Configuring and Manage SaferPay–Worldline Integration

Overview

Admins can configure and manage the SaferPay–Worldline payment integration to securely process transactions for event-related activities. This includes creating new integrations, updating authentication fields, assigning teams, and managing activation states. The SaferPay settings can be edited at any time to ensure the payment flow remains accurate and aligned with your environment setup.

Step-by-Step Approach

1. Create a New SaferPay Integration

• Navigate to the General Dashboard, go to the Integrations module.
• Click + Integration.
• Select SaferPay as Integration type.
• Select SaferPay – WorldLine as sub type.
• Enter a Name for the integration.
• Click Save to add the new integration.

2. Enter or Edit Integration Credentials

After creating the integration, fill in the required SaferPay credentials:

• Customer ID
  Enter or update the Customer ID provided by SaferPay.
• Terminal ID
  Enter or edit the Terminal ID associated with your SaferPay account.
• Username
  Add or update the username used for API authentication.
• Password
  Enter or modify the corresponding API password.
• Environment / Development Account
  Select the correct environment (e.g., Live, Test, or Development) to match your SaferPay configuration.

Click Save after updating these fields.

3. Activate or Deactivate the SaferPay Integration

• After saving the configuration, you can toggle the Activation switch to enable or disable the integration.
• When activated, the integration becomes available for use in event payment flows.
• When deactivated, it will no longer process transactions until re-enabled.

4. Remove the SaferPay Integration

• Open the SaferPay integration you want to delete.
• Click Remove Integration.
• Confirm the action in the pop-up dialog.

Once removed, the integration is no longer available for any event transactions.

5. Manage Team Access

Access the Teams Listing

• In the SaferPay integration settings, navigate to the Teams section.
• This displays the list of teams currently linked to this integration.

Select Teams from the Pop-Up

• Click Add Teams.
• A Select Teams pop-up appears.
• Choose one or more teams to assign to the integration.
• Click Confirm to add them to the listing.

Remove Teams from the Listing

• In the Teams list, locate the team you want to remove.
• Click Remove.
• Confirm the removal.

The selected team will no longer have access to this integration.