1Introduction

This manual explains the installation, configuration and usage of the payment module for Shopware and Saferpay.

Before beginning with the installation, please make sure that you are in possession of all necessary data:

• You should have received a username and a password from Saferpay
• Shopware payment module by sellxed.com/shop
• Access data to your server and shop

In case you don't yet have a contract with Saferpay, you can gladly acquire it directly through us.

Note that you must use at least PHP version 5.6 for our plugins. PHP 8 or higher is currently not supported.

1.1Installation Procedure

In this document you will find all important information for the installation of the module. It is important that you strictly follow the checklist. Only by doing so, the secure usage in correspondence with all security regulations is guaranteed.

1. Configuration of the basic settings of the payment module
2. Configuration of the payment methods
3. Conducting a test purchase
4. Activate your account with Saferpay

1.2System Requirements

• PHP Version: 5.4.x or higher
• OpenSSL: Current version with support for TLS 1.2 or higher.
• fsockopen: The PHP function fsockopen must be enabled. The plugin must be able to connect to external systems over the Internet.
• PHP Functions: All common PHP functions must be enabled.

2Configuration Saferpay

2.1Migrating to JSON API

Please note that the old interface will be replaced by the new JSON API. In order for us to guarantee the long-term use of the module we have changed all of the modules to the JSON API. This has been tested extensively. The following steps are imperative to guarantee a continued smooth functioning of the payment module.

Follow each step of the checklist carefully and make the necessary changes. (Each step is clarified by a screenshot further below.)

1. Go to https://www.saferpay.com and log in with your username and password. On the right hand side you will find a dropdown. Chose Saferpay E-Payment and you will be directed to the backend of MySaferpay. (https://www.saferpay.com/BO/Login/).
2. The access data for the JSON API can be created via Administration > JSON API. Here you can chose a password. The user will be generated automatically.
3. You will also need a Customer ID. You will find this at the top right. Next to your username there is a number in brackets. ()It looks like this: e402487002). Your Live Customer ID consists of this number. Simply leave away the e and the last three digits and you will receive your Customer ID. It consists of six digits. In the example above your Customer ID would be 402487. (Compare with screenshot further below)
4. For the Live Terminal ID you need to go to Settings > Terminals and in the bar at the top you will find an eight digit number. That is your Live Terminal ID. (In the screenshot it's the number 178xxxxx)

Figure 2.1: Login Screen for MySaferpay.

Figure 2.1: Creating a JSON username and password.

Figure 2.1: Create your Customer ID.

Figure 2.1: The Terminal ID can be found via Transaction > Payment.

2.2Backend Access for the Transaction Administration

The administration and the overview of transactions can be found via the following link:

• https://www.saferpay.com/BO/Login/.

From here you are able to manage and refund transactions. With the Professional Version you are able to do so directly in your shop. But please note that the status will not be synchronized. Orders that are refunded here will no longer be able to be refunded in you shop.

2.3Creating the JSON-API Access, Terminal ID and Customer ID

For the configuration of the main module with the JSON API you will need a new Customer ID, Terminal ID and the JSON API user and password. The following steps explain where you get this information.

1. Go to https://www.saferpay.com and log in with your username and password. On the right hand side you will find a dropdown. Chose Saferpay E-Payment and you will be directed to the backend of MySaferpay. (https://www.saferpay.com/BO/Login/).
2. The access data for the JSON API can be created via Administration > JSON API. Here you can chose a password. The user will be generated automatically.
3. You will also need a Customer ID. You will find this at the top right. Next to your username there is a number in brackets. ()It looks like this: e402487002). Your Live Customer ID consists of this number. Simply leave away the e and the last three digits and you will receive your Customer ID. It consists of six digi. In the example above your Customer ID would be 402487. (Compare with screenshot further below)
4. For the Live Terminal ID you need to go to Transactions > Payment and in the bar at the top you will find an eight digit number. That is your Live Terminal ID. (In the screenshot it's the number 177xxxxx)

Figure 2.1: Login Screen for MySaferpay.

Figure 2.1: Creating a JSON username and password.

Figure 2.1: Create your Customer ID.

Figure 2.1: The Terminal ID can be found via Transaction > Payment.

