Connect to Bambora by Worldline

We require your Bambora Merchant ID, Bambora Payments API passcode and, Bambora Profiles API passcode in order for us to be able to process your customers' payments.

Open two tabs on your computer, one for Benji Pays and one for Bambora as you will need access to both to complete your connection to Bambora.

Step 1:   To get your Merchant ID and passcodes, go to www.bambora.com, click "Login" in the top right corner. 

Step 2: Log into Benji Pays.

Step 3:

• Click this link to open your Benji Pays Payment Gateway Settings in a new window.

• Click "Add New Gateway".

• Select either Bambora - $CAD or Bambora - $USD on the window that opens. You will now see all the required fields for your Gateway configuration.

• Enter a description for this Gateway, such as "Bambora Canadian" or "Bambora USD".

• Select the accounts receivable account for this Gateway and currency will be posted to in your accounting system. If you do not see an accounts receivable account in the drop down, you may need to create an invoice in your accounting system and refresh this page once that is done.

Important ** Benji Pays cannot process US dollar transactions on a Canadian Bambora account or vice versa, Please ensure you are entering account information for a Bambora account that supports the currency you have selected or your customers will be charged in the wrong currency.

Step 4: In your other browser window with the Bambora site open, on the top right of the screen you will see your Merchant ID, copy this value. Go back to the Benji Pays browser window and paste the Merchant Id number into the Bambora Merchant Id field. 

Step 5: (For credit card payments): Go back in the Bambora browser window, on the menu on the left of the window, click "Administration", then " Account Settings" and then "Order Settings". Scroll down until you find the "API access passcode" field and click the "Generate New Code" button below the text box. Copy the code that was generated. Scroll down to the bottom of the page and click the "Update" button. 

Step 6: Go back to the Benji Pays browser window and paste the code from Step 5 into the "Bambora Payment Gateway API access passcode" box.

Step 7: Back in the Bambora browser window, on the menu on the left of the window, click "Configuration" and then "Payment Profile Configuration". Find the "API Access Passcode" field and click "Generate New Passcode". Copy the generated passcode. Scroll to the bottom of the page and click the "Update" button.

IMPORTANT If you do not see the Payment Profile Configuration Option then payment profiles are not set up for your Bambora account. This is an easy fix, please contact us so that we can help you with this.

Step 8: Go back to the Benji Pays browser window and paste the copied passcode from Step 7 in the "Bambora Payment Profile API access passcode" text box.

Step 9: Toggle "Credit Card Payment" to Credit Card Enabled and "Select a Clearing or Bank Account for (currency) Dollar Credit Card Payments"

Step 10: Please use the following settings in your Bambora setup:

In Bambora, go to "Configuration >> Payment Profile Configuration"

• Uncheck "Require unique order numbers".
• Uncheck "Do not allow profile to be created with billing information duplicated from an existing profile".
• Uncheck "Do not allow profile to be created with card data duplicated from an existing profile".
• Change the "Maximum number of cards shown" to 5.

    Click on the "Update" button when completed.

*Only follow the EFT/ACH payment instructions if you are accepting ACH/EFT*

Step 11: (For ACH/EFT payments): Toggle "EFT Payment" to EFT enabled and "Select an EFT Deposit Bank Account for (currency) Dollar EFT/ACH Payments".

Step 12: Fill in "EFT maximum Batch Upload Amount" and "EFT Maximum Batch Line Amount". You will obtain both of these amounts from your Bambora go live email or by calling them. 

*Please note: Setting this to an amount higher than the maximum allowed by Bambora will result in transactions failing*

Step 13: Go back in the Bambora browser window, on the menu on the left of the window, click "Administration", then "Account Settings" and then "Order Settings". Scroll down until you find the "Bambora Reporting-API access passcode" field and click the "Generate New Code" button below the text box.   

Step 14: Scroll down until you find the "Bambora Batch File Upload API access passcode" field and click the "Generate New Code" button below the text box. 

**Very Important**- Scroll down to the bottom of the page and click the "Update" button.

Step 15: Copy the "Bambora Reporting API access passcode" and go to the Benji Pays browser window and paste the copied passcode from Step 13 in the "Bambora Reporting API access passcode" text box.

Step 16: Copy the "Batch File Upload- API access passcode" and go to the Benji Pays browser window and paste the copied passcode from Step 14 in the "Batch File Upload- API access passcode" text box. 

Step 17: Toggle surcharging to "Surcharging Enabled" if you would like to enable surcharging for Credit Card transactions. Next choose "Credit Surcharge Percent". Then choose an income account in the "Surcharge Income Account" drop down. 

Please ensure you check the "I acknowledge and agree to the above" box.

Step 18: Choose the "Payment Methods to use when applying payments". The selections in the drop down menu come from your accounting program.

(Optional): Enter a Portal message for your customers to see right above the payment information entry field on your portal's payment and payment info request page.

Next ensure that you have toggled the gateway to "Enabled" as you will not be able to process payments using this gateway until it is enabled.

Finally, click the "Save Gateway" button to save your Gateway information. Your gateway is now configured. 

Before enabling your Auto Processing in your Company Settings, Add a customer Profile in Benji Pays and then go to the Manual Processing page and process an invoice payment for the profile you created in order to test that your Gateway is setup correctly.

Step 19 (Optional): You can stop Bambora from sending email receipts as Benji Pays will be sending out branded receipts for you. To turn off email receipts in Bambora go to "Administration" >> Account Settings >> Email receipts. Find the line where it says "Send Message" and set this option to No. Optionally turn on or off the setting at the bottom to have Bambora send Declined Transaction Emails. Save this page.