CASHnet gateway

This topic assumes that you have worked with Trumba to enable paid registration on your account and that you already have a CASHnet® payment processing account that you can use to set up a CASHnet Checkout Store.

Where can I learn more about CASHnet?

Topic links

• CASHnet transactions and Trumba calendars
• Set up a CASHnet Store for Trumba payments
• Set up a connection between Trumba and CASHnet

Please note

We strongly recommend that, after you have the Trumba-CASHnet connection set up, you thoroughly test the entire paid registration process to ensure that credit card payment works and money actually gets allocated to the appropriate departments.

Doing a thorough test run will uncover any problems related to your Trumba event registration and payment gateway setup and to CASHnet settings that have nothing to do with Trumba.

The best approach is to create and publish separate test calendars, with the same settings as the live calendars, for each department with which you want to associate payments. (See CASHnet transactions and Trumba calendars for more details.)

Then, you can set up paid registration on events that you add to the test calendars. Once you confirm, by running through the entire registration and payment process, that things are working correctly, you can move the events from the test to the live calendars.

CASHnet transactions and Trumba calendars

If you want to associate event registration payments with different departments and you plan to use Casnhet as your payment gateway, you must create a separate calendar or sub-calendar for each department.

Having department-specific calendars means you can assign a unique item code to each calendar.

CASHnet requires a valid item code with each transaction. These item codes are how CASHnet matches transactions with the departments that should receive the payments.

If you want to allocate payments by department, before you set up a CASHnet payment gateway:

• Identify each department with which you want to associate event registration payments.
• Create a separate calendar or sub-calendar for each department.
• Create a list of item codes by department.

  Item codes should be single lower case words. It probably makes sense to use the department names in the codes. For example, you might use item codes such as schpublichealth or deptengineering.

• Decide which item code you want to use as the default.

  The default item code is the item code you specify when you set up the CASHnet payment gateway. As explained below, this item code is automatically assigned to each calendar that uses the CASHnet gateway but you change a calendar's item code at any time.

Tip Be sure to add an item code record in your CASHnet Store for each department-specific item code that you plan to use in Trumba.

Set up a CASHnet Store for Trumba payments

Even if you already have one or more CASHnet Stores set up, you'll need to set up a Trumba-specific Checkout-type Store.

To set up a Trumba-specific Store

1. Sign in to your CASHnet account.
2. On the home page, on the left, click Store Setup to set up a new Checkout Store.
3. In the Store Setup wizard, apply the name and logo, store settings, theme, colors and fonts, custom messages, and other settings you typically apply. Then, follow the Trumba-specific steps described below.
4. In the Store Settings section, scroll to the append data setting. Select either Append data... option (HTTP get or HTTP post).

   

5. In the Notifications section, for Do you want to receive notification of successful and/or failed transactions via email, https get or post messages?, select Yes. Click Continue.
6. Under HTTP Notifications, provide the URL exactly as shown below (outlined in red). For Select format for HTTP content, select either Name value Format (GET) or Name Value Format (POST).

   

7. On the left, select Implement Store, and then click Continue.
8. In the menu bar above the Store Setup wizard, click System Setup.
9. Under Item Information, select Reference Types. Click Add New Record.
10. For Reference Type, type TRUMBASESSIONID. Add a description if you want, and then click Save.

    This setting is required to make notifications from CASHnet to Trumba work correctly.

11. In the menu bar, click System Setup. Under Miscellaneous, click Merchants.
12. In the Merchant Code list, find the code for the Checkout Store you just implemented, and then click Select.
13. Select Skip Receipt Page.

    Selecting this option ensures that registrants will be returned automatically to the Trumba event actions page after they complete a CASHnet payment transaction.

14. Scroll to the bottom of the page, and then click Save.

Set up a connection between Trumba and CASHnet

To set up the Trumba-CASHnet connection, you need the URL for your CASHnet Store. The instructions that follow explain where to find that URL in your CASHnet account.

You also need to provide a default item code. If you aren't sure what an item code is, read CASHnet transactions and Trumba calendars.

To find the URL for your CASHnet Store

1. Sign in to your CASHnet account.
2. In the menu bar at the top of the page, click System Setup.
3. Under Miscellaneous, click Merchants.
4. Find the merchant code for your Trumba-specific Checkout Store, and then click Select.
5. Scroll past the Disabled and Site Offline settings to where the store URL is listed in blue.

   

   The Store URL is listed in the Trumba-specific Store's Merchant system settings.

To set up a Trumba-CASHnet connection

Tip After you establish the connection, it's essential that you set up paid registration for an event and test it thoroughly before it goes live. The best approach is to add events initially to a separate test calendar that uses the same settings as your live calendar. Once you confirm that things are working correctly, you can move the event from the test to the live calendar.

1. In the Trumba editing environment, under Tasks, click Manage payment gateways.

   

   Tip Only Publisher account holders have the ability to manage payment gateways.

2. Click Add Gateway, and then for Gateway Type, select CASHnet.
3. Under CASHnet Store Info:
   1. Type a label for the CASHnet gateway.

      You see this label in lists within the Trumba editing environment.

   2. Type or paste the URL for your CASHnet checkout store.
   3. For Default Item Code, type the item code you decided to use as the default.
   4. Complete the Payment Code and Customer ID fields, as appropriate.
   5. (Optional) For Custom User Message, you can add a message that is shown to event editors if they enable event registration. (For example, you may want to alert editors to contact finance before enabling payments).
4. (Optional) Complete the CASHnet Gateway Info (Used for Refunds) section to support refunds with paid registration events.

   Important If you do not complete this section, the refund option won't be available with paid registration events.

5. Under Available Calendars, select the calendars that will use the CASHnet payment gateway for paid registration.

   This list shows calendars you created that are not connected to another gateway. If you don't want to select all of this gateway's calendars now, you can always add a gateway to a calendar later.

6. Other Calendars lists calendars that use a different payment gateway.

   Important You can switch calendars in the Other Calendars list to use this gateway. But, if you're not familiar with how changing the gateway will affect existing paid-registration events, ignore this step for now. You can change a calendar’s payment gateway at any time. To learn more, see Change payment gateways.

7. Click OK.
8. To return to the editing environment, click Done.
9. If you're allocating registration payments by department, see the following instructions for assigning a unique item code to each departmental calendar.

Ok, I added CASHnet as a payment gateway. Now, how do I set up events for paid registration?

How to assign item codes to calendars

When you set up the CASHnet payment gateway, you defined a default item code. This item code is automatically assigned to each calendar that you identified as using the CASHnet gateway. You can change any calendar's item code at any time.

You can also add the CASHnet payment gateway and item code to any calendars that you didn't identify at the time you set up the gateway.

Tip To add a payment gateway to a calendar or change the assigned gateway, you must be the Publisher account holder who created that calendar.

To assign a calendar-level item code

1. Click the down arrow to the right of the calendar or sub-calendar name, and then select Calendar Settings.
2. On the Calendar Settings page, find the Paid Event Registration section.
   • If a payment gateway has not yet been assigned to the calendar, for Payment gateway, select the label you gave the CASHnet gateway when you set it up.

     A CASHnet Item Code field appears that contains the default item code.

     

   • In the CASHnet item code field, replace the default item code with the one you assigned to this departmental calendar.
3. Click OK.