Moneris Hosted Tokenization Profile in Go Portal User Guide

: June 10, 2024
: Moneris

Table of Contents

Hosted Tokenization Profile in Go Portal
Getting Started
How to get started
References
Read User Manual Online (PDF format)
Download This Manual (PDF format)

Moneris®
Hosted Tokenization
Creating a profile in Moneris Go portalReference Guide

Hosted Tokenization Profile in Go Portal

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Web: www.moneris.com/en/support/moneris-go/moneris-go- portal
Email: [email protected]
Toll-free: 1-866-319-7450
Record your Moneris merchant ID here:

Getting Started

In this section, we give you an overview of Moneris Hosted Tokenization and describe everything you need to know to get started on integrating your ecommerce solution with Moneris Hosted Tokenization.
What is Moneris Hosted Tokenization?
The Moneris Hosted Tokenization (HT) is a solution that you can integrate into your ecommerce site if you prefer not to handle credit card numbers directly but still want the ability to fully customize your checkout page appearance.
How it works
Moneris Gateway will, on your behalf, present text boxes on your checkout page. The cardholder then enters their credit card information into the text boxes. When the payment information is submitted through your checkout page, Moneris Gateway generates a temporary token representing the credit card number. This token is then used in an API call to process a financial transaction directly with Moneris. When your server receives a response to the financial transaction, it generates a receipt and allows the cardholder to continue with their online shopping experience.

To begin, please follow the How to get started steps (page 6).

How to get started

The steps below describe what you need to do to integrate Moneris Hosted Tokenization into your ecommerce solution.

Review and configure your ecommerce solution per the specifications in the Merchant Integration Guide – Hosted Payment Page guide.
Note: This guide is available on the Moneris Developer Portal at https://developer.moneris.com.
Log into your Moneris Go portal store (see Logging into the Moneris Go portal on page 7), but note:
• Your user account must be enabled with full administrative access and user- level permissions so that you can perform the setup and configuration steps as directed below. (Contact your store administrator if you need to have these permissions enabled.)
Create the hosted tokenization profile (see Creating a Moneris Hosted Tokenization profile on page 12).

Logging into the Moneris Go portal
Follow the steps below to log into your Moneris Go portal store. You need to log into the store so that you can access the Moneris Hosted Tokenization tools.

Visit www.monerisgo.com to start on the Moneris Go portal login page (shown below).
In the “Login” window, enter your login credentials:
a. In the Email field, enter the email address that you registered when you activated your Moneris Go portal user account.
b. In the Password field, enter your Moneris Go portal login password.
c. Click on the Sign in button.
When you are logged in, you will see either the “Dashboard” page or the “Stores” page:
If the “Dashboard” page displays (shown below):
a. You have successfully accessed your store (continue the How to get started steps on page 6).

If the “Stores” page displays (shown below):
a. Click on the store tile labelled with the name of the store that you want to access.
Note: To search for a specific store, enter the full/partial store name in the Search by store name field.
To change the number of hits listed on a page, click on the “Show # items per page” drop-down, and select a number (5, 10, 15, 20, 25, or 50). b. When the “Dashboard” page displays (shown below), it means you have successfully accessed the store (continue the How to get started steps on page 6). Using My Stores
If you are logged into the Moneris Go portal and are already within (accessing) a store, follow the steps below to
use the “My Stores” function to access any other store that is linked to your user account.
Note: For instructions on how to log in, see Logging into the Moneris Go portal on page 7.

From any page in your store, click on your user account tile (shown below).
When the user account menu displays (shown below), click on My stores.
When the “Stores” page displays, locate the store tile labelled with the name of the store (and store ID) that you want to access, then click on that tile.
Note: To search for a specific store, enter the full/partial store name in the Search by store name field. To change the number of hits listed on a page, click on the “Show # items per page” drop-down, and select a number (5, 10, 15, 20, 25, or 50).
When the “Dashboard” page displays (shown below), it means you have successfully accessed your store.

Managing Your Hosted Tokenization Profiles
In this section, we describe everything you need to know to manage your Hosted Tokenization profile from the Moneris Go portal.
Creating a Moneris Hosted Tokenization profile
The steps below describe how to create a new Moneris Hosted Tokenization profile.
Important! To integrate Moneris Hosted Tokenization into your ecommerce solution, you need to create and configure your hosted tokenization profile in conjunction with developing your ecommerce solution according to Moneris’ integration specifications as outlined in How to get started (page 6).

Log into the Moneris Go portal, and access the store through which you want to create the hosted tokenization profile (see Logging into the Moneris Go portal on page 7). Note: If you have multiple stores linked to your user account , you can use the My Stores function to move between your stores (see Using My Stores on page 9).
On the sidebar menu (shown below), click on the Settings icon > Developer tools.
Note: To toggle the menu view, click on the expand tab / the minimize tab.
When the “Developer tools” page displays, click on the Hosted Tokenization tab to display the hosted tokenization control panel page (shown below).
Note: Any saved profiles are listed on this page.
Click on the Create profile button
When the “Create profile” window displays (shown here), do the following:
a. In the Source URL field, enter the address for the main outer page that will send transactions to Moneris.
b. In the Profile alias field, enter a customized alias that describes the profile.
Note: A unique alpha-numeric profile ID will be assigned to the profile once it is created.
c. Click on the Create profile button.
When the “New profile” window displays (shown here), do the following:
a. If you want to copy the profile ID to your clipboard now, click on the Copy icon in the window.
Note: This ID must be included in your HTML iFrame code as specified in the integration guide.
b. When you are finished, click on the OK button to close the window.
When you confirm that the new profile is listed in the profiles list, the operation is complete.
Note: The profile alias, profile ID, and source URL are displayed in the profiles list.

Deleting a Moneris Hosted Tokenization profile
Follow the steps below to delete a Moneris Hosted Tokenization profile.
Important! Please ensure that you perform this operation per your ecommerce solution’s integration requirements. A profile’s unique ID is used in the iFrame code. You must develop your ecommerce solution per Moneris’ integration specifications as outlined in How to get started (page 6).

Log into the Moneris Go portal, and access the store containing the hosted tokenization profile that you want to delete (see Logging into the Moneris Go portal on page 7). Note: If you have multiple stores linked to your user account , you can use the My Stores function to move between your stores (see Using My Stores on page 9).
On the sidebar menu (shown below), click on the Settings icon > Developer tools.
Note: To toggle the menu view, click on the expand tab / the minimize tab.
When the “Developer tools” page displays, click on the Hosted Tokenization tab to display the hosted tokenization control panel page (shown below).
Locate the hosted tokenization profile that you want to delete, and click on its Delete icon.
Note: To change the number of profiles listed on a page, click on the “Show # items per page” drop-down, and select a number (5, 10, 15, 20, 25, or 50). To retrieve a specific profile, go to the Search by profile alias, profile ID, or source URL field, and enter a full or partial alias, ID, or URL.
When the “Delete profile” dialog displays, click on its Yes button.
When the “Profile deleted successfully” response displays, the operation is complete.
Note: The deleted profile will be de-listed from the profiles list.

If you need assistance with your payment processing solution, we’re here to help, 24/7.
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Visit https://www.moneris.com/en/support/moneris-go/moneris-go-portal to:
download additional copies of this guide
download the Moneris Go portal Reference Guide and to access the online help version of the documentation
Visit the Moneris Developer Portal (https://developer.moneris.com/) to download/view:
integration guides
APIs
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