Payment Gateway Choices & Integration

1. Sign up for or sign into your Stripe account at stripe.com
2. If you have not already done so activate your Stripe account
3. Select Stripe as your Payment Gateway under MembershipWorks > Organization Settings > Integration > Payments
4. Click the Connect Stripe button
5. Follow the prompts to allow access to the functions of your Stripe account required for processing payments on your behalf.

Stripe setup issues? See MembershipWorks > Help > Billing Setup > Setup Your Payment Gateway > Stripe Setup FAQ. Also feel free to reach out for support.

You will need a Paypal Payflow Pro account. If you need automatic recurring billing for memberships you will also need to signup for Recurring Payments. Note that these services incur monthly fees with Paypal. Please be aware that we do not integrate with the standard or business versions of PayPal. Usually, the easiest way to tell if you have the PayPal Pro is that you are paying a monthly fee for their service (usually around $30-60 a month).

Step 1: Create API User

Sign in to Paypal Manager and navigate to Account Administration > Manage Users. Create a user – this user will only be used for our system to process transactions. Use a suitable contact name, email address, user login and a long randomly generated password (we recommend minimum 20 characters). Select “API_FULL_TRANSACTIONS” under Predefined Role, and “Active” for the User Status.

Step 2: Add Credentials

Once this user is created, from our system go to Organization Settings > Integration > Payments and select “Paypal Payflow Pro” for the payment gateway. Enter the user login and user password for the new user you just created. Under Merchant login and Partner, enter the same merchant login and partner that you used to sign in to Paypal Manager. Click on “check if your API keys are valid” to make sure your API keys are correct (note this only verifies if the API keys are correct, it cannot verify if your Paypal account is configured properly). Then click Save & Continue.

Step 3: Check Transaction Settings

If you have not yet done so, from Paypal Manager go to Account Administration > Manage Security and ensure your security settings are suitable for the transaction amounts you will be processing.

Final Testing

Test your Paypal Payflow Pro integration by actually signing up as a member on your website. You can always refund your own credit card afterwards. This is the only way to be assured that your signup form works. Make sure the transactions appear on the account timeline and the renewal date is updated correctly after signing up. Please allow 1 business day for automatic recurring billing payments to be processed by Paypal.

You will need a Paypal Website Payments Pro account. If you need automatic recurring billing for memberships you will also need to signup for Recurring Payments. Note that these services incur monthly fees with Paypal. Please be aware that we do not integrate with the standard or business versions of PayPal. Usually, the easiest way to tell if you have the PayPal Pro is that you are paying a monthly fee for their service (usually around $30-60 a month).

Step 1: Obtain Credentials

After logging into your Paypal account, click on the Settings (gear) icon in the top (right) toolbar. Then click on My Selling Tools.

Under API access click Update then click the link under NVP/SOAP API integration (Classic). Note down the API Username, API Password and Signature. If you see a Certificate instead of Signature, you will need to delete the certificate (if you are not using the certificate with any other system) and request new API credentials.

Step 2: Setup IPN

Return to My Selling Tools on the settings page. Next, click on the link under Instant payment notifications. Click the Choose IPN Settings button. Enter “https://api.membershipworks.com/fi/pay” in the Notification URL, enable Receive IPN messages (Enabled), then click Save.

Step 3: Add Credentials

From our system navigate to Organization Settings > Integration > Payments. Select “Paypal Website Payments Pro” as the payment gateway then enter the API Username, API Password, and Signature. Click on “check if your API keys are valid” to make sure the API keys you entered are correct. Then click Save & Continue:

Final Testing

Test your Paypal Website Payments Pro integration by actually signing up as a member on your website. You can always refund your own credit card afterwards. This is the only way to be assured that your signup form works. Make sure the transactions appear on the account timeline and the renewal date is updated correctly after signing up. Please allow 1 business day for automatic recurring billing payments to be processed by Paypal.

With PayPal Checkout, users making payments on your website can choose to:

• Pay with their Paypal account, or
• Pay with their debit or credit card, or
• Pay with other eligible payment methods such as Venmo, Pay Later, Paypal Credit (note that eligibility is determined automatically by Paypal, depending on the user and location).