2.4Configuration of the Module

Navigate to the main module in your shop. Please fill in the following data into the corresponding sections:

• Enter the JSON USername and Password
• Terminal ID: Go to Transactions > Payment. There you will find a bar at the top right with an eight digit number. This is your Live Terminal ID.
• Customer ID: You will find this at the top right. Next to your username is a number in brackets. It should look like this: (e402487002). Your Live Customer ID consists of this number. You simply need to leave away the e and the last three digits. In the example above your Live Customer ID would be 402487. Optional: You only need to set a password if you have the Professional Version. If you have not received a password you can leave this field blank.

The rest of the settings in the main module concern specific fraud settings to highlight transactions without 3D Secure. The default settings are correct for the most part.

2.5Activating the Payment Methods and Testing

Now you can activate the payment methods in your shop. (More information regarding the configuration possibilities of the payment methods can be found here). You no longer need to use the Saferpay test card for the tests. You can now directly activate the desired payment method.

If the tests were successful, you can activate the module by setting the operating mode to live. Starting from now you can receive payments in your shop.

3Module Installation and Update in the Shopware Shop

3.1Installation

At this time you should already be in possession of the module. Should this not be the case, you can download the necessary files in your customer account in the sellxed shop (Menu "My Downloads Downloads"). In order to install the module in your shop, please carry out the following steps:

1. Download the plugin. The download can be found in your sellxed.com account under "My Downloads".
2. Unzip the archive you have just downloaded.
3. In the unzipped folder navigate to the folder "files"
4. For some shops there are different versions of the plugin provided. If this is the case open the folder which corresponds to your shop version.
5. Using your preferred FTP client upload entire content of this folder into the root directory of your shop. For some shops there is a specific folder containing the plugins. If that is the case upload the plugin into this folder. Make sure that the folders aren't replaced but merely merged.
6. If you haven't yet done so, log back into your shop.

3.2Updates and Upgrades

You have direct and unlimited access to updates and upgrades during the duration of your support contract. In order to receive constant information about available updates we ask you to subscribe to our RSS feed that we publish for your module.

More information regarding the subscription of this RSS feed can be found under: http://www.sellxed.com/en/updates_upgrades.

We only recommend an update if something doesn't work in your shop, if you want to use new feature or if there is a necessary security update.

3.2.1Update Checklist

We ask you to strictly comply with the checklist below when doing an update:

1. Always do a backup for your database and your files in your shop
2. Use always a test system to test the update process.
3. Wait until all the files are copied to the shop, clear the cache if there is one in your shop and then visit the configuration page of the main module so that the update process will be initialized.

Depending on the version it could be that the database has to be migrated. We recommend you therefore, to perform the updates in times when the shop is not visited too frequently by your customers.

3.2.2Update Instructions

Please always read the update instruction. Those instructions can be found in the changelog. If there are no special remarks, you can proceed by just overwriting the files in your system.

3.2.3Updated Plugin from the SaferpayCw to the CwbSaferpayCw Version.

We plan to release this plugin in the shopware store in the near future. To make this possible we hda to apply some changes to our code. Most important a prefix for our PHP classes is required and the plugin folder had to be renamed. To update to this new version simply overwriting the existing files is not possible. This sections describes the steps required to update the module in detail.

1. Activate the maintenance mode of the shop.
2. Make a backup for your database and your files in your shop. Without this you will not be able to revert to the old version, if anything goes wrong.
3. Upload the new plugin files.
4. Deactivate the existing plugin. Do not deinstall the old plugin yet.
5. Install and activate the new plugin.
6. If you have custom css or template files for the plugin, adapt the changes to the new plugin.
7. If you are using the Shopware API endpoint of this plugin, update the URL to new endpoint.
8. Verify the main and method settings.
9. Deinstall the old plugin.
10. Delete the files of the old plugin. The following files/folders must be removed, if they exist:
    • engine/Shopware/Plugins/Local/Frontend/SaferpayCw
    • engine/Library/Customweb
    • engine/Library/Crypt
    • engine/Library/File
    • engine/Library/Math
    • engine/Library/Mobile
    • engine/Library/Net
    • engine/Library/PhoneNumber
    • engine/Library/System
    • engine/Library/loader.php
    • engine/Library/openssl.cnf
11. Make a test transaction to verify everything is workin correctly.
12. Deactive the maintenance mode of the shop.

4Module Configuration in the Shopware Shop

The configuration consists of two steps. The first step is the configuration of the main module with all the basic settings (cf. Configuration of the Main Module). During the second step you can then carry out individual configurations for each payment method . This allows for full flexibility and perfect adaptation to your processes.

