Authorize.net CIM

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Revision as of 11:18, 7 April 2017 by John (talk | contribs) (Setup)
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Supported Features

Type One Time Recurring Refunds 3D Secure
Token No Yes Yes No
Remote Update Card Remote Delete Card
Yes Yes

The Authorize.net Customer Information Manager (CIM) system allows you to store customers' sensitive payment information on Authorize.net's secure servers, simplifying your compliance with the Payment Card Industry Data Security Standard (PCI DSS).

This works by only storing the full card number on Authorize's system, and not locally in your WHMCS database, and thus even if you were to be compromised, the encrypted full card numbers are not there for any potential hackers to access and potentially use.

Setup

Begin by activating the Authorize.net CIM module in Setup > Payment Gateways and then enter your Auth.net Login ID & Transaction Key where requested.

Validation Mode

The Validation Mode parameter enables you to generate a test transaction at the time you create or update a customer profile.

Live — Generates a transaction to the processor in the amount of $0.01 or $0.00. If successful, the transaction is immediately voided. Visa authorization transactions are changing from $0.01 to $0.00 for all processors. All other credit card types use $0.01. Consult your Merchant Account Provider before changing to Zero Dollar Authorizations for Visa because you may be subject to fees.

None — When this value is selected, no additional validation is performed.

Migration

For users currently processing payment using the Authorize.net module, a migration tool available for automatically transferring all your existing locally stored clients credit card numbers in WHMCS v6 and 7 (PHP 5.6 only) over to the CIM system. The tool can be downloaded @ http://www.whmcs.com/download/73/authnet_cim_migration_script . When using the migration tool activate and configure the Authorize.net CIM module, run the import script and then deactivate the regular Authorize.net module.

Errors: Should any errors occur during the import process review Billing > Gateway Log inside your WHMCS admin area and it should hold the full details of the responses from the Authorize.net API for each attempted card storage. This will aid in identifying and rectifying the problem.


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