Difference between revisions of "NATS4 BrainTree"
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− | == Setting Up at | + | == Setting Up at BrainTree == |
− | Before you can begin configuring | + | Before you can begin configuring BrainTree as a biller in [[NATS4]], you must first register an account through BrainTree. You can find out more about this process at their website: https://www.braintreepayments.com/ |
− | While signing up | + | While signing up @ BrainTree, make sure that you take down the information provided by them; including your Merchant ID, Public Key, and Private Key. |
− | == Setting Up | + | In order to have NATS process post-initial transactions, you need to configure the BrainTree Webhooks (Settings -> Webhooks in BrainTree Admin) to post to <<NATS site linkdomain>>/signup/process_braintree.php |
+ | |||
+ | == Setting Up BrainTree in NATS == | ||
=== Billers Admin === | === Billers Admin === | ||
− | If you wish to set up | + | If you wish to set up BrainTree to process transactions in [[NATS4]], go to the [[NATS4 Billers Admin|Billers Admin]]. In the Billers Admin, scroll down to the "Setup New Biller" drop-down menu, select BrainTree, and click "Add New Option." |
− | When prompted, enter your | + | When prompted, enter your BrainTree Account Number, Store ID, and Store Password. If you were not provided with the required information, please contact BrainTree. |
=== Sites Admin === | === Sites Admin === | ||
− | To continue setting up | + | To continue setting up BrainTree in [[NATS4]], go to the [[NATS4 Sites Admin|Sites Admin]]. On the main page, create a new tour or edit an already existing one, then scroll down to the "Biller Details" section. Choose if you want to set BrainTree to Test Mode to test your transactions-- this is an optional setting. |
=== Upsells Admin === | === Upsells Admin === | ||
− | + | BrainTree also supports [[Ct#Cross sell|cross sale]] transactions in [[NATS4]]. To begin configuring [[NATS]] to accept these transactions, go to the [[Upsells Admin]]. For more information on Cross Sales in [[NATS]], please see our [[NATS4 Configuring Cross Sells]] wiki article. | |
==== Outgoing Cross Sales ==== | ==== Outgoing Cross Sales ==== | ||
− | In the [[Upsells Admin]], begin by configuring an Outgoing Cross Sale (if applicable). To do so, scroll down to the "Biller" drop-down menu and choose | + | In the [[Upsells Admin]], begin by configuring an Outgoing Cross Sale (if applicable). To do so, scroll down to the "Biller" drop-down menu and choose BrainTree from your list of options. |
On the next page, you will be prompted for a variety of information. Fill out the title, description, and disclaimer for your cross sale option, and choose if you want cross sales enabled for all join options. Next, fill in your Account Number, Store ID, Store Password, the length and cost of your initial/recurring memberships, your Ref Code, and site Domain. | On the next page, you will be prompted for a variety of information. Fill out the title, description, and disclaimer for your cross sale option, and choose if you want cross sales enabled for all join options. Next, fill in your Account Number, Store ID, Store Password, the length and cost of your initial/recurring memberships, your Ref Code, and site Domain. | ||
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==== Incoming Cross Sales ==== | ==== Incoming Cross Sales ==== | ||
− | To set up incoming cross sales to process transactions through | + | To set up incoming cross sales to process transactions through BrainTree, go to the [[Upsells Admin]] and click the "Incoming Cross Sells" tab at the top of the page. Select BrainTree from the "Biller" drop-down menu, select the site and the program that you want to associate with this cross sale option, then click Add New Option. |
− | When prompted, enter the title and fees/lengths of your [[NATS4 Join Option|join options]]. Under "Biller Info," enter your | + | When prompted, enter the title and fees/lengths of your [[NATS4 Join Option|join options]]. Under "Biller Info," enter your BrainTree account number, store ID, and store password. Click save changes when you have filled out the required fields, and your cross sale should now be configured in [[NATS]]. |
[[Category:NATS4 Biller Instructions]] | [[Category:NATS4 Biller Instructions]] |
Latest revision as of 11:54, 17 May 2016
Setting Up at BrainTree
Before you can begin configuring BrainTree as a biller in NATS4, you must first register an account through BrainTree. You can find out more about this process at their website: https://www.braintreepayments.com/
While signing up @ BrainTree, make sure that you take down the information provided by them; including your Merchant ID, Public Key, and Private Key.
In order to have NATS process post-initial transactions, you need to configure the BrainTree Webhooks (Settings -> Webhooks in BrainTree Admin) to post to <<NATS site linkdomain>>/signup/process_braintree.php
Setting Up BrainTree in NATS
Billers Admin
If you wish to set up BrainTree to process transactions in NATS4, go to the Billers Admin. In the Billers Admin, scroll down to the "Setup New Biller" drop-down menu, select BrainTree, and click "Add New Option."
When prompted, enter your BrainTree Account Number, Store ID, and Store Password. If you were not provided with the required information, please contact BrainTree.
Sites Admin
To continue setting up BrainTree in NATS4, go to the Sites Admin. On the main page, create a new tour or edit an already existing one, then scroll down to the "Biller Details" section. Choose if you want to set BrainTree to Test Mode to test your transactions-- this is an optional setting.
Upsells Admin
BrainTree also supports cross sale transactions in NATS4. To begin configuring NATS to accept these transactions, go to the Upsells Admin. For more information on Cross Sales in NATS, please see our NATS4 Configuring Cross Sells wiki article.
Outgoing Cross Sales
In the Upsells Admin, begin by configuring an Outgoing Cross Sale (if applicable). To do so, scroll down to the "Biller" drop-down menu and choose BrainTree from your list of options.
On the next page, you will be prompted for a variety of information. Fill out the title, description, and disclaimer for your cross sale option, and choose if you want cross sales enabled for all join options. Next, fill in your Account Number, Store ID, Store Password, the length and cost of your initial/recurring memberships, your Ref Code, and site Domain.
When you have finished filling out the required fields, click Save Changes.
Incoming Cross Sales
To set up incoming cross sales to process transactions through BrainTree, go to the Upsells Admin and click the "Incoming Cross Sells" tab at the top of the page. Select BrainTree from the "Biller" drop-down menu, select the site and the program that you want to associate with this cross sale option, then click Add New Option.
When prompted, enter the title and fees/lengths of your join options. Under "Biller Info," enter your BrainTree account number, store ID, and store password. Click save changes when you have filled out the required fields, and your cross sale should now be configured in NATS.