Bambora Gateway Setup Guide

Bambora was formerly Beanstream until May 2017. Bambora works with Merchant Accounts (and therefore, Advanced Billing merchants) in these countries:

• Canada
• USA

Bambora works with customers/consumers in these countries:

• All countries
• Product prices in Canadian dollars or US dollars
• Customers purchasing in other currencies will be charged in their local currency at the exchange rate in effect at the time of the transaction

To configure Advanced Billing with a Bambora account, you will need:

MERCHANT ID, USER, PASSWORD, AND PAYMENT PROFILE API PASS CODE

You can locate your Merchant ID in the upper right corner of the Member Login screen after successfully signing in to your Bambora account.

The username and password are configured under:

Administration –> Account Settings –> Order Settings –> Use username/password validation against transaction.

You’ll need to check the checkbox and then create a username and password.

Payment Profile API Pass Code can be found under Configuration > Payment Profile configuration. You will need “Payment Profiles” enabled in your Bambora account in order to use this API key.

Sometimes, it’s a good idea to separate out the administrator from access that Advanced Billing would use. To do that, follow these steps:

• After you’ve logged into Bambora, click on Administration->User Manager
• Click “Add user”, which brings up a dialog. Add the appropriate information, with a username like “chargify”
• Make sure you records (somewhere) the username/password you’re going to use for this user - you’ll need to copy it back into your Advanced Billing settings. When done, click “Add User” from within the dialog.

• Change the permissions for the new user, by clicking the new user in the left list, to the following:

  • Recurring Billing = No Access
  • Payment Form = No Access
  • Web Terminal = No Access
  • Account Settings = No Access
  • Security = No Access
  • Language = English
  • Disabled = No
  • Secure Webspace = No Access
  • Payment Profile = Full Access
  • Company Info = Read Only
  • Credit Card Viewing = Masked Card
  • Reporting = Full Access
  • Administrator = No

When you have this configuration created, click the “Update” button.

REQUIREMENTS

1. Please be sure you have Bambora’s card number storage service/option. We need that to store credit card numbers.

2. You will need to configure your Bambora account to allow duplicate payment profile information. Here’s how:

   • Log in to your Bambora account and navigate to configuration –> payment profiles
   • Uncheck the boxes for “Do not allow profile to be created with card data duplicated from an existing profile.” and “Do not allow profile to be created with billing information duplicated from an existing profile.”
   • Click “Update” to save the changes.

3. Using Bambora with the Advanced Billing API: Bambora requires that every API request must include the customer’s name, address, state/province, zip/postal code, and country.

4. Bambora only allows specific state/province and country codes to be used. Please review pages 64-67 of ‘Process_Transaction_API_Guide.pdf,’ available in the Bambora administration console under Documentation –> Processing –> Process Transaction API Guide.

5. Bambora requires full address information to be submitted for every transaction, including billing phone number. If you are using Bambora, please set Advanced Billing to require the full billing address (name, phone, street address, city, state/province, postal/zip, and country) on the hosted payment pages.

6. When using Bambora, be sure to let Bambora know whether you intend to process transactions using US dollars or Canadian dollars. The currency setting in Advanced Billing must match the currency set up by Bambora. Advanced Billing is unable to detect if a there is a discrepancy in this setting.

7. To use Public Signup Pages with the Bambora gateway, you must enable billing address collection from within the Public Signup Page Settings.

CURRENCIES & MERCHANT LOCATION

For full information on currency and merchant location support, please view our payment gateway overview page.

DATA PORTABILITY POLICY

Please contact Bambora for more details

AMERICAN EXPRESS

Please note: American Express prevents Canadian merchants from accepting USD American Express unless you have an entity located within the United States.

Bambora and Advanced Billing API Configuration

Bambora requires that every API request must include the customer’s name, address, state/province, zip/postal code, and country.

Bambora only allows specific state/province and country codes to be used. Please review pages 64-67 of ‘Process_Transaction_API_Guide.pdf,’ available in the Bambora administration console under Documentation –> Processing –> Process Transaction API Guide.

Bambora Troubleshooting

1. If you get “Transaction Declined. Restricted transaction type.” then here’s what one of our very kind customers said about his experience…

Looks like the “Restricted transaction type” is due to Bambora setup. Here’s a helpful blurb for other Bambora users:

When setting up a Bambora account, you need to change the order settings for **Restrict Internet Transaction Processing Types** to allow both purchase and pre-auth transactions.

This setting can be found under **Administration** --> **Account Settings** -> **Order Settings**--> and by selecting the radiobutton for both types and hitting 'Update'

1. The following very complete list of steps was graciously provided by Advanced Billing customer:

• Get a Bambora account or test account

• Email Bambora support and ask for payment profiles to be enabled (may add extra cost)

• In Bambora go to Configuration->Payment Profile Configuration in the Secure Payment Profile section click on “Generate New Code” for API Access Passcode and then hit “Update” at the bottom.

• In Bambora go to Administration –> Account Settings –> Order Settings and under Transaction Validation options make sure “Restrict Internet Transaction Processing Types” is off - alternately make sure “Purchase or Pre-Authorization only “ is on. Turn use username/password validation against transaction on and enter a username and password.

• In Advanced Billing go to your product and under Settings->Payment Gateway configure Bambora using your merchant id, the username/password from #4 and the Payment Profile API Pass Code from #3.

• You can only use each Bambora test card once for a customer. You must clear the information to use it again under Processing->Payment Profile in Bambora.