Secure Trading setup

You will need the following details:

• SecureTrading site login
• SecureTrading password

In your QuickOrder Payment Settings for Secure Trading, enter the following:

• Secure Trading Account Number: your account number - same as your customer login used above
• Merchant Email Address: this is the email address which can be used as the 'from' address for confirmations to customers
• Deferred Settlement Option: this allows you to take payment after a period of time - useful when selling non-stock items, so you can confirm the items are in stock before properly taking the payment.
• Callback Number: if you have multiple sites using this Secure Trading account, each site will need this to be set to a different number. If you only have one site, leave this set to '1'
• Form Set: if you have set up multiple HTML payment forms on your account, choose the appropriate one here - if you don't know anything about that, leave it as 'default'!
• Email Set: if you have set up multiple email sets on your account, choose the appropriate one here - if you don't know anything about that, leave it as 'default'!

• log in to the Secure Trading site using the 'client login' button at the top right
• choose 'File Manager'
• In the 'Download All Merchant Files' box, enter your email address and click 'Email Merchant Files'
• wait for a zip file to arrive in your inbox, and unzip it into a convenient folder such as My Documents
• now you can edit these files and when you have one changed and ready to put back on Secure Trading, upload it using the 'choose file' button

• before completing this, make sure you have downloaded the files using the steps above
• the Callback Number setting is used to tell Secure Trading how to notify your website that a payment has been made
• if not set up correctly, users will not see the confirmation screen, won't receive an email from the site, and the order won't download into Promoserve
• each website you use on this Secure Trading account needs its own Callback Number

First, edit the form.html file using Wordpad, and look for some lines like this:

 <INPUT TYPE=hidden NAME="requiredfields" VALUE="$requiredfields">
 <INPUT TYPE=hidden NAME="merchant" VALUE="$merchant">
 <INPUT TYPE=hidden NAME="amount" VALUE="$amount">
 <INPUT TYPE=hidden NAME="orderref" VALUE="$orderref">
 <INPUT TYPE=hidden NAME="orderinfo" VALUE="$orderinfo">

Make sure that block includes all the following lines:

 <INPUT TYPE=hidden NAME="requiredfields" VALUE="$requiredfields">
 <INPUT TYPE=hidden NAME="merchant" VALUE="$merchant">
 <INPUT TYPE=hidden NAME="amount" VALUE="$amount">
 <INPUT TYPE=hidden NAME="orderref" VALUE="$orderref">
 <INPUT TYPE=hidden NAME="orderinfo" VALUE="$orderinfo">
 <INPUT TYPE=hidden NAME="merchantemail" VALUE="$merchantemail">
 <INPUT TYPE=hidden NAME="currency" VALUE="$currency">
 <INPUT TYPE=hidden NAME="settlementday" VALUE="$settlementday">
 <INPUT TYPE=hidden NAME="customeremail" VALUE="$customeremail">
 <INPUT TYPE=hidden NAME="callbackurl" VALUE="$callbackurl">
 <INPUT TYPE=hidden NAME="failureurl" VALUE="$failureurl">
 <INPUT TYPE=hidden NAME="selsite" VALUE="$selsite">
 <INPUT TYPE=hidden NAME="seltpl" VALUE="$seltpl">
 <INPUT TYPE=hidden NAME="selorder" VALUE="$selorder">
 <INPUT TYPE=hidden NAME="seluser" VALUE="$seluser">

Save that file. Now open the file callback.txt, also in Wordpad. Each Callback Number is in a block of 4 lines, like this:

 method1	POST
 url1	http://www.my-website.co.uk/callback-page.php
 fields1	orderref, formattedamount, timestamp, streference, stauthcode, iduser, amount
 pipe1	yes
 
 method2	POST
 url2	http://www.my-other-website.co.uk/some-other-page.php
 fields2	orderref, formattedamount, timestamp, streference, stauthcode, iduser, amount
 pipe2	yes

We need to add the following lines for your QuickOrder site (where XXX is your chosen Callback Number, and WEBSITE is your QuickOrder website URL):

 methodXXX	POST
 urlXXX	http://WEBSITE/callback.html
 fieldsXXX	seluser, selsite, selorder, seltpl, orderref, inputamount, timestamp, stauthcode, stresult, streference, stconfidence, securitymessage
 pipeXXX	yes

Please use a single press of the 'Tab' key to separate the headings and the data (eg. press TAB between “methodXXX” and “POST”)

Now you need to copy your updated callback.txt file over the callback-f.txt file (note: if you are using a non-QuickOrder system on your Secure Trading account, check with the system's suppliers that this is acceptable).

Finally, you are ready to upload the 3 files you have changed - form.html, callback.txt and callback-f.txt - upload them using the steps above.