MembershipWorks integration with PayPal Checkout is currently in beta.

You’ll need a Paypal Business account to use Paypal Checkout. Paypal does not charge a monthly fee for Paypal Checkout, but your organization will still be charged Paypal transaction fees. These transaction fees are higher than the fees with PayPal Pro. Learn more about the differences between Checkout and Pro.

How to use Paypal Checkout

1. Go to https://developer.paypal.com, click “Login to Dashboard” and login with your Paypal business account credentials.
2. Navigate to “My Apps & Credentials”.
3. Click on “Live” in the Sandbox/Live selector and click Create App under the “REST API apps” section.
4. Under “App Name” enter “MembershipWorks” and click Create App.
   
5. Note down the Client ID and Secret (click “Show” to see the Secret).
6. Under the Live App Settings check just “Accept payments” and “Transaction Search” then click Save.
   
7. In MembershipWorks navigate to Organization Settings > Integration. Under Payments select Paypal Checkout as the Payment Gateway, then enter the Client ID and Secret from step 5. Click Save & Continue at the bottom of the page to save your changes.

Learn more about PayPal Checkout.

Step 1: Add Credentials

From our system, navigate to Organization Settings > Integration > Payments. Select “Authorize.net” as the payment gateway, enter your Authorize.net API Login ID and Transaction Key. Then click the Save & Continue button at the bottom of the page.

Step 2: Setup Silent Post URL

Sign in to your Authorize.net account, click on the Accounts tab, then click on the Silent Post URL link. Here you will need to setup Authorize.net to notify us when recurring membership payments occur, by entering “https://api.membershipworks.com/fi/pay” in the URL box:

Step 3: Update Transaction Submission Settings

Go to the Accounts tab, click on Payment Form, then Form Fields. Uncheck any fields set to “required”. And click the Submit button to save the settings.

Step 4: Enable Automatic Recurring Billing

Note that if you use Automatic Recurring Billing for your membership levels, you must be subscribed to Automatic Recurring Billing with Authorize.net. You may also need to enable it from your Authorize.net control panel – go to Account > User Profile > Edit Profile Information and enable Automatic Recurring Billing.

Step 5: Enable Customer Information Manager

This step is required if:

a) You provided a Public Client Key in Step 1 and want to process Automatic Recurring billing

b) You want to be able to charge a card on file (Automatic Recurring billing) directly from the Timeline of a member’s account

Go to the Tools tab and click on Customer Information Manager on the left menu. If CIM is not enabled you will see a form with a link to sign up for CIM. Click on the link and follow the prompts accordingly to enable CIM.

Public Client Key

If you provide the Authorize.net Public Client Key, we will use the Accept.js method to tokenize credit card information. This reduces PCI DSS scope for you as the merchant.

Final Testing

Test your Authorize.net integration by actually signing up as a member on your website. You can always refund your own credit card afterwards. This is the only way to be assured that your signup form works. Make sure the transactions appear on the account timeline and the renewal date is updated correctly after signing up. Please allow 1 business day for automatic recurring billing payments to be processed by Authorize.net.

It’s important to make sure you see the transaction from your test end up in your payment gateway. That will show you that the connection between MembershipWorks and your gateway is working.

Once you have successfully tested your payment integration we recommend that you follow the steps below to delete the billing option.

1. Go to Members and open your test member account
2. Click on the Membership Billing tab
3. Click Update
4. Select Manual Billing
5. Click Save
6. Go to Labels & Membership and open the level you set up the test billing option for
7. Click on the Billing Options tab
8. Click on the test billing option and select Delete

A few important notes:

1. You can refund your test payment in MembershipWorks. However, we recommend that you process a small test payment as your payment gateway may not refund the transaction fee that was incurred from the payment processed.
2. Before testing the payment integration we recommend that you ensure your website has an SSL certificate installed and all pages are loading over “https”. In some cases such as Stripe you may find that if you attempt to process the payment you will receive an error message due to the site not being secure.