USAePay Payments

Description

• Adds the ability to use USAePay as a payment processor for credit cards and ACH/EFT
• Supports one-time and recurring billing
• Creates a scheduled job to download transactions from USAePay, for recurring billing, and adds as a contribution record to CiviCRM

Installation / Configuration

Prepare your USAePay account

1. Login to your USAePay account

• USAePay Login
• Sandbox Login
• Navigate to Settings => Source Keys
• Click Add Source
• Enter a Name for your Source Key
  • If you plan on using recurring contributions in CiviCRM, you are required to also define a PIN here
• Click Apply. This will generate your Source Key and save your settings

Install USAePay Payments extension

1. Download the latest release of the extension from GitHub

• Extract the tarball (tar -xzf 0.9.tar.gz) to your CiviCRM Extensions directory. This can be found by navigating to Administer => System Settings => Directories
  • After extracting, make sure the name of the directory is com.pesc.usaepay; if this is not the case, rename the directory
• Login to your CiviCRM website and navigate to Administer => System Settings => Extensions
• Click Refresh, then install and enable the extension

Setup a USAePay payment processor

1. Navigate to Administer => System Settings => Payment Processors

• Click Add Payment Processor
• Create a new payment processor and select the type USAePay Payments Credit Card or USAePay Payments ACH
• Select a Financial Account, and your Accepted Credit Card Type(s). Enter your USAePay Source Key and PIN (optional) into the Processor Details, as well as the Source Key and PIN for your sandbox account (if you have one)
• When setting up Event pages, Contribution pages, etc in CiviCRM, you will now be able to select this payment processor so the payments get processed through USAePay

Setting up recurring contributions (optional)

1. Navigate to Administer => System Settings => Scheduled Jobs

• Edit the USAePay Fetch Transactions job, enter your Source Key and PIN, and make the job active
  • A PIN is required for recurring contributions, so if you didn't set one up in your USAePay account dashboard, go to that now
  • Using a Source Name is optional. This filters which recurring contributions get pulled into CiviCRM from USAePay. This useful when USAePay is used with more than just this instance of CiviCRM
  • Example:

  sourcekey=11111111111111111111111111111111
  pin=1111
  sourcename=civicrm