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Introduction

Our VTEX plug-in comes with regular updates and full integration support, offering a versatile out-of-the-box solution to accept online payments easily:

  • Ideal solution for businesses of any size using the VTEX cloud-based e-commerce platform.
  • Supports seamless integration across online, mobile, and in-store channels.
  • Enables full access to all available payment methods on our platform.
  • Compatible with VTEX’s marketplace capabilities, allowing expansion through third-party sellers.
  • Includes tools for managing inventory and processing orders efficiently.

Supports the following integration methods : 

        Alipay+ 
        Apple Pay 
        Bank Transfer by Worldline (A2A) 
        Bizum 
        Cadhoc 
        Cpay 
        American Express 
        Bancontact 
        Cartes Bancaires 
        Diners Club 
        Discover 
        JCB 
        Mastercard 
        Maestro 
        UPI 
        Visa 
        EPS 
        Google Pay 
        iDEAL 
        Illicado 
        Intersolve 
        Klarna 
        Multibanco 
        Oney3x4x 
        Oney Bank card 
        Oney Financement Long 
        Oney Branded Gift Card 
        Przelewy24 
        Paypal 
        Postfinance Pay 
        SEPA Direct Debit
        Twint 
        WeChat Pay 

        Keep an eye on our Release Notes to stay informed about updates and new features (i.e. payment methods, features, integration methods) we have added to this plugin! 

        Check out our documentation to learn how to link your store with our platform to profit from all these features! 

        Account Creation

        To process transactions with this plugin, you need an account on our platform. 
        This plugin works with both our test and live environment. A test account is a great way to get familiar with both the plugin and our platform. Once you want to go live, create a production account or contact us

        Plugin installieren

        1. Install plugin
        2. Configuration
        3. Manage payments

        Install plugin

        The first step to use the plugin is the installation process. Before you proceed, make sure your infrastructure meets these system requirements: 

        Item 

        Description 

        Direct credentials 

        PCI compliancy 

        SAQ A
         
        The plugin’s in-built features ensure this security level, but you still need to get the certificate from your acquirer 

        Once done, follow these steps:

        1. Go to Store Settings > Payment > Providers. Click on the New Provider button and search for "Worldline Global Online Pay". The provider will appear in the list.
        2. Select the Worldline Global Online Pay provider. A warning banner will appear indicating that the corresponding application needs to be installed.
        3. Click on the "Install app" button in the warning banner. This will open the Worldline Global Online Pay application installation screen.


        Configuration

        After the installation, you need to configure the plugin to link your store to our platform.

        Configure basic settings

        Once you add the Worldline Global Online Pay provider, you will be redirected to its configuration page. 

        Integration offers several configuration sections: 

        1. Provider Authorization - API key and secret for communication with Worldline API 
        2. Basic Information - the name of the provider 
        3. Payment Control - to use test mode or production 
        4. Provider Fields - Worldline configuration

        Property 

        Description/Actions 

        Provider Authorization 

        API key 

        Enter the API Key of your test or live PSPID. Read our dedicated guide to learn how to generate one. 

        API Secret

        Enter the API Secret of your test or live PSPID. Read our dedicated guide to learn how to generate one. 

        Basic Information 

        Name 

        Desired name to present for this provider. 

        Payment Control 

        Enable test mode 

        Tick off, if you are testing payment options - when unticked, the options linked to this provider will be visible to customers in the store. 

        Workspace 

        VTEX workspace for testing. 

        Automatic settlement 

        Select whether to process the settlements and when. Possible options: 

        1. Use behavior recommended by the payment processor 
        2. Automatic capture immediately after payment authorization 
        3. Automatic capture immediately after anti-fraud analysis 
        4. Disabled 

        Provider Fields 

        Environment 

        Links the channel to the respective Worldline environment and configures the respective test or live credentials for Worldline API (pre-production or production). 

        PSPID 

        Enter your PSPID from our platform that you want to use for transaction processing. 

        Webhooks Key 

        Webhooks Key of test or live PSPID from the Merchant Portal. Credentials must be stored encrypted in the database. 

        Webhooks Secret 

        Webhooks Secret of test or live PSPID from the Merchant Portal. Credentials must be stored encrypted in the database. 

        Payment action 

        Select whether to process the transactions as authorization mode or as direct sale. 

        Possible options: 

        1. Authorize & Capture 
        2. Authorized (Authorization Only)

          Note that the “Authorize & Capture” option will only work if “Use behavior recommended by the payment processor” is selected for Automatic settlement OR if you entered the VTEX API keys in the Application configuration

        Automatic capture 

        Select if and after which period the capture action should be done for transactions. 