4.1Configuration of the Main Module

In order to install the main module search for Saferpay under Settings > Plugin Manager . Click on the + symbol in order to begin the installation process. Afterwards, click the "edit" symbol and configure the main module.

Enter the individual options which you partly may have already used for the configuration of the administration interface of Saferpay. Should an option not be clear to you, you can click on the question mark and will find further information on the settings.

4.2Configuration of the Payment Method

After having configured the main module, you will find all payment methods under Settings > Payment Methods. Activate each payment method you wish to offer in your shop. You can save individual settings for each payment method (and for each shop in case of a multi-shop set-up) and thereby optimally adapt the payment methods to your existing processes. The most central options are described in more detail further below.

Figure 4.1: Configuration of the Payment Method

4.3Assigning the Payment Method to the Shipping Costs

In order for the transactions and the shipping costs to be matched correctly to the payment methods you need to assign the payment methods to the shipping methods. Go to settings > shipping costs. Open all the shipping costs and add a payment method.

Figure 4.1: Assigning the Payment Method to the Shipping Method.

4.4Direct Capturing of Transactions

The option "Capture" allows you to specify if you wish to debit payments directly or if you first wish to authorise them and then debit the payment at a later point.

Depending on your acquiring contract, a reservation is only guaranteed for a specific period of time. Should you fail to debit the payment within that period, the authorisation may therefore no longer be guaranteed. Further information on this process can be found below.

4.5Uncertain Status

You can specifically label orders for which the money is not guaranteed to be received. This allows you to manually control the order before shipment.

4.5.1Setting the order state

For each payment method you may select in which state the order should be set to depending on the booking state. This is the initial state of the order.

4.6Optional: Validation

Note: It can be that this option is not visible in your module. In this case just ignore this section.

With the option 'Validation' you can define the moment when the payment method should be made visible to the customer during the checkout process. This setting is relevant for modules where the usage depends on the customer's compliance with specific preconditions. For example, if a solvency check has to be carried out or if the payment method is only available in certain countries. In order for the credit check or address validation to also work with European characters, the charset of the "Blowfish mode" must be set to "UTF-8" for certain PSP settings.

You have the choice between these options:

• Validation before the selection of the payment method: A validation verification is carried out before the customer selects the payment method. If the customer does not fulfill the requirements, the payment method is not displayed
• Validation after selection of the payment method: The verification of the compliance occurs after the selection of the payment method and before the confirmation of the order
• During the authorisation: The validation verification is carried out by Saferpay during the authorisation process. The payment method is displayed in any case

4.6.1Usage of the Integrated Multishop Functionality of Shopware

The payment module supports the multishop feature of Shopware. No further modifications are necessary. The module automatically recognizes the shop the order belongs to. In order for the multishop functionality to work, it is, however, necessary that the individual sub-shops within Shopware have been configured correctly.

5Settings / Configuration of Payment Methods

5.1General Information About the Payment Methods

The plugin contains the most common payment methods. In case a desired payment method is not included per default, please contact us directly.

In order to be able to use a payment method, it must be activated in your account with Saferpay as well as in your shop. Information about the configuration of the payment methods can be found further above.

Below you can find important information for specific payment methods that deviate from the standard process.

5.2Information on Payment Status

For each payment method you can define an initial payment status (status for authorized payments etc.). You hereby define the payment status for each state depending on the processing type of the order (captured, authorized, etc.). It's the initial status which the order assumes. Depending on the mutation carried out by you, the status can change.

5.2.1Order status "pending" / imminent payment (or similar)

Orders with the status 'pending Saferpay' are pending orders. Orders are set to that status if a customer is redirected in order to pay but hasn't returned successfully or the feedback hasn't reached your shop yet (Customer closed window on the payment page and didn't complete payment). Depending on the payment method these orders will automatically be transformed into cancelled orders and the inventory will be cleared (so long as the Cronjob is activated). How long this takes depends on the characteristics of the payment method and cannot be configured.

If you have a lot of pending orders it usually means that the notifications from your webserver to Saferpay are being blocked. In this case check the settings of your firewall and ask the Hoster to activate the IPs and User Agents of Saferpay.

5.2.2Order status "cancelled"

Orders with the status "cancelled" have either been set to that status automatically due to a timeout, as described above, or have been cancelled directly by the customer.

5.3Billpay by Saferpay

In order to be able to use the payment method BillPay correctly, it is important to carry out the steps below in the correct order.

