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Getting Started

  • Getting started overview
    • Developer portal introduction
  • Quick start
    • Requirements
    • Base URLs and environments
    • Sandbox environments
    • User roles
    • Authentication
    • Your first request
    • Making a Hello (payment) World request
    • Next tasks
  • Features
    • Prevent
    • Convert
    • Vault
    • Update
    • Route
    • Dispute
    • Recover
    • 3D Secure
    • Payout
    • Virtual
    • Form
    • Billing
  • API diagrams

Coverage

  • Connections
    • Adyen integration guide
    • Authorize.net integration guide
    • Checkout.com integration guide
    • Cybersource integration guide
    • Fortis (Zeamster) integration guide
    • KICC (via Switch) integration guide
    • NMI integration guide
    • Openpay integration guide
    • PayU Colombia/LATAM (via PaymentsOS) integration guide
    • Reach integration guide
    • USAePay integration guide
  • Payment methods
    • AliPay integration guide
    • Apple Pay integration guide
    • Google Pay integration guide
    • Klarna integration guide
    • Paynet integration guide
    • PayPal integration guide
    • PayPal (with Braintree) integration guide
    • SEPA through Adyen integration guide
    • Sofort integration guide
    • Speed integration guide
    • SPEI integration guide
    • UnionPay integration guide
    • WechatPay integration guide

Cards/ACH

  • Getting started with ecommerce
    • Creating a card checkout page with the iframe
    • Creating a card checkout page with your own form
    • Creating an echeck checkout page with the iframe
    • Creating an echeck checkout page with your own form
    • Creating a save card page with the iframe
    • Creating a save card page with your own form
    • Creating a save echeck page with the iframe
    • Creating a save echeck page with your own form
    • Saving a card token with the API
    • Saving an echeck token with the API
    • Running a card transaction with the API
    • Running an echeck transaction with the API
    • Running a card transaction using full card information
  • Getting started with retail
    • Using simple login for authentication
    • Creating a retail card page with the iframe
    • Running a keyed transaction with the iframe
    • Configuring your terminal for USAePay
    • Processing a transaction with a terminal
    • Customizing the retail iframe
  • Getting started with hospitality
    • Sending lodging data with the iframe
    • Sending lodging data with your own form
    • Sending lodging data with the API

Alternative Payment Methods

  • APM overview
    • Using the integration guides
    • Choosing an APM
    • Configuring APMs
    • Supported transaction types for APMs
    • Supported integration methods for APMs
    • Supported currencies for APMs
    • Supported webhooks for APM transactions
  • Transaction types overview
  • Run a sale transaction
    • Multi Iframe (Express APM)
    • Individual Iframe (Button URLs)
    • Custom Redirect (Redirect URLs)
    • Pay Later messaging
  • Other APM transactions
    • Run an auth only transaction
    • Run a merchant-initiated recurring transaction
    • Refund a transaction

Payouts

  • Payouts overview
  • Spendback overview

Payment Routing

  • Understanding payment routing
  • How do I keep a relationship active at a specific transaction percentage?
    • Setting up payment routing by target allocation
    • What happens after you set up target allocation?
  • How do I route all transactions with a specific item to a relationship?
    • Setting up payment routing by item
    • What happens after you set up item routing?
  • How do I set up a more complex payment routing flow?
    • How do I use both item routing and target allocation together?
    • What effect does the use of a paymentOptionTag have on payment routing?
    • How do I send a transaction to a specific MID and paymentOptionTag based on transaction currency?
    • How do I send a transaction to a specific MID based on transaction currency?

3D Secure

  • 3D Secure overview
    • 3DS requirements
    • Using 3DS to run transactions
    • Using a third-party 3DS provider to run transactions

Fraud Prevention

  • Fraud prevention overview
  • Address Verification Service (AVS)
    • Enabling the Address Verification Service
    • Understanding the AVS response
    • Testing AVS
  • Device fingerprinting
    • Using device fingerprinting in the save card flow with an iframe
    • Using device fingerprinting in the save card flow with your own form
    • Using device fingerprinting in the run transaction flow with an iframe
    • Using device fingerprinting in the run transaction flow with your own form
  • Kount verification
    • Enabling Kount verification with the iframe
    • Enabling Kount verification with your own form
    • Enabling Kount verification with the API
    • Understanding the Kount response
    • Testing Kount verification
  • Security code verification
    • Enabling security code verification with the iframe
    • Enabling security code verification with your own form
    • Enabling security code verification with the API
    • Understanding the security code verification response
    • Testing security code verification

Chargeback Management

  • Chargeback management overview

Decline Recovery

  • Decline recovery overview
    • Running API card transactions with decline recovery
    • Running subscription transactions with decline recovery
    • Retrieving transaction list from decline recovery
    • Cancel retries when using the Decline Recovery service

Account Updater

  • Account updater overview
    • Checking a card's enrollment tag
    • Tagging an existing card for sending to Account Updater provider
    • Tagging an existing card to remove from Account Updater provider
    • Tagging a new card for enrollment
    • Tagging a new card for exclusion
    • Handling a legacy webhook for Account Updater

Recurring Billing

  • Recurring billing overview
  • Getting started with subscriptions
    • Creating a Nexio-scheduled card subscription
    • Using pay later option for subscription
    • Running merchant-initiated transactions for a subscription
    • Setting up installments for a bank to handle the subscription
  • Getting started with payment plans
    • Creating a Nexio-scheduled card payment plan
    • Using pay later option for payment plan
    • Running merchant-initiated transactions for a payment plan
    • Setting up installments for a bank to handle the payment plan

Developer Tools

  • Developer tools overview
  • Customizing the iframe
    • Displaying translated or customized labels
    • Customizing iframe labels
    • Specifying your own CSS file
    • Creating your own CSS file for an iframe
    • Customizing iframe form elements
  • Working with the APIs
    • Finding a transaction
    • Filtering using query parameters
    • Requesting additional response parameters
    • What data is saved with tokens?
  • Handling errors and declines
    • Adding an event listener
    • Common errors
    • Handling gateway declines
    • Handling security code verification failures
  • Webhooks
    • Registering webhooks
    • Receiving webhooks
    • Webhook body examples
    • Legacy webhooks and event types
    • Configuring legacy webhooks
    • Receiving legacy webhooks
    • Legacy webhook body examples
  • Reference tables
    • Iframe events
    • Constant ACH transaction values
    • Constant payouts values
    • Constant transaction values
  • Test cards
  • Frequently asked questions
    • Error codes
    • Testing
    • Other
  • Glossary

Form

Form Embed hosted payment forms and stay PCI compliant. Via API, pull hosted forms into your site without exposing sensitive credit card information. Form minimizes your PCI scope and ensures your customers can buy securely and with confidence.

Learn more

For additional information, see the following pages:

  • Getting started with ecommerce
  • Getting started with retail
  • Getting started with hospitality
  • Customizing the iframe

Updated 6 months ago

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