Creatio or Web Site Custom Fields
Mandatory
In Creatio, when a transaction is sent to Stripe for processing, the Transaction Object receives the result of the call to Stripe with the results.
In Creatio or Web Site
-
- Credit Card If you want to use payment method and credit card information in your Payments or Opportunities, follow the process below:
-
- For Creatio centric Credit Card, Scheduled and Recurring Payments Processing, we need three Sections created and populated with the following custom fields with the following names.
Credit Card & E-Check (ACH) Payment Details (Real-time & Scheduled)
| Custom Field | Custom Field Type | Picklist Values | Field Name |
| Payment Method | Picklist | Check American Express Diners Club Discover MASTERCARDD VISA Wire Transfer CaribbeanWay |
Payment_Method
|
| Last Date Of Authorized Payment | Date | Last_Authorized_Payment_Date | |
| Manual CREDIT CARD Amount to Charge | Currency (15,2) | Gross_Monthly_Charge | |
| Manual E-Check (ACH) Amount to Process | Currency (15,2) | Total_Balance | |
| Bank Name | Text (50) | Bank_Name | |
| Bank Check Number | Text (16) | Bank_Check_Number | |
| Echeck Type | Picklist | (WEB is default) WEB, ARC, BOC, CCD, PPD, TEL) | Echeck_Type |
| ACH | Checkbox | ACH | |
| Customer Status from MSP | Picklist | Active
Cancelnopay Cancelled |
Client_Status |
| Next Automated Date for CC/ACH Payment | Date | Card_Bills_On_2dt | |
| Automated CREDIT CARD Amount to Charge | Currency (15,2) | Gross_Monthly_Charged | |
| Automated E-Check (ACH) Amount to Process | Currency (15,2) | Total_Balancedt | |
| DO NOT Automatically run CC/ACH | Checkbox | Special_Billing_2 |
Credit Card & E-Check (ACH) Payment Details (Recurring)
| Custom Field | Custom Field Type | Picklist Values | Field Name |
| Check if Recurring Monthly Payment | Checkbox | Check_if _Recurring_Monthly_Payme nt | |
| Recurring Payments Start Month | Date | Recurring_Payments_Start_ Month | |
| Number of Months Recurring | Text (2) | Number_of_Months_Recurrin g | |
| Day of Month to Bill On | Picklist | 01st of month
02nd of month 03rd of month 04th of month 05th of month 06th of month 07th of month 08th of month 09th of month 10th of month 11th of month 12th of month 13th of month 14th of month 15th of month 16th of month 17th of month 18th of month 19th of month 20th of month 21st of month 22nd of month 23rd of month 24th of month 25th of month 26th of month 27th of month 28th of month 29th of month 30th of month 31st of month
|
Day_of_Month_to_Bill_On |
| Recurring Monthly Payment Amount | Currency (15,2) | Recurring_Monthly_Paymen t_Amount | |
| Customer Total Balance | Currency (15,2) | Customer_Total_Balance |
Bank Account & Credit Card Details
| Custom Field | Custom Field Type | Picklist Values | Field Name |
| Name on Bank Account | Text(80) | Customer_Account_Name | |
| Bank Account Type | Picklist | Checking Savings |
Account_Type |
| Bank Account Number | Text(18) | Client_Acct | |
| Bank Routing Information | Text(100) | Routing | |
| Billing Company Street | Text Area (255) | Text Area (255) | Billing_Company_Street |
| Billing City | Text(31) | Billing_City | |
| Billing State | Text(21) | Billing_State | |
| Billing Postal Code | Text(13) | Billing_Postal_Code | |
| Billing Country | Text(31) | Billing_Country | |
| Billing Email | Text(255) | Billing_Email | |
| First Name | Text(30) | First_Name | |
| Last Name | Text(60) | Last_Name | |
| Credit Card Number | Text (Encyp 20) | Credit_Card_Client | |
| Credit Card Number 1 | Text (Encyp 20) | Credit_Card_Client_1 | |
| CC Exp Date (MM/YY) (i.e.01/15) | Text(7) | CC_Exp_Date_00_00 | |
| CVM Value | Text(4) | CVM_Value | |
| Number of Declines | Number (4.0) | Number_of_Declines |
The Transaction Object