1. Make sure that the payment method has been in your customer account with Saferpay
2. Before using BillPay you must complete certain integration tests. In order to do so, switch the Saferpay module to live-mode
3. Activate the payment method "Saferpay OpenInvoice" and go to Integration Tests in BillPay and set the BillPay Approval to "Approval Mode". BillPay's employees will then test your shop. Once these tests are complete, switch off the "Approval Mode". The payment method can now be used

6The Module in Action

Below you will find an overview of the most important features in the daily usage of the Saferpay module.

6.1Capturing / Canceling of Orders

6.1.1Capturing Orders

In order to be able to capture orders, you must make sure that you have set 'Capturing' to deferred in the configuration of the payment method.

Open the order you wish to capture and switch to the tab Transactions. Here you will find the tab Captures. Enter the amount you wish to debit from the customer's card. By clicking Capture, a direct capturing of the order occurs with Saferpay.

6.1.2Cancellation

By clicking the button Cancel, you delete the initial authorization on the customer's card. The pre-authorized amount is released from the customer's card.

Figure 6.1: Capturing/Cancellation of orders in Shopware

6.2Useful Transaction Information on the Order

In each order, processed via our module, you can find an overview of the most important information about the transaction as well as a transaction history.

In order to get to the transaction information, open the order and switch to the tab Transactions. Here you will find all authorization attempts and the related information.

Figure 6.1: Transaction Information in Shopware.

6.3Using Invoice Details of a Processor

In the following context you can view or embed the "payment details" of for example an "Open Invoice" transaction:

6.3.1Shopware Order Confirmation (E-Mail)

Please add the following code block into your Shopware email template, if you want to send the payment details of the processor in the mail confirmation sent to the customer:

1. HTML Mailtemplate

{if $paymentInformationHtml}

{$paymentInformationHtml}

{/if}
2. PLAIN Mailtemplate

{if $paymentInformationPlain}

{$paymentInformationPlain}

{/if}

6.3.2Shopware Invoice (PDF)

Due to technical limitations, it is currently not possible to display the "payment information" here.

6.3.3Shopware-Backend (Transaction details)

You can view the payment and transaction details in Shopware under Customer > Payments > Saferpay.

Figure 6.1: Transaction details within Shopware.

6.3.4Shopware Success-Page

Figure 6.1: Payment informations on the Shopware "Success-Page".

6.4Refunds

You can refund already captured transactions and automatically transmit them to Saferpay. In order to to so, open the order. Switch to the tab Transactions. A new window will open up in which you must then switch to the tab Refunds in order to refund orders.

To refund a line item you need to enter the quantity you wish to refund. By clicking Refund, the refund is automatically transmitted to Saferpay. It will than be refunded via the payment method the customer chose for the transaction.

Figure 6.1: Refunding Orders in Shopware.

Please note that you can't refund more than 100% of the original amount.

Executing a refund will not change the status of the order.

6.5Usage of the Alias Managers / Token Solution

With the Alias Manager, your customers can securely save their credit cards with Saferpay for later purchases. You can enable this by activating the option "Alias Manager" in the configuration of the Payment Method. The customer can then choose from his or her saved credit cards without having to re-enter all the details.

Figure 6.1: Alias Manager Usage in Shopware

7Getting the Credit Card Data via Shopware REST API

When connecting ERP systems to Shopware it may be that further information is required via Shopware API. Our module provides you with a lot of payment information also via Shopware REST API.

Basic Information about the usage of the REST API of Shopware can be found in the Shopware Developers Guide.

The service can be called up under https://www.shop-url.com/api/CwbsaferpaycwTransactions. The call of the above URL leads to the listing of all transactions. By adding the Transaction ID you can filter by the corresponding Transaction ID. The Transaction ID can be found in the order overview (Customer > Payments > Saferpay )

Additionally, you can also access the transaction via the Payment ID (transmitted through Saferpay). To do so, the parameter 'usePaymentId=1' has to be added as a parameter to the URL.

8Set-up a cron job to activate the timed operations

To activate the timed operations of the plugin (e.g. update service, deleting pending orders, etc.) make sure that you set up the Shopware Cron engine. Especially the update function allows you to automatically retrieve additional information or changes of your order directly via the API of Saferpay. For payment methods which use a delayed authorisation process this is mandatory. Please note it could be that in order to use the update feature it may be necessary that Saferpay activates additional options in your account.

