May 2023 - Credit Guard
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    May 2023 - Credit Guard

    • PDF

    Article summary

    Article Overview

    The following article describes how to integrate Credit Guard with EasySend. 

    What is Credit Guard?

    Credit Guard is a global payment-processing platform that provides infrastructure for accepting and managing online payments.

    NOTE
    To use Credit Guard you must first upgrade your environment servers to version 21.11.0 or above.

    Step 1: Creating Credit Guard Resource  

    (See Figure 1 and Figure 2)

    The create a Credit Guard resource, perform the following steps:

    Figure 1: Credit Guard Resource

    1. Navigate to the Service screen.
    2. Click Resources (1).
    3. Click Payment (2).
    4. Click + Create (3).

    A Credit Guard resource must be created with the following information:

    • URL
    • Terminal Number
    • User 
    • Password
    • MID 
    • CG Version
    • Card ID
    • Description
    NOTE
    • All fields except Description are required.
    • The information is provided by Credit Guard.

    Figure 2: Credit Guard Resource

    1. Once the resource is created, click the Deploy button (4).

    Step 2: Adding and Configuring a Credit Guard Component

    (See Figure 3 and Figure 4)

    To add and configure a Credit Guard component, perform the following steps:

    1. Navigate to the Webflow screen.
    2. Under Payment Solutions, drag and drop the Credit Guard component (1) onto the canvas.

    Figure 3: Credit Guard Component

    1. Click the component it to display its Properties section.

    Figure 4: Credit Guard Properties

    1. Configure the properties:
      1. Connect it to the created Credit Guard resource (2).
      2. Set the Language (3).
        • English (ENG)
        • Hebrew (HEB) 
          NOTE
          The selected language will affect how Credit Guard components are displayed while viewing the digital process:
          • Text direction 
          • Text (including the default Description message)
          • Button labels      
      3. Set the Currency (4).
        • ILS
        • USD
        • EUR
      4. Enter the Billing Amount (5) - the billing amount must be written in cents, for example: when writing 50000 the displayed amount will be 500.00, if no amount was entered the default value of 1 NIS will be applied.  NOTE
      5. Set the Transaction Type (6):
        • Debit
        • Recurring Debit
      6. Set the Credit Type (7):
        • Regular Credit
        • Installments
      7. Set the Number Of Installments (8):
        • 1 - 12
        • 1 - 12, 24
        • 1 - 12, 24, 36 
      8. Write the following messages (9):
        • Success
        • Failure
        • Description
    NOTE
    The Description message has a default text that will appear automatically once the digital process is viewed, for example:

    It is possible to override the message with new text or remove it by entering " " in the Description Message field.

    Step 3: Create Credit Guard Data Structure

    (See Figure 5)

    In the Model screen create the following required data structure:

    • creditGuard (object)
      • CG_Token (string)
      • CG_Data (object)
        • cardId (string) 
    • You can add more data items under CG_Data to display additional information, for example:
      • cardMask (string)  
      • cardExpiration (string)   
      • sessionCD (string)
      • cardBrand (object)
        • code (string) 
        • text (string) 
      • creditType (object)
        • code (string) 
        • text (string)  
      • id (string) 
      • authNumber (string) 
      • statusText (string)   
    NOTE
    To read more about the optional fields, click here and read pages 22 through 31.
    • You can also create a data item to display user email information, for example: emailModelValue (string).

    Figure 5: Data Structure

    Step 4: Connecting Data Items

    (See Figure 6)

    Connect the properties to data items according to Table 2:

    Table 2: Connecting Data Items

    Property

    Connect to

    C G Token

    creditGuard.CG_Token

    Data

    creditGuard.CG_Data

    Payment User Email

    emailModelValue

    NOTE
    This data item must also be connected to a data input component such as a Text Input

    Figure 6: Credit Guard Component Properties

    Step 5: Deploy and Preview

    (See Figure 7)

    After configuring the properties and connecting the data items click the Deploy button to start the deployment process and then click Preview. 

    Please note that deployment warnings will occur if:

    • A Success message, a Failure message, or both are missing.
    • The Credit Type is set to Installments but the Number Of Installments was not set.

    Figure 7: Deployment Warnings

    Figure 8 displays an example of a digital process integrated with Credit Guard:

    Figure 8: Digital Process with Credit Guard


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