Magento 2
This guide describes how to integrate Resolve into your Magento 2 e-commerce platform so that you can provide Net Terms as a payment option to your customers.
Overview
After integrating Resolve, your Magento 2 site will:
Offer Net Terms as a payment option on the checkout page
This payment option also surfaces a link to your buyer application
Process Resolve payments in your order management system
The integration steps are:
Install the extension for Magento 2
Retrieve keys
Configure Net Terms as a payment method
Review your order management functions
Test your integration
Go live with Resolve
Instructions
Before you begin
Before beginning integration, you should review the following:
Your current checkout process to understand how Resolve will affect operations and customer experience
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 Net Terms 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. Your account manager will approve your sandbox buyer account for testing purposes.
1. Install the extension for Magento 2
You have 2 options for installing the extension for Magento 2. Both options also are upgrading the extension using the exact same steps described below.
Install using Composer
In the Magento 2 root directory, enter the following commands using the command line:
3. Clear the Magento 2 cache to use the default Magento 2 Resolve configuration
Install using Command Line
If it does not exist, create the directory
Magento2_root/app/code/Resolve/Resolve/Unzip the extension and move all the files to
Magento2_root/app/code/Resolve/Resolve/In the Magento 2 root directory, run the following command to verify that
Resolve_Resolveexists in List of disabled modules:
5. In the Magento 2 root directory, run the following commands:
6. Clear the Magento 2 cache to use the default configuration
2. Retrieve keys
Your Merchant ID and Secret API Key are available in your merchant dashboard. Just go to the Settings tab then choose "Integrations" from the sidebar on the left side of your screen. Your merchant ID and key are under the Direct API section. Be sure you're logged into your sandbox merchant dashboard if you are configuring your sandbox integration. You'll need to log into your production dashboard to retrieve these credentials when you're ready to go to Production.
3. Configure Resolve as a payment method
After installing the extension, enable Resolve as a payment method by updating Magento 2's configurations:
Sign in to your Magento 2 admin portal
Go to Stores > Configuration > Sales > Payment Methods > Resolve
Set Enabled to Yes
Keep Mode set to Sandbox (for development and testing)
Enter the Merchant ID and Secret API Key that you retrieved from the Resolve
If your checkout process automatically captures the charge, set Payment Action to Authorize and Capture
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)
If you want to change the order of displaying Resolve as a payment option during checkout, enter a Sort Order value greater than 0.
If you want to display Resolve as text instead of a logo during checkout, set Plain Text Appearance to Yes.
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)
If you want to display Resolve description during checkout, set Plain Description Text Appearance to Yes.
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:
In the Magento admin panel, go to System > Cache Management
Click Flush Magento Cache
Sign out
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 credentials.
Add an item to the cart on your test site.
Proceed to checkout.
During checkout, enter valid U.S. addresses and phone information. Resolve cannot test your configuration if the address or phone information is fake.
Select Resolve as the payment option.
Proceed to Resolve's testing environment checkout.
Note: The URL https://app-sandbox.resolvepay.com indicates that you are in the testing environment.
Log in as customer.
Your account representative can help you retain customer credentials if you have difficulty.
Confirm your payment.
Wait to ensure that you have been redirected to your confirmation page.
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.
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