How to Integrate and Configure Tranzila Payments

Business Background

When you need to accept online payments and connect payment activity to Salesforce, you can use Tranzila payments with Salesforce through Titan. This helps you collect payments from users while keeping payment-related data connected to the records and processes your team already manages.

Tranzila can be used for payment flows such as product purchases, service payments, registration fees, marketplace transactions, or other online payment processes. Once the payment is completed, your project can automatically proceed to the next step, such as confirming the payment, redirecting the user, or updating Salesforce.

Titan Solution

Titan lets you add Tranzila as a payment option in your project and connect the payment process to Salesforce. You can configure payment settings based on your business needs, including different currencies and payment types such as single payments or installments.

You can also define what happens after payment. For example, you can send an email, redirect the user to another internal or external page, or push payment data to Salesforce. This helps you manage the payment experience and keep your Salesforce records up to date without having to handle each step manually.

How to Guide

Note:

Prerequisite:

Configure Payment

1. Select the Tranzila option. The Payment Configuration > Payment Method screen opens.

2. Set up the following:
   1. Payment Method
   2. Processor Configuration
   3. Layout
   4. Post Payment
   5. Salesforce Integration

Payment Method

1. Use the drop-down list to select a currency. This is a list of the currencies that Tranzila Payments supports. The options are:
   • Dollars
   • Euros
   • CHF Francs
   • Australian Dollar
   • Canadian Dollar
   • Israeli New Shekel
   • Pound Sterling
   • New Zealand Dollar
   • Dynamic

Note:

You can select “Dynamic” to give the end-user the option to add a currency type not listed.

The dynamic value must have been added as a variable. The string must be as follows:

• 1 – ILS
• 2 – USD
• 978 – EUR
• 826 – GBP

Tranzila will reject any other values. Please refer to the API for the string values for currencies.

2. Use a radio button to select the following:
   • Payment: Payments will be deducted.
     • Allow Bit: Click the checkbox to allow customers in Israel to make payments using the Bit application on their mobile phones.
   • Get Token: After processing a single payment, the credit card processor creates a token number that can be stored in Salesforce for later use.
     • This token can be used later to charge the credit card again without having the actual card details.
     • Charging the card using a token has to be done via the payment processor API for a single payment, which will be done directly from Salesforce.

3. Click the Next button. The Payment Configuration > Processor Configuration screen opens.

Processor Configuration

Configure the following as necessary:

• Required processor configuration
• Custom Parameters

Required

1. For Required processor configuration, do the following:
   • Add the Supplier ID in the field.
     • This is mandatory.
   • Click in the Handshake checkbox.
     • This is optional, but it is recommended for fraud prevention.
     • Type the Tranzila password in the field.
       • When Handshake is on, Tranzila is contacted before the paying customer is directed to the clearance page, where a unique identifier is created for the sums and details of the transactions.
       • After receipt, the unique identifier will be transferred to the payment page along with the transaction’s other data. Only there will the paying customer enter the details of the card being billed.
   • Add the required ID.
     • This is optional.

Custom Parameters

1. Select the Custom Parameters option.
2. Use the toggle switch to enable the custom parameters.
3. Complete the fields.
4. Use the Field or Static options to add parameters.
   • Use the drop-down list to select a Field parameter.
   • Type a Static parameter in the field.
5. Use the Add a Parameter option to add more parameters.

6. Click the Next button. The Payment Configuration > Layout screen opens.

Layout

1. Add a label in the field.
   • This is mandatory.
   • This description will appear on the Configure Project Payments Settings screen under the My Payments list.
2. Use the drop-down list to select the number of installments.
   • You must have added the number of installments as an input element or variable on your project unless you use the Static option from the drop-down list.
     • For the Static option, type a number in the field.
   • This is the number of additional payments after the first payment.
3. Use the drop-down list to select the first payment amount for multiple payments.
   • This is mandatory.
   • You must have added the first payment amount as an input element or variable on your project.
   • This is the amount of the first payment.
4. Use the drop-down list to select every payment amount for multiple payments.
   • This is mandatory.
   • You must have added every payment amount as an input element or variable on your project.
   • This is the amount for each subsequent payment.

5. Alternatively, select the Static option from the Number of installments drop-down list.
6. Add the number of installments in the field.
7. Use the drop-down list to select the total payment amount for a single payment.
   • This is mandatory.
   • You must have added the first payment amount as an input element or variable on your project.

Note:

If the Number of Installments exceeds 1 or if a parameter is used, then the drop-down list for Total Amount is replaced with the drop-down lists for First Payment Amount and  Every Payment Amount.

When the Static value exceeds 1, then the drop-down list for Total Amount is replaced with the drop-down lists for First Payment Amount and Every Payment Amount.

7. Click the Next button. The Payment Configuration > Post Payment screen opens.

Post Payment

You can do the following:

• Send an email.
• Redirect the user to an internal and/or external link when the payment processing has finished.
• Redirect the user to an internal and/or external link when the payment processing has failed.

1. To send an email, use the toggle switch to switch on the option.
   • You can configure an email that will be sent when the transaction has been processed.
   • Select the configured email.

2. Select the Redirect on Success option, if necessary
3. Use the toggle switch to switch on a redirect action on success action.

• Configure an External redirection.

• Configure an Internal redirection.

4. Select the Redirect on Failure option, if necessary
5. Use the toggle switch to switch on a redirect action on failure action.

• Configure an External redirection
• Configure an Internal redirection

6. Click the Next button. The Payment Configuration > SF Integration opens.