Getting started with Finalsite Payments Powered by Bluesnap

Note: This article is meant for users who have enabled the Finalsite Payments module. This is not used for configuring Paypal, SagePay, or HPCI-based gateways like Authorize.net, Network Merchants, or DiamondMind.

Step 1: Set up your BlueSnap account

A representative from BlueSnap will work with you to set up your BlueSnap account. They will walk you through the process and help you take advantage of all the benefits BlueSnap has to offer. With their guidance, your account will be configured to work with payment forms and registrations on your Finalsite website.

For further information, you may also want to refer to the instructions from BlueSnap.

Once your account is configured, you will have all the information available to you for setting up the payment gateway in Finalsite and you can easily integrate it with Forms, Forms Manager, and Registration Manager.

Step 2: Set up your payment gateway

Using Forms

From your Composer modules menu, go to Forms and click on the Settings tab. Click the green "Add Payment Tab” button.

On the form that appears, select the BlueSnap option and fill out the following fields:

• Internal Name: The Internal Name is how the BlueSnap gateway will be referred to in internal reporting. You should give it a name that tells what the gateway is used for, such as “Annual Fund” or “School Store.”

• Display Name: The Display Name is what will be displayed when a user completes the form and selects a payment option. This is usually noted as "Card" or "Credit Card."
• Instructions: This is most often used for offline payment types to give form users further details about how to make their payment. It may be customized on an individual form.

• Enabled: Toggling the Enabled option means that the gateway will be available for use in Forms.

• Accepted Currencies: From the dropdown list, select the currencies you would like to process from the available options.
• Merchant ID: Your Merchant ID is a six or seven-digit number that can be found at the top of your BlueSnap dashboard, directly above the account balance. Paste it into the field without the number (#) sign.

• API Username: To find your API Username, hover over the Settings icon in BlueSnap and select “API Settings.” The username appears in the “API Credentials” box.

• API Password: If you do not remember your API password, contact BlueSnap Support to have it reset.

Once you have completed the form, click "Save." 

Using Forms Manager

Note: Previously, we had been setting the SkinID inside the Finalsite Payment screen. You are no longer required and should not complete that step. Please leave that field blank.

From your Composer modules menu, go to Site Administration > Modules & Settings > Site Administration > Site Modules > Payment. Click the “ADD NEW PAYMENT GATEWAY” link.

On the form that appears, fill out the following fields:

• Gateway Name: The Gateway Name is how the BlueSnap gateway will be referred to in internal reporting. You should give it a name that tells what the gateway is used for, such as “Annual Fund” or “School Store.”

• Enable this payment gateway: Selecting this checkbox means that the gateway will be available for use in Forms Manager and Registration Manager.

• IPN URL: This field is prepopulated with the URL you will need to copy and paste into the IPN notifications field in Bluesnap.

• Merchant ID: Your Merchant ID is a six-digit number that can be found at the top of your BlueSnap dashboard, directly above the account balance. Paste it into the field without the number (#) sign.

• API Username: To find your API Username, hover over the Settings icon in BlueSnap and select “API Settings.” The username appears in the “API Credentials” box.

• API Password: If you do not remember your API password, contact BlueSnap Support to have it reset.

• Accepted Currency: Use the checkboxes to select the currencies you would like to process from the available options.

Once you have completed the form, click the “SAVE SETTINGS” button. 

Step 3: Add payments to forms or registration events

Once your gateway is set up, using Finalsite Payments is as easy as clicking a button on a form (or registration).

In Forms, go to the specific form then go to the Settings tab. Select the BlueSnap gateway from the e Online Payment Types drop down list.

In Forms Manager, the gateway will appear on the list of radio buttons on the Payments tab. To enable payments on a form, go to the Payments tab, check the "Process payments with this form" box, and select your BlueSnap gateway.

In Registration Manager, click the “Additional Settings” button on the event to access the Payment Settings. Select “Process payments for registrations to this event” next to “Enable Payment,” then choose your BlueSnap gateway from the dropdown list next to “Credit Gateways.”