You now need to create a Custom Object in Creatio to support the Credit Card Processing workflows. Go to Setup, App Setup, click on Customize – then click on Objects below. The fields required are below:
| Custom Field | Custom Field Type | Picklist Values | Field Name |
| Amount | Currency(10, 0) | Transaction Amount | |
| Approval Status | Picklist | Approved Declined NSF Error Held for Review Canceled |
Transaction Status returned by MSP |
| Stripe Transaction ID | Text(50) | Stripe Transaction ID | |
| Authorization | Text(50) | Authorization Text Detail | |
| Client | Master-Detail (Opportunity) | Field that supports CC process from Account or Opportunity | |
| Date Ran | Date | Date Transaction Ran | |
| Date Received | Date | Date Transaction was Received | |
| Date Sent | Date | Date Transaction was Sent | |
| Declined Comments | Text Area(255) | Detail comments if Transaction Declined | |
| Due Date Override | Checkbox (no, yes) | Override Due Date | |
| Payment Type | Picklist | First Payment Transaction Payment Type Recurring Payment Refund Chargeback ACH Chargeback Credit Card Chargeback Reversal | Transaction Payment Type |
| Transaction Amount | Currency(10,2) | Transaction Amount | |
| Transaction Status | Picklist | Pending Transaction Status Sent Received Processed | Transaction Status |
| Transaction Type | Picklist | ACH Credit CardRefund Chargeback |
Transaction Type |
| Routing Bank | Text(80) | Routing Bank | |
| First Recurring | Picklist | First Payment
Recurring Payment
|
Recurring Payment Information |
Custom Button Creation
You now need to create a Custom Button to invoke the Credit Card process at the Payment or Object level (the one you selected). The examples below are for Payment Process Integration with Stripe.
For Payment – Go to Setup, App Setup, Payments, Buttons and Links, click on Custom Buttons and Links, new, then New
-
- Label – Credit Card Processing
- Display Type – Detail Page Button
- Behavior – Display in new window without sidebar
- Content Source – URL
- Then enter the following Text Area http://67.192.84.146:8080/Creatio2StripeNet/tranCreatioorm?
QUERY_ID =CreatioPayment2StripeQ&applicationname=iwtranCreatioormationserver&CreatioURL=https://www.Creatio/services/Soap/u/20.0&QueryStartTime=2007-01-10 23:32:02.515&tranname=CreatioLogin_CM& GETCONFIG =yes& COMPANY = Your Company Here& TOKEN = Your Token Here &TransactionSourceName={!Opportunity.Id}&TestMode=true note: TestMode=true is testing. TestMode=false if production.
For Opportunity – Go to Setup, App Setup, Opportunity, Buttons and Links, click on Custom Buttons and Links, new, then New
-
- Label – Credit Card Processing
- Display Type – Detail Page Button
- Behavior – Display in new window without sidebar
- Content Source – URL
- Then enter the following Text Area http://67.192.84.146:8080/Creatio2StripeNet/tranCreatioorm?
QUERY_ID =CreatioOpp2StripeQ&applicationname=iwtranCreatioormationserver&CreatioURL=https://www.Creatio/services/Soap/u/20.0&QueryStartTime=2007-01-10 23:32:02.515&tranname=CreatioLogin_CM& GETCONFIG =yes& COMPANY = Your Company Here& TOKEN = Your Token Here &TransactionSourceName={!Opportunity.Id}&TestMode=true
note: TestMode=true is testing. TestMode=false if production.
If you are running QuickBooks and sourcing Credit Card Processing from there, we need custom fields with the following names. Create a new Section and call it QB Credit Card Processing.
Custom Field Custom Field Type Picklist Values Field Description
Preferred Payment Method Picklist (QB defaults) (Cash, Check, American Express, Discover, Payment Method
MasterCard, VisaDebit, CardGift, CardCred)
Credit Card Number Text (25) Credit Card Number
Expiration Month Number (2,0) Payment Expiration Month
Expiration Year Number (4,0) Payment Expiration Year
Name On Card Text (41) Payment Name on Card
Credit Card Address Text (41) Payment Address
Credit Card Postal Code Text (41) CC Postal c
