in the checkout for this payment method
Payment Type: Determines the behaviour of this payment method, including payment statuses and when it can be available.
Advance Notification Days? Number of days in advance to send a payment reminder notification to members. No notifications will be sent if set to 0. Customize your notification message under Settings > Global Settings > Notifications Tab.
Display Icons: Select to display the Interac icon at checkout. You can also have this icon appear in the footer by enabling them under Settings > Global Settings > Look and Feel > Navigation / Links.
Note: In order to offer Interac Online it is mandatory that you display the Interac icon.

1. Log into your Worldline account
2. Copy your Merchant ID (top right)
3. Paste the value into your Merchant ID field

1. Navigate to Configuration > Payment Profile Configuration
2. Select the API Access Passcode radio button
3. Select the Generate New Code button
4. Select Update
5. Copy the value from the API Access Passcode field
6. Paste the value into your Profile API Access Passcode

1. Set your preferred number of days in the Advanced Notification Days field
2. Select Save All to keep the changes
3. Navigate to Settings > Global Settings > [Notifications] tab
4. Update the Upcoming Payment Installment field with your desired message
5. Select Save All

When using Interac Online it will be important to use the Advanced Notification Days setting to your advantage. This field lets you set the number of days before a payment, at which the system will email a user to notify them of the upcoming payment.

This is especially important because Interac Online will not process in the same way as credit card. Each payment must be processed and authorized by the end user.

Note that if Worldline detects 3 incorrect access attempts with a set of credentials, your Worldline account will be locked out for 15 minutes. If this occurs, try reconfiguring all of your values (you may want to reset them), save them, wait 15 minutes and try testing again. Every subsequent access attempt within the 15 minute lockout period will reset the 15 minute timer. You may want to deselect the "Enable Worldline Gateway" checkbox and save to ensure no one else testing your site is attempting to make credit card payments to prolong this process further.

• With your Worldline account in testing mode, you can use fake cards to test your Interact Online portal. These fake cards are not validated in any way, meaning you can enter any value you wish from 1 to 9,999,999,999,999 and have the card go through for your testing purposes.
• There is no per-transaction cost while testing, but be sure you are in testing mode with your Worldline account before proceeding.
• To test before offering Interac Online to the public, be sure to follow the Testing Setup and Testing steps below.

This setup is recommended for clubs who already have live registrations being performed. For those still in test mode you can simply move to the Testing section, below.

For best results when testing, and to ensure that users cannot access the Interac option until you are done testing, please follow the steps below (see Payment Methods for more information).

1. Navigate to Settings > Uplifter Settings > [Merchant Details]
2. Select the [Payment Method Groups] tab
3. Review the Payment Method Groups and ensure that Interact Online is checked in at least one option - likely the All Payment group.
4. Select Save All

Next, you will want to create a few test items in Beta status. To do so, please follow the steps below (see Products, Tickets & Subscriptions for more information).

1. Navigate to Products & Programs > Products & Subscriptions
2. Select Add New and create at least one Beta-status product

You're now ready to begin testing!

Testing can be completed only from the public side. This is because Interac Online does not allow for admins to enter information on behalf of a user (as you can with credit card). As such, navigate to the public side of your site (top right, if you are on the admin side currently). From here, add an item or two to your cart.

Once the item(s) are added to cart, proceed with the checkout process. Select Interac Online as your payment method and process a card to test. Note that you can enter any value during this test, the entry is not validated, so you can add complete gibberish into the fields.