Spreedly

Spreedly is a service that allows you to securely store credit cards and use them to perform transactions for a number of PaymentGateways and third-party APIs. It does this by simultaneously providing a card tokenization/vault service as well as a gateway and receiver integration service. PaymentMethods tokenized by Spreedly are stored at Spreedly, allowing you to independently store a card and then pass that card to different endpoints based on your business requirements. We refer to the ability to use a Spreedly token against multiple gateways/end points as “universal tokenization.”

To read more about Spreedly, click here.

Supported Spreedly Payment Gateways

• Cybersource via Spreedly (fully tested)

The following Spreedly processors are used by Blackthorn customers.

• Braintree
• Cardconnect
• Elavon
• eWAY
• Fat Zebra
• Litle
• Orbital
• Payflow Pro
• Paypal
• Sage

Set Up the Payment Gateway Page Layout

1. Click the Gear icon in the upper right-hand corner.
2. Click Setup.
3. Click the Object Manager tab.
4. Locate the Payment Gateway object.
5. Click the Field & Relationships tab.
6. Locate the Provider field.
7. In the Values section, click New.
8. Enter “Spreedly” and click Save.
9. Click the Page Layouts tab.
10. Click Payment Gateway Layout.
11. Add the following fields to your Payment Gateway page layout:
    • Spreedly Environment Key
    • Spreedly Configured Gateway
    • Gateway Token
12. Add the Create Spreedly Gateway button.

Add A Spreedly Payment Gateway

1. Contact Blackthorn Support to obtain a Spreedly Environment Key.

2. Navigate to the Payment Gateway object.

3. Click New.

4. Enter a Payment Gateway Name.

5. Set Provider = “Spreedly”.

6. Check the Test Mode checkbox if you are setting this up in your sandbox for testing. Do not check the box if this is a Live Payment Gateway in production.

7. Populate the Default Currency and Default Country fields.

8. Enter the key provided by Blackthorn Support in the Spreedly Environment Key field.
   

9. Click Save.

10. Click the Create Spreedly Gateway button.

11. Select the Payment Gateway you want to connect (Ex. CardConnect; EBANX).

12. If prompted, add additional information from the selected gateway.

13. Click Create.

14. The Spreedly Configured Gateway and Gateway Token fields will be populated automatically.

Test Spreedly

Spreedly provides test data in their documentation to help with your initial integration. This includes test credit card numbers and bank account values. We've provided a couple below.

Check out the complete list here.

Visa Credit Card

• Card Number: 4111111111111111

Bank Account

• Routing Number: 021000021
• Account Number: 9876543210

Create Credit Card Payment Methods

From the Payment Method Object

1. Navigate to the Payment Method object.
2. Click New.
3. Set Record Type = "Card"
4. Fill in the following fields.
   1. Holder's Name
   2. Account Holder Type
   3. Currency ISO
   4. Country ISO
5. Set Payment Gateway = “Spreedly”.
6. Click Save.

From the Virtual Terminal

1. Navigate to an object or record where you can access the Virtual Terminal (Opportunity, Invoice, etc..)
2. Set Action = "New Payment Method".
3. Set Payment Gateway = “Spreedly”.
4. Click the CREDIT CARD tab.
5. Fill in the following fields.
   1. Name on card
   2. Card number
   3. Card Expiration
   4. CVC
   5. Postal code
6. Click Add +.

Create ACH Payment Methods

From the Payment Method Object

1. Navigate to the Payment Method object.
2. Click New.
3. Set Record Type = "ACH".
4. Fill in the following fields.
   1. Holder's Name
   2. Account Holder Type
   3. Currency ISO
   4. Country ISO
5. Set Payment Gateway = “Spreedly”.
6. Click Save.

From the Virtual Terminal

1. Navigate to an object or record where you can access the Virtual Terminal (Opportunity, Invoice, etc..)
2. Set Action = "New Payment Method".
3. Set Payment Gateway = “Spreedly”.
4. Click the BANK tab.
5. Fill in the following fields.
6. Name on account
7. Account holder type
8. Routing Number
9. Account number
10. Click Add +.

Process a Payment

From the Transaction Object

1. Navigate to the Transaction object.
2. Click New to create a new record.
3. Select the "Charge" for the Record Type.
4. Enter the amount in the Amount field.
5. Select your Payment Gateway.
6. Select the Payment Method.
7. Click Save.
8. Click Capture to charge the Transaction..

From Virtual Terminal

1. Navigate to an object or record where you can access the Virtual Terminal (Opportunity, Invoice, etc..)
2. Set Action = "New Single Charge".
3. Set Payment Gateway = “Spreedly”.
4. Fill in the following fields.
   1. Related To
   2. Payment Method
   3. Amount
   4. Currency
   5. Process Type
5. Click Process.

How Do eChecks Work With Spreedly?

Customers can create ACH Payment Methods with Spreedly that can be used with a gateway's eCheck service. See more details about the eCheck gateways that Spreedly supports here.

When using eChecks, with the exception of an offsite gateway like PayPal, the response for eChecks will always be successful on Spreedly's end. Otherwise, the notification will happen outside of Spreedly. If a Transaction fails, the gateway user will be notified, and they will need to update the Transaction in Salesforce.