# Manual Setup

If the [automatic setup](/online-payments/plugins/shopify-plugin-integration/automatic-setup.md) could not auto-configured your account, you need to manual configure the correct credentials that will associate it to your Verifone account.

## Plugin Settings <a href="#plugin-settings" id="plugin-settings"></a>

1. The configuration page should look like the one displayed below. There are several tabs, grouping various settings you need to perform.

### Account settings

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/1_117.JPG" alt=""></div>

{% hint style="info" %}
&#x20;Each field/option has a tooltip which can be viewed by hovering the "?" icon.
{% endhint %}

The information in the *Verifone account settings* area is mandatory. Once the *User ID*, *API Key* and *Organization ID* fields are completed, click on **Update settings**.

{% hint style="warning" %}
You can enable the test mode by checking the **Enable test mode** box so you can use the Verifone Sandbox environment to test your integration (for this, you will need to have an account set up in the test environment). If the *Enable test mode* box is checked, you will need to use the information from your test account (user ID, API key, organization ID).\
If you wish to change the integration environment, you will need to return to this page by clicking the **Manage** button on the app in your Shopify admin and update all IDs associated with the Verifone Account with the ones corresponding to the selected environment.
{% endhint %}

* **User ID**: The ID of the user that generated the API key in Verifone Central. You can find this information in your [Verifone Central account](broken://spaces/dzivQyj8aHN5Kvmx8apX/pages/xtNZm2bMCANroETthpG2), under *Profile* → *API Keys*.
* **API Key**: The value of the [API Key](/online-payments/api-integration-methods-auth-and-endpoints/api-authentication.md) you created in Verifone Central.
* **Organization ID**: The Organization ID can be found in Verifone Central, under *Administration* → *Organizations*. There might be several organizations available as part of your account hierarchy. When filling in the organization ID here, make sure you pick the ID of the organization connected to your Payment Provider Contract. You can check that by clicking on the organization and searching for the associated payment provider contracts.<br>

  <div data-with-frame="true"><figure><img src="https://verifone.cloud/sites/default/files/inline-images/1_82.JPG" alt=""><figcaption></figcaption></figure></div>

### Display settings <a href="#display-settings" id="display-settings"></a>

The information in the *Display settings* area is optional. This area allows you to configure the look and feel of your payment page.

Choose the order of the payment methods displayed in your checkout using the drag and drop function.

{% hint style="info" %}
The green icons show the active payment methods, while the red icons show the inactive payment methods.
{% endhint %}

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/2_85.JPG" alt=""></div>

* **Theme ID**: Allows you to setup a custom theme for your payment page, by using the [tool](/verifone-central-getting-started/verifone-central/administration-tools/checkout-themes-editor.md) available in your Verifone Central account. Once the customer theme is created, you will be able to pick up the theme ID and fill it in the Shopify *Display settings* section. More on themes can be found [here](/online-payments/checkout/theming.md).<br>

  <div data-with-frame="true"><figure><img src="https://verifone.cloud/sites/default/files/inline-images/2_59.JPG" alt="" width="563"><figcaption></figcaption></figure></div>

### Setting up your payment methods <a href="#payment" id="payment"></a>

You will need to enable and set up at least 1 payment method option. Either select the *Enable card payment* from the **Card payment setting** tab, or an alternative payment method from the **Alternative payment options** tab.

#### Card settings

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/3_64.JPG" alt=""></div>

* Check the **Enable card payment** checkbox. Once the box is ticked you need to provide information about your Payment provider contract ID. You can find this info in your Verifone Central account, under *Administration* → *Payment Provider Contracts*. Make sure you collect the ID belonging to the Payment Provider Contract that enables card payments.
* If you check the **Card 3DS** checkbox, you need to provide information about your 3DS Contract ID. The 3DS Contract ID can be found in your Verifone Central account, under *Administration* → *3-D Secure Provider Contracts*.<br>

