Setting Up The Moneris Integration

Please note that to use the Moneris Integration, this would be a feature that you would have to add at a cost of $950 per year.

Moneris is a popular back-end for accepting payments via PheedLoop. Please reach out to our support team via email at support@pheedloop.com to access this payment processor. To integrate with Moneris, there are a couple of steps that you will need to follow.

IMPORTANT: Step 3 of this article must be followed or else errors may arise. If you are experiencing issues with Moneris, it is likely one or more items under this step has not been configured.

Step 1 - Login to Moneris
Step 2 - Create Moneris Checkout Config Profile
Step 3 - Edit the Profile
Step 4 - Connecting to PheedLoop with your Moneris Credentials

Step 2 - Create Moneris Checkout Config Profile

From the Moneris page, navigate to Admin > Moneris Checkout Config and select Create Profile from the page.

Doing this will create a temporary profile. You will be brought into a new page where you will be asked to edit the profile.

Step 3 - Edit the Profile

To ensure you set up the Moneris Checkout Config Profile correctly, you will need the following toggles on.

Checkout Type

Toggle on I have my custom order form and want to use Moneris simply for payment processing

Payment

Card Logos

Ensure Display Supported Cards is toggled OFF.

Payment Security

Toggle on Auto Decision by Moneris.

CVV can be set to Optional or Mandatory. Either option works for your organization's needs.

Transaction Type

Toggle on Purchase

Branding & Design

Colors

Under the Background field, select White

Customizations

Toggle off Enable Fullscreen

Toggle off Card Borders/Shadows

Under the Process Text field, select Checkout

Under the Cancel Text field, select Cancel or Back

Order Confirmation

Order Confirmation Processing

Toggle on Use Own Page

Confirmation Page Content

Toggle off Order ID

Toggle off Customer Info

Toggle off Shipping Info

Toggle off Billing Info

Toggle off Custom Message

Email Communications

Toggle off Order ID

Toggle off Customer Info

Toggle off Shipping Info

Toggle off Payment Info

Customer Emails

Toggle off Approved Transaction

Save your progress

Once you have toggled on or off all of the options outlined in this article, select Save at the top of the page to save your progress. You will be able to view your Checkout ID next to the Save button.

Step 4 - Connecting to PheedLoop with your Moneris Credentials

You will need three values to connect Moneris to PheedLoop. Gather this information and keep it safely stored. Only share this information with trusted individuals to maintain security and confidentiality.

Store ID

The Store ID is required in order to login to Moneris. If you do not have this on hand, please reach out to Moneris Customer Support team for assistance. If you are already logged in to Moneris, the Store ID will be displayed at the top of the page.

API Token

The API Token for your Moneris account will also be required. The API Token can be found by navigating to Admin > Store Settings. The API Token will be displayed under the API Token section.

Checkout ID

The checkout ID is available as soon as you create your checkout profile. If you would like to see a complete list of all Checkout IDs, navigate to Admin > Moneris Checkout Config. The Checkout ID will be displayed in the CHECKOUT_ID column.

Connecting Moneris to PheedLoop

Once all three items have been accounted for, you can now connect Moneris to your organization account in PheedLoop.

From the Event Dashboard, select your email on the top right corner and select Settings

Navigate to Interactions
Under Moneris, select Not Connected

Under the Store id field, enter your store ID
Under the Api Token field, enter your API Token
Under the Checkout id field, enter your Checkout ID
Select Connect to Moneris

Your Organization Account should now be connected to Moneris.