Authorize.Net How To's

How to Get an Authorize.Net Account  (NOTE: OneSource will NOT be supporting the Authorize.net integration after 12/31/2017. Please contact OneSource about new, PCI compliant, integration with Century Biz Solutions)

OneSource utilizes the Authorize.net gateway to authorize and capture credit cards in OneSource.  The Authorize.net gateway is used by a large percentage of Merchant Account providers.  If you already have a Merchant Account to process credit cards, you may already have access to the Authorize.net gateway.  You may want to contact your provider to check.  You will need to get the Authorize.net username, password, and transaction key from them to enter into OneSource.

 If you do NOT have a merchant account or would like to find a new Merchant Account, we highly recommend:

Century Bankcard Services
20 Pacifica, Suite 1450
Irvine, CA  92618 

Contact: Calvin Lim
clim@centurybizsolutions.com
(888) 500-7798

Century Bankcard Services offers great, personalized service and specialize in offering better rates for companies that process transactions when the credit card is not present to be swiped.

How to Use Authorize.Net in Test Mode

• Create a special dummy credit card:
• Create a 'test' customer in OneSource.
• Click on the Pricing Defaults tab, then on the Credit Card Info button.
• Click on the  button and enter dummy credit card information, making sure select VISA as the type, 07 2012 as the Exp. Date and 4007000000027 as Card Number.  
• (Note: The Exp. Date can be any valid month and date of your choice).
• Change the Credit Card Gateway Settings to the special test settings:
• Open the Company Setup & Preferences to the Banking/Financial
• Assuming you have already entered your own Authorize.net account info, just leave all settings the same, but place a check in the Test Mode checkbox.

How to Setup Authorize.Net

Note:  It is recommended that this topic be performed by an individual with significant knowledge of PC file management.

•  Step 1: The Microsoft .Net Framework 1.1 or greater must be installed on PC (or Server Terminal Session) first.    (Note: If your Windows Operating System is up to date this is most likely already installed.  You can check by browsing to C:\Windows\Microsoft.Net\Framework\  directory.  Note: If you see a folder with v1.1.x, (or v2.0.x, or v3.0 or v3.5, v4.0.xx  where x is equal to more numbers in the version) then you DO have the .Net Framework that you need).
• Step 2: Register AuthorizeNetTransactions.dll
• 2.1 Make a new folder located here: C:\OneSourceAuth.net
• 2.2 Download the AuthorizeNetTransactions.zip file and unzip into the C:\OneSourceAuth.net folder
• 2.3 Move a copy of the gacutil.exe into the C:\Windows\System32 folder.  (Note: If it prompts to overwrite an existing file cancel the copy.  We will just use the version pre-installed).
• 2.4 Register the AuthorizeNetTransactions.dll using the regasm.exe
• First, find the regasm.exe file (which is usually found in one or more of the Sub Folders in the c:\Windows\Microsoft.NET\Framework\  folder).
• Open up the DOS Prompt . (Start button, Run option, type cmd and press enter)
• NOTE: If this install is on Windows Visa, Windows 7, or any Windows Server 2008 or greater, open the DOS prompt in 'Run As Administrator' mode, by right clicking on the Command Prompt icon and selecting 'Run as administrator'.
• Using the DOS prompt, change directories to the directory where the regasm.exe is located.
• From the DOS prompt Type:  regasm “C:\OneSourceAuth.Net\AuthorizeNetTransactions.dll” /tlb:”C:\OneSourceAuth.net\AuthorizeNetTransactions.tlb” (Note: there is a single SPACE before the /tlb: in the path above)  NOTE: 'Types registered successfully' should appear after you press the Enter key.
• From the DOS prompt Type: gacutil /i “C:\OneSourceAuth.net\AuthorizeNetTransactions.dll” (or whatever the actual path is that the file resides in) NOTE: there is no space between gacutil and /i. However there is a space between /i and "C:\...."     Note: If this doesn’t work double check to make sure that the gacutil.exe is in the framework folder.  NOTE: 'Assembly successfully added to the cache' should appear after you press the Enter key).
• NOTE: If your OneSource environment is on a Windows Server (in Terminal Server mode) repeat step 2.4 above. Otherwise, repeat Steps 1-2 for each PC that will be performing Authorize.net Credit Card Authorizations.
• Step 3: Make 1 time changes in OneSource to Credit Card settings:
• Open up OneSource.  Click on the Tools > Company Setup & Preferences > Banking/Financial Tab and complete the Credit Card Gateway Settings:
• Gateway field: Authorize.Net (which is used for identification purposes). 
• User Name: Enter the username provided by Authorize.Net
• Transaction Key: Enter the transaction key provide by Authorize.net
• Test Mode: Check this if you want to do test transaction with Authorize.net that will not be processed.
• Default Trans Type:  Auth_Capture: Select this option if you want to automatically authorize the transaction and capture it as well.  (If you select this option, the funds will be reserved on the card immediately.  The transaction will be automatically marked to process in the end of the day batch processing.)   Auth_Only: Select this option if you only want to authorize the transaction.
• Step 4: Set User security for each user that will have the rights to add and enter customer credit card information:
• Click on the Tools menus and select User Security.
• Click on the Specific Security Restrictions tab.
• Check the Allow Add/Edit of Customer Credit Card Info checkbox.
• Step 5: Enter payment type into Credit Card type table (tblCreditCardType).
• Click on the Tools menu and select Company Setup & Preferences.
• Click on the Drop Down Lists tab.
• Click on the View/Edit All Drop Down Lists button.
• Select tblCreditCardType  from the drop down list.
• Click on the Display Table button. 
• In the Payment Type field enter the Payment Type (from the Terms of Payment list) that corresponds with each type of credit card (American Express, Discover, Master Card, Visa) **DO NOT CHANGE THE CARD TYPE!  THE TYPES ENTERED ARE FORMATTED SO THEY CAN BE RECOGNIZED BY AUTHORIZE.

Last Updated: 4/18/2011