Authorize.net

Authorize.net is a United States-based online payment solution provider, allowing businesses to accept credit cards and ACH payments.

Configuration on the Authorize.net portal

  1. Create an Authorize.net account if necessary and log in to the Authorize.net merchant portal.

  2. On the merchant portal homepage, go to Account ‣ Account and API Settings.

  3. Click API Credentials and Keys.

  4. Copy the API Login ID and save it for the Odoo configuration step.

  5. Click Generate new transaction key, then Generate new signature key and save the keys for the Odoo configuration step.

ACH payments (USA only)

ACH is an electronic funds transfer system used between bank accounts in the United States. To enable this payment method for your Authorize.net account, apply for the eCheck service on Authorize.net.

See also

ACH - electronic transfers

Odoo configuration

  1. Navigate to the payment provider Authorize.net.

  2. Set the State field to Enabled (or Test Mode if you want to test the integration without affecting live transactions).

  3. Fill in the API Login ID, API Transaction Key, and API Signature Key fields with the values saved at the step Configuration on the Authorize.net portal.

    Note

    When using the test mode, enter the API credentials of your Authorize.net sandbox account.

  4. Click Generate Client Key.

  5. Click Generate your webhook to create the Webhook ID.

  6. Configure the remaining options as needed.

Tip

  • To recreate the webhook (e.g., after a domain change), click Re-generate your webhook.

  • The webhook is automatically configured with the correct URL and event types. To review webhook notifications on Authorize.net, log into the merchant portal, go to Account ‣ Account and API Settings, and click Webhooks.

Import an Authorize.Net statement

Export from Authorize.Net

Template

Download the Excel import template.

  • Log in to Authorize.Net.

  • Go to Account ‣ Statements ‣ eCheck.Net Settlement Statement.

  • Define an export range using an opening and closing batch settlement. All transactions within the two batch settlements will be exported to Odoo.

  • Select all transactions within the desired range, copy them, and paste them into the Report 1 Download sheet of the Excel import template.

Selecting Authorize.Net transactions to import

Example

Settlement batch of an Authorize.Net statement

In this case, the first batch (01/01/2021) of the year belongs to the settlement of 12/31/2020, so the opening settlement is from 12/31/2020.

Once the data is in the Report 1 Download sheet:

  • Go to the Transaction Search tab on Authorize.Net.

  • Under the Settlement Date section, select the previously used range of batch settlement dates in the From: and To: fields and click Search.

  • When the list has been generated, click Download to File.

  • In the pop-up window, select Expanded Fields with CAVV Response/Comma Separated, enable Include Column Headings, and click Submit.

  • Open the text file, select All, copy the data, and paste it into the Report 2 Download sheet of the Excel import template.

  • Transit lines are automatically filled in and updated in the transit for report 1 and transit for report 2 sheets of the Excel import template. Make sure all entries are present, and if not, copy the formula from previously filled-in lines of the transit for report 1 or 2 sheets and paste it into the empty lines.

Important

To get the correct closing balance, do not remove any line from the Excel sheets.

Import into Odoo

To import the data into Odoo:

  • Open the Excel import template.

  • Copy the data from the transit for report 2 sheet and use paste special to only paste the values in the Odoo Import to CSV sheet.

  • Look for blue cells in the Odoo Import to CSV sheet. These are chargeback entries without any reference number. As they cannot be imported as such, go to Authorize.Net ‣ Account ‣ Statements ‣ eCheck.Net Settlement Statement.

  • Look for Charge Transaction/Chargeback, and click it.

  • Copy the invoice description, paste it into the Label cell of the Odoo Import to CSV sheet, and add Chargeback / before the description.

  • If there are multiple invoices, add a line into the Excel import template for each invoice and copy/paste the description into each respective Label line.

Note

For combined chargeback/returns in the payouts, create a new line in the Excel import template for each invoice.

Example

Chargeback description

  • Next, delete zero transaction and void transaction line items, and change the format of the Amount column in the Odoo Import to CSV sheet to Number.

  • Go back to eCheck.Net Settlement Statement ‣ Search for a Transaction and search again for the previously used batch settlements dates.

  • Verify that the batch settlement dates on eCheck.Net match the related payments’ dates found in the Date column of the Odoo Import to CSV.

  • If it does not match, replace the date with the one from eCheck.Net. Sort the column by date, and make sure the format is MM/DD/YYYY.

  • Copy the data - column headings included - from the Odoo Import to CSV sheet, paste it into a new Excel file, and save it using the CSV format.

  • Open the Accounting app, go to Configuration ‣ Journals, tick the Authorize.Net box, and click Favorites ‣ Import records ‣ Load file. Select the CSV file and upload it into Odoo.

Tip

List of eCheck.Net return codes