  <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>As per PSD2 regulation, if both yourself (the merchant) and your customers are located in the European Economic Area (EEA) or UK, online payments need to be 3D Secure authenticated</strong>. For any additional information needed on this topic, reach out to your acquirer.</p></div>
* If you check the **Fraud Protection** box, you need to enter your Fraud Contract ID information. To get your Fraud Contract ID information, log in to Verifone Central, go to the *Administration* tab and click on *Added value services* > *Fraud protect*.
* If you check the [**Installments**](/online-payments/checkout/instalments/instalments-in-israel.md) **(Israel)** box, make sure you are using Verifone as a gateway services provider in conjunction with an acquiring contract from ABS.
* If you check the **Gift Cards** checkbox, you need to provide information about your Gift card contract ID. You can find this info in your Verifone Central account, under *Administration* → *Payment Provider Contracts*. Make sure you collect the ID belonging to that payment provider contract that enables gift card payments.
* If you check the **Enable PLCC** box, you need to provide information about your Private Label Credit Card contract ID. You can find this info in your Verifone Central account, under *Administration* → *Payment Provider Contracts*. Make sure you collect the ID belonging to that payment provider contract that enables PLCC payments.

#### Alternative payments

Based on your agreement with Verifone, there might be alternative payment methods that you would like to provide to your shoppers as options available on the payment page.

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/4_43.JPG" alt=""></div>

* **Vipps/Mobile Pay**
  * **SCA (Strong Customer Authentication)**: Given that wallet payment providers already have Delegated Authentication rights to perform Strong Customer Authentication, we recommend setting this to “wallet”.
  * **Vipps/MobilePay Payment Provider Contract ID**: The ID can be found in Verifone Central, under *Administration* → *Payment Provider Contracts*, after selecting the contract available to process card payments through the desired wallet-type APM.
* **Swish**
  * no additional fields should be configured.
* **Klarna**
  * no additional fields should be configured.
* **GPP2**
  * **GPP2 payment provider contract ID**: The ID can be found in Verifone Central, under *Administration* → *Payment Provider Contracts*, after selecting the contract available for GPP2 as a service provider.

### Advanced settings <a href="#advanced" id="advanced"></a>

The *advanced settings* allow the more advanced options to be tuned.

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/5_33.JPG" alt=""></div>

* Select a **Transaction type**:
  * **Pre-auth** - Preauthorization acts as a reservation on your cardholder’s account. Once you are able to ship the products and decide to withdraw the amount, you can then capture the payment (either via your Verifone Central account or by using *Shopify* → *Orders* → *Capture*). Preauthorization allows you more time to capture the payment (it is usually 30 days, but this needs to be checked with acquirer, as it might vary depending on card schemes/ merchant category code). Also make sure Verifone supports this [transaction type](/online-payments/supported-acquirers.md) for the acquiring solution you are using.
  * **Auth** - Authorization also acts as a reservation on your cardholder’s account – that you can capture later on, once you ship the products to your customers. The difference between authorization and preauthorization is that you only have up to 7 days allowed by the time you decide to capture the amount. Here as well, check that Verifone supports this transaction type for the acquiring solution you are using.
  * **Sale** - The sale transaction implies authorization and capture are done in one single step.

2. Once all needed options are selected, click on **Update settings**, and then select **Back to Shopify**.
3. Select the credit card brands allowed on your Verifone account and click the **Activate Verifone Checkout** button.<br>

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Test mode box</strong>: If you have enabled test mode in the previous <a href="#account-settings">Verifone account settings</a> step, make sure to also enable it on this page so that both your Verifone settings as well as Shopify Store are running in test mode.</p></div>

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The selected card brands will be displayed to your customers as available in Verifone Checkout but selecting a specific card brand will not make that brand available in the checkout. The brand available in the checkout are the ones setup on your Payment provider contract (PPC).</p></div>

<div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/Capture_22.PNG" alt=""></div>

## Shopify Settings <a href="#shopify-settings" id="shopify-settings"></a>

1. The Verifone Checkout provider will be displayed in the *Supported Payment Methods* box.

   <div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/Capture_24.PNG" alt=""></div>
2. In the *Payments* box, select **Manage** and then choose one of the following options:

   * ***Automatically** capture payment for orders* – if the **Sale** transaction type was selected when [setting up your payment method](#payment), at configuration.
   * ***Manually** capture payment for orders* - if the **Preauth** / **Auth** transaction type was selected when [setting up your payment method](#payment), at configuration.

   <div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/Capture3.PNG" alt=""></div>
3. Click on **Checkout** in the navigation menu, change the customer contact method to accept **only** *Email* and select **Require first and last name** for the *Full name* option. Click on **Save** to apply your options.

   <div data-with-frame="true"><img src="https://verifone.cloud/sites/default/files/inline-images/1_197.JPG" alt=""></div>


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