Bambora Interac Online®

 

Overview

To begin taking Interac Online payments through Uplifter a club must first have a Bambora account for credit card payment processing. For new organizations, we recommend that this process should be performed in tandem with your standard Uplifter setup and should conclude before opening your live registrations.

The Merchant Credentials tab is found by navigating to Settings > Uplifter Settings > Merchant Details. In order to access the Merchant Credentials tab you will need the following permissions: Admin, Global Settings, Merchant Credentials.

 

Connecting With Bambora

Connecting with Bambora has never been easier. With our dedicated representative, Garry Thomson, you can reach out, get setup, and get your system connected in a matter of days. To create a Bambora account please:

Connect With Garry

Reach out to Garry Thomson by email at garry@uplifterinc.com or directly by phone (778) 400-0688 to begin your Bambora Interac process. He will guide you through what is required to begin and complete the process.

Connecting A Brand New Account

If this is a new account with Bambora you will want to ensure that you are following along the setup steps noted in our Bambora article.

Connecting An Existing Account

If this is an addition to your existing Bambora account (which is live) you will want to ensure that you create a new payment method group and add your Interac payment method to this segregated group. See our article Payment Methods for more information on this process.

Interac URLs

Bambora will request specific URLs that you will be using on your Uplifter site to process Interac Online transactions. These URLs must be exactly accurate to ensure that your Interac Online transactions properly process and decline. If you need to make changes to these URLs down the road you will have to coordinate this with Bambora.

When creating your Interac Online account Bambora will request your 'Interac URLs'. These URLs are a list of URLs at which you will be performing your transactions and displaying your approved/declined messages.

The URLs that you will use will depend very highly on their FINAL URL for your club. For instance, if you presently have club.uplifterinc.com and will eventually be updating your DNS to clubsite.com then they need to include the clubsite.com during this setup. 

You can have up to 3 URLs per type.

Funded URL:

https://club.uplifterinc.com/interac_approved.html
https://www.clubsite.com/interac_approved.html

Nonfunded URL:
https://club.uplifterinc.com/interac_declined.html
https://www.clubsite.com/interac_declined.html

Referer URL:
https://club.uplifterinc.com/interac_refer.html
https://www.clubsite.com/interac_refer.html

If you require assistance in determining what these URLs should be, please don't hesitate to contact us at support@uplifterinc.com.com.

 

Configuring & Testing Your Bambora Account

I Already Have An Active Bambora Account

Configuring Your Bambora Account

To begin configuring your Bambora account within Uplifter please navigate to Settings > Uplifter Settings > Merchant Details. Scroll to the bottom of the page to find the Payment Methods section. Ensure the Payment Methods tab is selected and select the Interac Online option, currently in yellow.

1.png

To connect your Bambora account to your Uplifter account you will want to fill out the fields within the form. 

Standard Fields

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

Public? Set whether or not this payment option is public. As you are first connecting your Bambora account, we suggest unchecking this option. This is especially true if you are connecting your Bambora 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.

Merchant ID

  • log into your Bambora account
  • copy your Merchant ID (top right)
  • paste the value into your Merchant ID field

InteracMerchantID.gif

Profile API Access Passcode

  • navigate to Configuration > Payment Profile Configuration
  • copy the value from the API Access Passcode field
  • paste the value into your Profile API Access Passcode

UpdateAPIProfile.gif

Advanced Notification Days

  • set your preferred number of days in the Advanced Notification Days field
  • select Save All to keep the changes
  • navigate to Settings > Global Settings > Notifications tab
  • update the Upcoming Payment Installment field with your desired message
  • 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.

Once you've completed filling in the form be sure to select Save All at the bottom of your Uplifter page! Learn more about payment methods and payment method groups in our article Payment Methods.

Help! My Bambora Account Has Been Locked Out!

Note that if Bambora detects 3 incorrect access attempts with a set of credentials, your Bambora 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 Bambora Gateway" checkbox and save to ensure no one else testing your site is attempting to make credit card payments to prolong this process further.

 

Testing Your Interac Account

Testing Notes

  • If your Bambora 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.

Testing Setup

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).

  • navigate to Settings > Uplifter Settings > Merchant Details
  • select the Payment Method Groups tab, then Add Payment Method Group
  • name the group Interac Only, and check off Interact Online under Payment Methods
  • review the other Payment Method Groups to ensure that Interact Online is unchecked
  • 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).

  • navigate to Products & Programs > Products & Subscriptions
  • 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

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.

I Am Setting Up A New Bambora Account

Configuring Your Bambora Account

To begin configuring your Bambora account within Uplifter please navigate to Settings > Uplifter Settings > Merchant Details. Scroll to the bottom of the page to find the Payment Methods section. Ensure the Payment Methods tab is selected and select the Interac Online option, currently in yellow.

1.png

To connect your Bambora account to your Uplifter account you will want to fill out the fields within the form. 

Standard Fields

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

Public? Set whether or not this payment option is public. As you are first connecting your Bambora account, we suggest unchecking this option. This is especially true if you are connecting your Bambora 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.

Merchant ID

  • log into your Bambora account
  • copy your Merchant ID (top right)
  • paste the value into your Merchant ID field

InteracMerchantID.gif

Profile API Access Passcode

  • navigate to Configuration > Payment Profile Configuration
  • select the API Access Passcode radio button
  • select the Generate New Code button
  • select Update
  • copy the value from the API Access Passcode field
  • paste the value into your Profile API Access Passcode

InteractAPIPasscode.gif

Advanced Notification Days

  • set your preferred number of days in the Advanced Notification Days field
  • select Save All to keep the changes
  • navigate to Settings > Global Settings > Notifications tab
  • update the Upcoming Payment Installment field with your desired message
  • 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.

Once you've completed filling in the form be sure to select Save All at the bottom of your Uplifter page! Learn more about payment methods and payment method groups in our article Payment Methods.

Help! My Bambora Account Has Been Locked Out!

Note that if Bambora detects 3 incorrect access attempts with a set of credentials, your Bambora 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 Bambora Gateway" checkbox and save to ensure no one else testing your site is attempting to make credit card payments to prolong this process further.

 

Testing Your Interac Account

Testing Notes

  • With your Bambora 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 Bambora account before proceeding.
  • To test before offering Interac Online to the public, be sure to follow the Testing Setup and Testing steps below.

Testing Setup

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).

  • navigate to Settings > Uplifter Settings > Merchant Details
  • select the Payment Method Groups tab
  • review the Payment Method Groups and ensure that Interact Online is checked in at least one option - likely the All Payment group.
  • 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).

  • navigate to Products & Programs > Products & Subscriptions
  • select Add New and create at least one Beta-status product

You're now ready to begin testing!

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.

 

Setting Your Account To Live

Once you are confident in your account setup and are ready to go live with your account you can reach out to Bambora support (or Garry) to set your account to live. Live status means the testing pages will no longer be available. With your account set to live you will also want to purge your testing invoice. See Going Live for more information on purging and going live.

Updating Bambora To Go Live

When you are ready to go live you will want to reply to Bambora's email (or send a new one to support.northamerica@bambora.com) with the following text:
“Go LIVE. Our test site can be found at [insert your club's test website address here]. Once our account has been promoted to live, we will make any necessary server or DNS changes to enable our website.”

Once your account is set to live by Bambora you will receive an email notifying you of as much.

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