        Possible options: 

        1. Use Acquirer's Default Period 
        2. 1 hour 
        3. 2 hours 
        4. 4 hours 
        5. 8 hours 
        6. 24 hours 
        7. 2 days 
        8. 5 days

          Note that this feature will only work if “Use behavior recommended by the payment processor” is selected for Automatic settlement

        Enable 3-D secure authentication 

        Activating this option allows the issuer of the customer card to request the 3-D Secure process to be triggered. 

        Request authentication exemption for low-value baskets 

        Activating this option will request to issuer not to request a strong customer authentication for the payment if the value of the basket is below 30 EUR. 

        Enforce strong customer authentication for every payment 

        Activating this option will request the issuer to always go for a challenge flow during the 3-D Secure process. 

        Enable group cards 

        Group or separate credit cards on the hosted checkout page. 

        Template file name 

        Enter the file name of the template to adapt the payment page to the look and feel of your shop. 

        Oney3x4x payment option 

        Configure payment option as defined on your Oney 3x4x contract. You can find the value directly from your Oney interface. 

        Session Timeout 

        Set in minutes how long the hosted payment page session should last. 

        Direct Debit Recurrence Type 

        The type of direct debit recurrence. 

        Possible options: 

        1. Unique 
        2. Recurring 

        Direct Debit Signature Type 

        The type of direct debit signature. 

        Possible options: 

        1. SMS 
        2. UNSIGNED 

        Bank transfer by Worldline Instant payment only 

        Enable if the consumer can only use instant payment for Account to Account Bank transfer payments. 

        Application configuration

        Once you install the application, the system automatically redirects you to the configuration page, where you can access the following options: 

        Property 

        Description/Actions 

        App key 

        Enter the VTEX API key in order to handle the Worldline actions. 

        This is mandatory if you want integration to handle capture, refund and cancel actions from Worldline portal. 

        App token 

        Enter the VTEX API token in order to handle the Worldline actions. 

        This is mandatory if you want integration to handle capture, refund and cancel actions from Worldline portal. 

        Email 

        Enter a mail address that will receive Worldline notifications regarding the capture, refund and cancel actions. 

        Creating app key and token

        In order to provide the VTEX app key and token, you must generate one in your VTEX account. Go to the Account icon > Account Settings > API Keys Dashboard and press the “Generate Key” button. 

        The system will display a popup where you can define a name for the key and assign a role. Ensure the selected role includes the following resources:

        Product 

        Category 

        Resource 

        PCI Gateway 

        Payment-Make Payments 

        Process payments 

        When you click the “Generate” button, the system displays the key and token.

        Copy the key and token, then paste them into the application configuration page.

        Payment methods settings

        VTEX gives the possibility to natively offer payment methods configured in VTEX as single payment buttons by associating the payment method with a specific provider. In order to do so, go to Store Settings > PAYMENT > Settings and configure the following payment methods so that Worldline Global Online Pay will be offered as a provider: 

        1. American Express 
        2. Bancontact 
        3. Bizum 
        4. Diners Club 
        5. Discover 
        6. iDEAL 
        7. JCB 
        8. Klarna 
        9. Mastercard 
        10. Multibanco 
        11. Paypal 
        12. Visa
        13. Worldline Global Online Pay


        Manage payments

        We have designed the plugin to follow-up on your orders automatically and autonomously, freeing you from the administration involved. Follow the instructions below to effectively use the app and ensure a smooth payment flow.

        Perform maintenance transactions in the VTEX Back Office

        Captures, refunds and cancellations of authorisations are standard processes (maintenance operations) in your everyday business logic. Learn here how to perform these operations directly in the VTEX Back Office:

        1. Login to your VTEX Back Office.
        2. Go to Orders > All orders.
        3. Select the order for which you would like to perform a maintenance operation. 

        All these actions are processed by VTEX and automatically communicated to Worldline: 

        1. Cancel authorization: Triggered by canceling the authorized order.
        2. Capture: Triggered by creating an invoice.
        3. Refund: Triggered by returning the items.
            

            Perform maintenance transactions in the Merchant Portal

            It is possible for you to handle your maintenance operations directly from the Worldline Merchant Portal, and still integrate the result of the maintenance in VTEX.

            In order to do so, please make sure that the API key and API secret are correctly set in the Application configuration.

            If these credentials are correctly set, the integration will automatically update the corresponding transaction status in VTEX, including:

            • Settle
            • Refund
            • Cancel

            You must still manually create the invoice in VTEX to trigger a settlement, return the items to process a refund, and cancel the order to cancel the authorization.

            Perform test transactions

            Use our platform's test environment to make sure your plugin works as intended. We offer test data sets on our dedicated Test cases page. Target our test environment as described in the "Configure Plugin" chaper.


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