Chargify Setup

Learn how to connect Chargify and BlueSnap for global payment processing.

Chargify provides the tools you need to manage your recurring billing model, everything from billing and invoicing to analytics and insights. By connecting to BlueSnap, you'll have the added capability of global payment processing.

Supported features

3-D Secure
Account Updater
Auth/Capture and Separate Auth and Capture
Fraud Prevention
   Built-in Fraud Prevention and Risk Management
   Enhanced fraud using Device Data Collector
Hosted Payment Fields
Merchant-Managed Subscriptions
Multiple Currencies and Multiple Languages
Partner Sandbox Testing
Payment Analytics and Reporting
Payment Methods: ACH/ECP and Credit/Debit Cards
Payment Optimization
Vaulted Shoppers

Requirements

Chargify and BlueSnap accounts

You must have accounts at both Chargify and BlueSnap to proceed.
 If you need an Chargify account, go to the Chargify website to sign up.
 If you need a BlueSnap account, go to the BlueSnap website to get started.

Supported currencies

BlueSnap supports the currencies listed here. We recommend configuring your Chargify account to only accept currencies supported by BlueSnap.

Supported countries

BlueSnap supports the countries listed here. If a shopper is located in one of these supported countries, they will be able to purchase with the BlueSnap payment module.

PCI compliance

A PCI compliance level of SAQ-A is required.

Step 1: Configure your BlueSnap account settings

Complete these steps in your BlueSnap Console for production or sandbox.

  1. Get your BlueSnap API credentials and define the authorized IP addresses for your server. Both of these actions are performed on the same page; for instructions click here. Take note of your BlueSnap API credentials.

  2. Set up your statement descriptor. The statement descriptor is the description that appears on the shopper's credit card statement or bank statement for each transaction and helps the shopper identify the transaction.

  • Go to Settings > General Settings.
  • In the Branding Settings section, enter a Default Statement (Soft) Descriptor and Support Phone Number (both appear on the shopper's statement).
  • Click Submit.
  1. To get paid, you need to configure your payout settings. Refer to Payout for more information.

Step 2: Configure your Chargify account settings

In this step, you'll configure BlueSnap as the payment gateway in your Chargify account. The setup instructions will vary slightly if you have Chargify's Multi-Gateway feature enabled for your account.

See:

Traditional setup steps

Follow these steps to configure BlueSnap as your payment gateway.

  1. Go to Settings > Payment Gateways.

  2. In the BlueSnap section, click Use this Gateway.

  3. In the setup screen, enter your BlueSnap API username and API password from step 1, and click Use this gateway and save credentials.

BlueSnap is now set as your payment gateway and future payments will be processed through our secure platform.

Setup steps using the Multi-Gateway feature

If you have the Multi-Gateway feature enabled for your Chargify account, follow these steps.
Note: If you'd like to have this feature enabled, contact Chargify Support.

  1. Go to Settings > Payment Gateways.

  2. Select BlueSnap from the list and click Continue.

  3. Next to BlueSnap, click Connect.

  4. Configure the following settings:

  • API Username - Enter your BlueSnap API username from step 1.
  • API Password - Enter your BlueSnap API password from step 1.
  • Gateway Handle - Enter a unique name to identify this payment gateway account. For example: BlueSnap (Sandbox).
  • Accepted Payment Types - Select the payment methods you would like to accept with BlueSnap.
  1. Click Save and click Continue.

  2. Set up payment routing. We recommend setting each payment method to default to BlueSnap.

  3. Click Finish.

BlueSnap is now set as your payment gateway and future payments will be processed through our secure platform.

Best Practices & Tips

Considering shopper impact of currency conversions

While transactions are placed in your store’s base currency, you might have your store configured to display product prices in multiple currencies. To account for any differences between the currency conversion rates used to display prices on your website and the rates used by the shopper’s issuing bank, we recommend including a note on your checkout page that informs shoppers of potential price variations. For example: “The price listed is approximate and may vary slightly”.

Reporting

Use BlueSnap's reporting capabilities to gain a comprehensive understanding of your business through the detailed transaction and payout reports, through payment conversions reports, and much more. Reports can be viewed right in your BlueSnap Console or pulled via the Reporting API to be parsed or pushed to your third-party reporting tools.

Updated 2 months ago

Chargify Setup


Learn how to connect Chargify and BlueSnap for global payment processing.

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