To take payments within Limio for Salesforce, you will need a payment gateway. Limio comes natively integrated with Zuora Hosted Payment Method (HPM) Pages. This guide will describe how you can set up a new Zuora Hosted Payment Method (HPM) Pages to use in Limio for Salesforce
A. Set up in Zuora
Below is a handy step-by-step guide. You can also refer to Zuora documentation (link).
Set up of the Hosted Payment Method Page:
First, go to Settings > Payments > Setup Hosted Pages
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Create a HPM Page for use in the Salesforce tenant - e.g. go to https://apisandbox.zuora.com/apps/HostedPageLite.do?method=list
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Select the type, for example “Credit Card” or "Bank Transfer DirectDebitUK", then “Create new Hosted Page”
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Page Name: <any value> (we recommend a descriptive name such as 'Limio {paymentMethod} {environment name}', for example Limio Credit Card Sandbox'
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Hosted Domain: <The Salesforce organisation lightning domain>, for example https://flow-customization-869-dev-ed.lightning.force.com
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Callback Path: <any value>, for example /callback
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Disable (Enable Captcha)
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Default Payment Gateway: "Test Gateway" (or the specific gateway provider)
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Deselect all Address Fields
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Click “Generate and save page”
Then, on the HPM home screen, click on “Show Page Id” and copy the ID.
B. Set up in Salesforce
- Go to salesforce
- Create a new legacy named credential, called ZuoraRestV2MI
- url: https://{{zuoraenv}}.zuora.com/v1
- Authentication protocol: Password authentication
- username+password: relevant user with access to zuora
- refer to the below screenshot
- Click the 'settings cog' in the top right-hand side of the screen
- In the search box on the left-hand side of the screen search, 'Metadata' and click the search result, "Custom Metadata Types"
- Click the 'Manage Records' link of 'icAssist Config'
- Click edit on 'Gateways'
- Click the edit button
- Find the config section. In the config section you have an array of objects. Each object in the array is different HPM page in Zuora.
- Copy one of the existing objects and replace the following fields:
- "paymentType":"CreditCard", >> NOTE: only possible values are CreditCard and DirectDebit, in this format
- "name":"Test"
- "gatewayType":"Zuora",
- "gatewayName":"The Page Name of the Hosted Page you set up in Zuora", >> this should match the Payment Gateway column name as per table in step A
- "availableRegions":["GB"], the regions and currency you want to set.
"availableCurrencies":["GBP"], - "allowPrefill":false,
- "sfInstanceUrl":"",
- "URL":"https://apisandbox.zuora.com/apps/PublicHostedPageLite.do",
- "PageId":"The Page ID of the Hosted Page you set up in Zuora",
- "namedCredential":"ZuoraRestV2MI"
- The result should look some like this:
- Then click save
- You're done ✨. You can add as many payment gateways as you want, but you'll need to make sure there is only one debit/credit card gateway for an individual country & currency.
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