Setup & Installation

This guide provides a step-by-step process for integrating Cybersource with your Shopify store, including account setup and plugin installation. If you encounter any issues during the setup, please contact our support team for assistance.

Account Setup

Before you start integrating the Cybersource Shopify extension, you will need to create and configure a Cybersource account for your store. Follow the steps to successfully create your account.

• 1. Review Requirements & submit application

  Begin by discussing your specific needs and providing required business information with your Sales Account Manager. Refer to the listing below for more information.

  • Below are the essential business details needed from merchants for the onboarding process. Please ensure you provide accurate information as this will be used for setting up your administrative access and integrating your e-commerce platform.

    Detail	Description
    Business Name	The registered name of your business.
    Business Contact Email	The main contact email address for your business communications.
    Full Business Address	The complete physical address of your business.
    EBC User Access Full Name	The full name of the individual who will have administrative access to the EBC portal.
    Platform (Shopify, BigCommerce, etc)	The e-commerce platform your business uses (e.g., Shopify, BigCommerce).
    EBC User Access Email	The email address that will be used for the EBC admin portal login.

  • The following table outlines additional features you may consider enabling to enhance your payment processing capabilities. Each feature is designed to address specific needs within your transaction environment.

    Feature	Description
    3D Secure	Enhances payment security by adding an additional authentication step for online transactions.
    Decision Manager	Uses hundreds of validation tests for fraud management, providing real-time decisions.
    Fraud Management Essentials (FME)	Simplified fraud management tool tailored for smaller businesses.
    Payment Tokenization	Secures card data by replacing it with tokens during transaction processing.
    Recurring Billing	Facilitates automatic billing cycles for subscription-based services.

  • Review the payment methods possible for including into your Cybersource setup.

    

    AMEX Direct

    Available

    Apply and obtain an active Merchant account through AMEX directly in order to activate this as a payment method during your account activation. Speak to your Sales Account Manager for further details.

    

    Apple Pay

    Available

    Apple Pay is direcly supported within the Cybersource payment platform and can be included as part of your account activation.

    

    Google Pay

    Coming Soon

    Google Pay is not yet available within the Cybersource platform as a payment method option.

  A Cybersource account creation request will then be processed. This process includes account, 3D Security and feature review and setup.

• 2. Activate your account

  Once your account is created, you will received password-protected details from Total Processing. These will be used later during the Shopify Cybersource installation.

  Cybersource will send an 'Account Creation' email to you from donotreply@support.cybersource.com. This will include a merchant level and account level registration link, each with their own Organisation ID.

  

  Go through the registration process for both links sent to you in order to successfully set up your merchant level account and account level account. For further understanding of your accounts, go to Account Structure.

• 3. Generate a SOAP Key

  The SOAP Key is a unique identifier required for secure API communication between your CyberSource account and your Shopify store. This key ensures that transactions are processed safely and efficiently. Perform the actions below to Generate a SOAP key.

  1. Log in to your CyberSource account.
  2. Navigate to Payment Configuration Key Management.
  3. Click GENERATE KEY.
  4. Select SOAP Toolkit as the key type and click 'Generate'.

  Safely store the SOAP Key. This key and data within the password protected file sent to you by Total Processing will be needed during the Shopify Cybersource installation.

Shopify Plugin Installation

To fully install and activate the Shopify Cybersource plugin extension, you will need to start by using the credentials from your new Cybersource account. Ensure you have these credentials ready before beginning the installation process for a seamless setup.

• Before you start

  Before you integrate Cybersource as an extension for Shopify, please make sure you have gathered the following details from the previous steps. This will include:

  • A password protected document from Total Processing sent to you during during your account activation, containing setup details.
  • The SOAP Key generated during account configuration.

  Once obtained, go through the tutorials in the next slides to complete your Shopify integration.

• 1. Add Account Information

  1.1 Log into your Admin Shopify store and go to: Settings / Payment / and click 'See all other providers'. You will now be able to locate Cybersource.

  1.2 You will now need to fill in your account information. This will include your 'Login' which can be obtained from your password protected document.

  1.3 Next, fill in the SOAP Key that you generated during your account configuration.

  

• 2. Select Payment Methods

  2.1 Within the Payment Methods section, you will need to include all payment methods that you have activated within your Cybersource merchant account.

  

• 3. Enable 3D Security

  3.1 Within the 3D Security with Cardinal area, you will need to include all information that is included in your password protected document sent from Total Processing. This will enable you to process secure 3D transactions.

  

• 4. Test a transaction

  4.1 After saving the information, you will need to test a transaction to ensure it is processed both within your Cybersource Portal. Additionally, you will need to confirm that the test transaction has reached settlement status with your acquirer.

  4.2 Once confirmed, please provide all details of the test transaction to the Total Processing support team to validate the data.