The module uses the standard cron engine of Shopware. More information regarding the set up can be found here: https://community.shopware.com/Cronjobs_detail_1102.html.

9Testing

Before switching from test to live mode it is important that you test the module extensively.

9.1Test Data

10Errors and their Solutions

You can find detailed information under http://www.sellxed.com/en/faq. Should you not be able to solve your problem with the provided information, please contact us directly under: http://www.sellxed.com/en/support

10.1Orders are not stored in the shop

In case the order is not stored in your shop in spite of you successfully entering the credit card information at ____ paymentServiceProviderName____ , please perform the following steps:

1. Make sure that you have tested with the payment method called Saferpay Test Card.
2. Make sure that your shop is reachable from an external server without IP restrictions or password prompt.
3. It may be that the URL is too long and therefore can not be processed by PHP. In this case, increase the suhosin.get.max_value_length in your PHP configuration.

Shouldn't you be able to solve the problem by performing the above mentioned step, do not hesitate to contact our support team.

10.2The Referrer URL appears in my Analytics Tool

When a customer and the notification are redirected via Header Redirection, the Saferpay Referrer URL might appear in your Analytics Tool thus hiding the original traffic source. However, most Analytic Tools are able to minimize this problem.

In case you are using Google Analytics as reporting tool, this step by step guide may help you to exclude the URLs: under bullet point 4.

11Compatibility with Third-Party Plugins

The plugins listed below are compatible with our payment modules and allow you to handle certain tasks in an easier way.

11.1Birthday and gender in Shopware

For certain payment service providers it is necessary to check the birthday and the gender of a customer. Shopware does not check this by default. To enable these checks go to "Configuration > Basic Settings > Frontend > Login / Registration" and check the following parameters:

• Show Birthday Field
• Birthday is required
• Show "I am" select field

12Error Logging

The module will log different unexpected errors or information depending on the configured level. If there is any issue with the module, this log can help identify the cause.

12.1Log Levels

You can configure the log level in the Saferpay settings.

• Error: Logs unexpected errors only. (Default)
• Info: Logs extended information.
• Debug: Logs information helpful for debugging.

12.2Log Location

The log file is stored in the Shopware log directory. Please make sure the path exists and it is writable by the webserver. (Default Path: {shopRootDirectory}/logs or {shopRootDirectory}/var/log)

13Advanced Information

This section of the manual is for advanced usage of the module. The content is for advanced users with special requirements. Everything in this section is optional and not required for the daily usage of the module.

13.1Transaction Object

This section describes how to extract information from a transaction, if you need it for further processing. E.g. you require more information of the transaction for further processing an order in your ERP system.

The code snippets in this section assume your script resides in the root folder of the shop with the default shop folder structure.

require __DIR__ . '/autoload.php';
use Shopware\Kernel;
$environment = 'production';
$kernel = new Kernel($environment, false);
$kernel->boot();

$pluginPath = 'engine/Shopware/Plugins/Local/Frontend/CwbSaferpayCw';
Shopware()->Loader()->registerNamespace('Customweb', 'Customweb/');
Shopware()->Loader()->registerNamespace('CwbSaferpayCw_Helpers', $pluginPath . '/Helpers/');
Shopware()->Loader()->registerNamespace('CwbSaferpayCw_Entities', $pluginPath . '/Entities/');
Shopware()->Loader()->registerNamespace('CwbSaferpayCw_Components', $pluginPath . '/Components/');
Shopware()->Loader()->registerNamespace('Shopware\Components\Api', $pluginPath . '/Components/Api/');

require_once $pluginPath . '/Library/loader.php';
Customweb_Core_Util_Class::registerClassLoader(function ($className){
	return Shopware()->Loader()->loadClass($className);
});	

	Customweb_Core_Util_Class::registerClassLoader(function($className){
		if(strpos($className, 'SaferpayCw') === 0){
			$fileName = substr($className, strrpos($className, '_')+1).".php";
			if(file_exists('engine/Shopware/Plugins/Local/Frontend/CwbSaferpayCw/Legacy/'.$fileName)){
				require_once 'engine/Shopware/Plugins/Local/Frontend/CwbSaferpayCw/Legacy/'.$fileName;
				return true;
			}
		}
		return false;
	});
	

$transactionById =  CwbSaferpayCw_Helpers_Util::loadTransaction($transactionId);
$transactionObject = $transactionById->getTransactionObject();