Magento 2

Overview

This guide describes how to integrate Resolve into your Magento 2 eCommerce platform so that you can provide Resolve as a payment option to your customers. After integrating Resolve, your Magento 2 site will:

  • Offer Resolve as payment option on the checkout page

  • Process Resolve charges in your order management system

The integration steps are:

  1. Install the Magento 2 extension

  2. Retrieve keys

  3. Configure Resolve as a payment method

  4. Review your order management functions

  5. Test your integration

  6. Go live with Resolve

Instructions

Before you begin

Before beginning integration, you should review the following:

  • Install the extension in your sandbox or staging environment before pushing it live

  • Keep a copy of your Magento store and database to ensure you can revert to the version before the installation

  • You may need to re-index all the product and category tables after installation

Sandbox development

Request a merchant sandbox account

Develop and test the Resolve integration in your development environment connected to our sandbox. To get started, reach out to your Resolve account manager to request sandbox API credentials.

Create a sandbox customer account

Go to https://app-sandbox.resolvepay.com/<your_merchant_id> and submit a test customer application. Resolve will approve your sandbox buyer account for testing purposes.

1. Install the Magento 2 extension

You have 2 options for installing the Magento 2 Resolve extension. Both options also are upgrading the extension using the exact same steps described below.

Install using Composer

  1. In the Magento 2 root directory, enter the following commands using the command line:

composer require resolve/magento2
composer update
php bin/magento setup:upgrade
php bin/magento setup:di:compile

3. Clear the Magento 2 cache to use the default Magento 2 Resolve configuration

Install using Command Line

  1. If it does not exist, create the directory Magento2_root/app/code/Resolve/Resolve/

  2. Unzip the extension and move all the files to Magento2_root/app/code/Resolve/Resolve/

  3. In the Magento 2 root directory, run the following command to verify that Resolve_Resolve exists in List of disabled modules:

php bin/magento module:status

5. In the Magento 2 root directory, run the following commands:

php bin/magento module:enable Resolve_Resolve
php bin/magento setup:upgrade

6. Clear the Magento 2 cache to use the default Magento 2 Resolve configuration

2. Retrieve keys

To get your Merchant ID and Secret API Key, please contact Resolve Account Manager or accounts@resolvepay.com.

3. Configure Resolve as a payment method

After installing the extension, enable Resolve as a payment method by updating Magento 2's configurations:

  1. Sign in to your Magento 2 admin portal

  2. Go to Stores > Configuration > Sales > Payment Methods > Resolve

  3. Set Enabled to Yes

  4. Keep Mode set to Sandbox (for development and testing)

  5. Enter the Merchant ID and Secret API Key that you retrieved from the Resolve

  6. If your checkout process automatically captures the charge, set Payment Action to Authorize and Capture

  7. Enter the dollar amount values for Minimum Order Total and Maximum Order Total that displays Resolve as a payment option to your customers when checking out (default is 0.01 and 50000, respectively)

  8. If you want to change the order of displaying Resolve as a payment option during checkout, enter a Sort Order value greater than 0.

  9. If you want to display Resolve as text instead of a logo during checkout, set Plain Text Appearance to Yes.

  10. If you want to customize the default subtext, you can add in-line HTML to Resolve Payment Method HTML (requires Plan Text Appearance set to No)

  11. If you want to display Resolve description during checkout, set Plain Description Text Appearance to Yes.

  12. If you want to customize the default description text, you can add in-line HTML to Resolve Payment Method Description HTML (requires Plan Description Text Appearance set to No)

If these changes will not take effect immediately:

  1. In the Magento admin panel, go to System > Cache Management

  2. Click Flush Magento Cache

  3. Sign out

  4. Sign back in to reset permissions

4. Review your order management functions

Processing orders (authorize, capture, cancel, refund, and partial refund) in Magento 2 updates the order status in the Resolve dashboard. While you can process orders in the dashboard, we strongly recommend using Magento 2 to keep order status synced with Resolve. Click here for more information.

5. Test your integration

Test your configuration to ensure that everything is working before you go live. Email accounts@resolvepay.com with a link to your test site so that we can verify your configuration and provide you with a production key.

  1. Add an item to the cart on your test site.

  2. Proceed to checkout.

  3. During checkout, enter valid U.S. addresses and phone information. Resolve cannot test your configuration if the address or phone information is fake.

  4. Select Resolve as the payment option.

  5. Proceed to Resolve's testing environment checkout.

Note: The URL https://app-sandbox.resolvepay.com indicates that you are in the testing environment.

  1. Log in as customer.

2. Confirm your payment.

3. Wait to ensure that you have been redirected to your confirmation page.

4. Verify that the transaction appears in your platform's admin panel and on https://app-sandbox.resolvepay.com/dashboard.

6. Go live with Resolve

After you verify that your configuration is working properly in the Resolve Sandbox environment, your Resolve Customer Success Manager will provide your production key.