Overview

In this section, we go over everything you need to know to link your Moneris Checkout (MCO) profile to your Salesforce B2C Commerce Cloud solution to enable Moneris payments. 

Configuration Steps

Configuration Steps

The overview setup steps below describe what you need to do to link your Moneris Checkout (MCO) profile to your Salesforce B2C Commerce Cloud solution to enable Moneris payments.

1. Contact us so that we can establish your Moneris Gateway merchant account (visit https://go.moneris.com/offer).
   

   NOTE: We will assign you with a Moneris merchant ID (13 digits) and a Moneris store ID, to which you will be instructed to refer in the next few steps.

    
2. Contact Salesforce so that they can set up your B2B Cloud Commerce account (visit https://www.salesforce.com/products/commerce-cloud/ecommerce/).
   

   NOTE: Salesforce will assist you with your Business Manager and Store Front Reference Architecture (SFRA) setup and assign you a Commerce Cloud Site ID. You will be instructed to refer to this ID in the next few steps. For more about Business Manager and SFRA, visit https://trailhead.salesforce.com/content/learn/modules/cc-digital-for-developers/cc-businessmanager. 

    
3. Install the Moneris LINK cartridge (visit https://github.com/mondg/SFCC#cartridge, and follow the installation instructions).
   

   NOTE: This cartridge facilitates a Moneris Gateway integration with Salesforce Commerce Cloud (SFCC) enabling an SFCC storefront to utilize our Moneris payment processing services. The cartridge supports SFRA version 6.1.0 or higher.

    
4. Activate your Moneris Merchant Resource Center store (see Activating your Moneris Merchant Resource Center store).
5. Log into your Merchant Resource Center store (see Logging into your Moneris Merchant Resource Center store).
6. Obtain your Moneris API token and Moneris Checkout ID (see Obtaining your Moneris API token and Moneris Checkout ID).
7. Log into the Salesforce B2C Commerce Cloud Business Manager, and configure the Site Preferences values pertaining to Moneris (see Configuring Site Preferences with your Moneris identifiers).

Activating your Moneris Merchant Resource Center store

Activating your Moneris Merchant Resource Center store

When you are ready, follow the steps below to activate your Moneris Merchant Resource Center (Gateway) store and create the login credentials that you will use to access the store. 

1. Visit moneris.com/activate to start on the Moneris Merchant Resource Center store activation page (shown below).
   
2. Enter your Moneris Gateway credentials (refer to the Your Moneris Order is Ready email for these credentials). 
   1. In the Moneris Merchant ID field, enter your 13-digit Moneris merchant ID.
   2. In the Moneris Store ID field, enter your Moneris store ID.
   3. Click on the Next button.
3. Enter your name information, and create your login password: 
   1. In the First Name field, enter your first name.
   2. In the Last Name field, enter your surname.
   3. In the Username field, enter the username that you want to use for your login session.
   4. In the Password field, enter your login password. 
      

      NOTE: Password fields are case sensitive. The password must include 7-16 characters; start with a letter; and contain a number. You must change your password periodically. If your password expires, you will be prompted to create a new password.

       
   5. In the Confirm Password field, re-enter your login password.
   6. Click on the Next button. 
4. Set up your security questions and email: 
   1. From each of the three Question/Answer # drop-down lists, select a question, and enter an answer in the corresponding field.
      

      NOTE: Periodically you will be prompted to answer one of the questions when logging in.

       
   2. In the Email Address field, enter a valid email address.
      

      NOTE: If you ever need to have your password reset, a temporary password will be sent to this address.

       
   3. Click on the Complete Activation button. 
5. When the Congratulations! response displays, it means your Merchant Resource Center store is activated. Proceed to the next configuration step (see Configuration steps).

Logging into your Moneris Merchant Resource Center store

Logging into your Moneris Merchant Resource Center store

When you are ready, follow the steps below to log into your Moneris Merchant Resource Center (Gateway) store.

1. Visit https://www3.moneris.com/mpg to start on the Merchant Resource Center login page (shown below).
   
2. Enter your Merchant Resource Center (Gateway) credentials in the Logon fields:
   

   NOTE: You established these credentials when you activated your store (see Activating your Moneris Merchant Resource Center store). 

    
   1. In the Username field, enter your username. 
   2. In the Store ID field, enter your store ID.
   3. In the Password field, enter your password.
   4. Click on the Submit button. 
3. When the homepage displays (shown below), proceed to the next configuration step (see Configuration steps).
   

Obtaining your Moneris API token and Moneris Checkout ID

Obtaining your Moneris API token and Moneris Checkout ID

Follow the steps below to obtain your Moneris API token and Moneris Checkout ID. 

1. Log into your Moneris Merchant Resource Center store (see Logging into your Moneris Merchant Resource Center store).
2. Obtain your Moneris API token by doing the following: 
   1. In the menu bar, click on Admin > Store Settings (shown below).
      
   2. When the Store Settings page displays (shown below), locate your token in the API Token area. 

3. Obtain your Moneris Checkout ID by doing the following:
   1. In the menu bar, click on Admin > Moneris Checkout Config (shown below).
      
   2. When the Moneris Checkout Configuration page displays (shown below), locate your Moneris Checkout ID under the CHECKOUT_ID header. 
      
4. When you are finished, proceed to the next configuration step (see Configuration steps).
   

   NOTE: If you want to end your Merchant Resource Center login session, go to the menu bar, and click on Firstname Lastname > Logout.

    

Configuring Site Preferences with your Moneris identifiers

Configuring Site Preferences with your Moneris identifiers

Follow the steps below configure Site Preferences with your Moneris store ID, Moneris API token, and Moneris Checkout ID.

1. Log into the Salesforce B2C Commerce Cloud Business Manager.
   

   NOTE: You will need to use the Commerce Cloud Site ID that Salesforce assigned to you.

    
2. Go to Business Manager > Site Development > System Object Types > Site Preferences.
3. Replace the values monerisStoreId, monerisApiToken (see the Note below) and monerisCheckoutId with your actual Moneris store ID, Moneris API token3, and Moneris Checkout ID, which you obtained in the earlier configuration steps. When you complete the configuration, your Moneris Checkout plugin will be fully functional and allow you to accept payments through your ecommerce site. 
   

   NOTE: If you believe that your API token has been compromised, you can regenerate the token (see Need to regenerate your Moneris API token?). 

    

Need to regenerate your Moneris API token?

Need to regenerate your Moneris API token?

If you have already configured your Salesforce B2C Commerce Cloud integration with Moneris Gateway (see Configuration steps) but now believe that your Moneris API token has been compromised, you can regenerate the token by following the steps below. 

1. Log into your Moneris Merchant Resource Center store (see Logging into your Moneris Merchant Resource Center store).
2. In the menu bar, click on Admin > Store Settings (shown below).
   
3. When the Store Settings page displays (shown below), go to the API Token area, and click on the Re-generate API Token button.

4. When the new Moneris API token is generated, you must update the monerisApiToken value in your Site Preferences configuration (see Configuring Site Preferences with your Moneris identifiers).