Setting up Sagepay with your Magento Website

Posted Tuesday 13th Nov 2012 by Claire Jennings No Comments

Thanks to Ebizmarts, they created an awesome plugin to integrate Sage Pay into Magento. To make this a simple process for those of you setting this up for the first time, i thought i would be nice, and put together a step by step guide on how to set up Sagepay successfully (inclusive of steps needed to complete with the Sagepay account as well.)

Before Starting

Before beginning your Sage Pay Suite Install and testing, you need to ensure you have the following details to hand:

  • Encryption Password
  • Vendorname
  • Username
  • Password (TEST account, then later LIVE account)

Overview

When setting up Sage Pay with Magento, there are a number of steps you will need to take to ensure it is tested fully:

  • Step 1: Install Sage Pay Suite plugin in Magento
  • Step 2: Configure plugin + change to TEST mode
  • Step 3: Login to the TEST Sage Pay Server + add your website IP
  • Step 4: Complete a transaction using the Sage Pay TEST Account
  • Step 5: Refund a Transaction with the test account via Sage Pay
  • Step 6: Login to the LIVE server + add your website IP
  • Step 7: Change to LIVE in Magento
  • Step 8: Make a test payment

Step 1 – Install Sagepay

You can download and install the Sage Pay approved plugin by Ebizmarts “Sage Pay Suite CE” below:

http://www.magentocommerce.com/magento-connect/ebizmarts-sage-pay-suite-ce-sage-pay-approved.html

Step 2 – Configure your Plugin

a) Go to System > Config > under ‘Sales’ > Click ‘Sage Pay’

Enter the relevant details on the following tabs and ensure you have selected ‘TEST MODE’

  • Sage Pay Suite [Global]
  • Sage Pay Suite [Reporting and Admin API Integration]

b) You then need to decide the best payment method for you:

  • Form – Customers are directed to the Sage Pay servers to make their card payment.
  • Direct - You will be taking card payments on your website (therefore you would need to ensure that your website is fully secure by purchasing an SSL certificate.

Step 3 – Login to the Sagepay TEST Server

You would need to login to: https://test.sagepay.com/mysagepay/loginpage.msp

  • Vendorname
  • Username
  • Password (TEST account)

Add your websites IP address in the “Settings > Valid IP’s” list. See Diagram below. (You may need to retrieve this from your host).

(If you have not got access to this area, you will need to contact the account holder and ensure they create a user login with the correct privileges. They would have received an email from support@sagepay.com with their Vendorname, Username, Merchant number and also a link to set up a password for the test Sage Pay account.)

You will need the following access on the Sage Pay TEST server:

Account Privileges:

  • View Transactions
  • VOID Transactions
  • REFUND Transactions

My Sage pay Access:

  • Search
  • Transactions
  • Settings (Admin Settings)

Step 4 – Complete a transaction

Complete a test transaction using the Sage Pay TEST card details. Just go through your checkout as normal and instead of paying with a real card, please use the below details:

Visa - 4929000000006

Visa Debit / Delta - 4462000000000003

Visa Electron - 4917300000000008

Solo - 6334900000000005, Issue 1

UK Maestro / International Maestro - 5641820000000005, Issue 01

MasterCard - 5404000000000001

American Express - 374200000000004

If you have added your IP address correctly (you may need to check the correct one with your hosts) and you have configured the plugin with the right details you should get a successful payment come through to your Magento store, and via your Sagepay control panel…

Step 5 – Refund a transaction

When you have a successful transaction appear in your Sage Pay account, simply click on the ‘Transactions’ tab, select the transaction you require refunding, and select ‘Refund’.

Once refunded successfully, you can contact Sage Pay to transfer it to LIVE (sometimes this is done automatically, but is usually quicker to call).

Step 6 – Login to the LIVE server

You will then need to obtain the Live Server details from the account holder will login to the following URL:

You would need to login to: https://live.sagepay.com/mysagepay/loginpage.msp

  • Vendorname
  • Username
  • Password (LIVE account – obtain from account holder)

Here you need to add your websites IP address in the “Settings > Valid IP’s” list.

You will need the same access as before for the Sage Pay LIVE server:

Account Privileges:

  • View Transactions
  • VOID Transactions
  • REFUND Transactions

My Sage pay Access:

  • Search
  • Transactions
  • Settings (Admin Settings)

Step 7 – Change to Live in Magento

Go to System > Config > under ‘Sales’ > Click ‘Sage Pay’

Change over to the live details where require in the following areas:

  • Sage Pay Suite [Global]
  • Sage Pay Suite [Reporting and Admin API Integration]
  • In Direct Integration OR Form Integration (Whichever you have set up)

Step 8 – Make a test Payment

If you have any questions about the integration, please post in the comments box below!

By Claire Jennings

Claire loves to design pretty website's all day long, she especially likes creating Magento and Wordpress based websites, and finding out new nifty tricks along the way. In her spare time likes to make Truffles, Think up new ideas whilst brushing her teeth, and change her hair colour. (On that note what colour shall i do next?)

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