Product Manual

Your one-stop shop for the details of everything related to our solution.

Extension v4.0 and above

This guide applies to version 4.0 of our Magento 1 extension, which includes support for automated order fulfillment.

Overview

Merchants on Magento 1 have the option to automate their order fulfillment based on Signifyd’s guarantee decision. This allows you to effectively speed up the order fulfillment process and ship good orders faster.

If you’d like to enable automated order fulfillment based on Signifyd’s guarantee decision, please reach out to our support team to obtain version 4.0 of Signifyd’s Magento extension.

How It Works

If an order is approved for guarantee, Signifyd can trigger Magento’s existing process to capture funds and invoice, and update the order status within the Orders grid. (Please note that Signifyd can’t send out any emails to this effect.)

If an order is declined for guarantee, Signifyd can trigger Magento’s existing process to cancel the order and void the payment authorization, and update the order status within the Orders grid. (Or, Signifyd can tell Magento to take no action.)

Signifyd Decision Magento Action
Approve

Capture and invoice (and update order status), OR,

Leave order on hold

Decline

Cancel and void (and update order status), OR,

Leave order on hold

Within the order’s Comments History, you can view a history of all the updates Signifyd has made to an order. Below is an example of auto-fulfillment in action, using both an example of an approved order and a declined order.

Approved Orders

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In the above scenario, the order was submitted and immediately approved for Guarantee. Once Signifyd approved the order, Magento was triggered to capture payment, create an invoice and update the order status to Processing.

Declined Orders

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In the above scenario, the order was submitted and immediately determined to be fraudulent.

Once Signifyd declined the order, Magento was triggered to void the payment authorization, cancel the order and update the order status to Cancelled.

Installation

Signifyd’s Magento app enables merchants on Magento 1 to integrate with Signifyd in minutes, automating fraud prevention and protecting them in case of chargebacks.

This installation guide applies to version 4.0 of our Magento extension, which includes support for auto-fulfillment.

We recommended that you follow the below sequence in your installation process.

  1. Download and install the Signifyd extension.
  2. Configure the extension within Signifyd and Magento.
  3. Test the integration.
  4. Go live.

You’ll need to have the following:

  • A compatible version of Magento
  • A Magento Connect account
  • A Magento Admin account

1. Download and install the Signifyd extension.

Prior to downloading, we recommend that you create a backup of your Magento files.

1. Locate and download the .zip file from your email.

You should have received an email from our customer success team with a .zip file containing version 4.0 of the Signifyd extension.

Download and unzip the file. Keep the folder open for the next step.

2. Login to Magento Admin and upload the files.

Login to your Magento Admin account.

Using your FTP, copy the app folder into your store root directory.

3. Flush your System Cache.

From the navigation bar, go to System → Cache Management

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Click on Flush Cache Storage. You should receive a message on the screen that says “The cache storage has been flushed.”

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4. Confirm extension has been installed correctly.

Log out of your Magento Admin panel and log back in.

Once you’ve logged back in, go to System → Configuration. Within the Configuration menu, scroll down and click on Signifyd.

You should see a screen like the one below.

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Now that you’ve completed the installation process, you’ll need to configure the extension in order to start receiving fraud protection.

2. Configure the extension within Magento and the Signifyd console.

In order to configure the Signifyd extension, you’ll need to work in both Magento Admin and the Signifyd console. We recommend keeping two windows open: one with your Magento Admin page and one with the Signifyd console.

Part of our recommended configuration process involves setting up a test team, in addition to a production team. This allows you to test your store’s integration with Signifyd before going live. We won’t charge for orders submitted through this team, and please note that once a team is designated as a test team, it cannot be changed. (Learn more about test teams here.)

1. Login to your Signifyd account and create a test team and a production team.

*If this has already been done for you, skip to next step.*

Sign in to your Signifyd account and select Settings from the menu in the upper right hand corner.

Select Teams from the left hand menu.

Enter a name for your test team, and check the box labeled Test Team. Click Create Team.

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Now, create your production team.

From the top of the Teams page, click Add New.

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Enter a name for your production team, and click the green check mark.

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You should see both teams now in the General section.

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2. Copy the API Key for your test team.

Now that you’ve created your teams, select your test team and copy the API Key that appears under the Team name.

You’ll need that API Key for the next step.

Keep your Signifyd Settings window open, and now switch over to your Magento Admin page.

3. Login to Magento Admin, go to your test store and configure the extension.

Open a new window and login to your Magento Admin panel. Switch to your test store.

Go to System → Configuration. Within the Configuration menu, scroll down and click on Signifyd.

You should see the screen below.

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Within the Signifyd extension panel, please complete the following steps:

General section:

  • In the API Key field, paste the API Key you copied from your Signifyd test team

Order Workflow section:

  • In the When an order is approved for Guarantee field, select Capture and Invoice

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  • In the When an order is declined for Guarantee field, select Cancel and Void
    • Note: you can choose Do Nothing if you’d like the option of reviewing the orders we’ve declined for guarantee and making your own judgement call on whether you’d like to ship the order or not. 

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Logging section:

  • In the Log requests, Log responses, and Log errors dropdowns, select Yes.
Webhook URL
Webhooks are used to push Signifyd’s guarantee decision back to Magento and enable a two-way sync between Magento and Signifyd.
  • To configure a webhook: copy the URL from the Webhook URL setting. You’ll need this to complete the configuration in the next step.
  • Then navigate to the Signifyd console, settings, and then click on Notifications.
In the Webhooks section, complete the following steps:
  • In the Webhook address field, paste the Webhook URL you copied from your Magento Admin panel
  • In the Team dropdown, select the test team you just created
  • In the Event Type dropdown, select Guarantee Completion
Finally, click Add to save the webhook.
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5. Update your payment gateway.

From your Magento Admin, go to System → Configuration. Within the Configuration menu, scroll down and under Sales, click on Payment Methods.

Select your applicable Payment Method (i.e. payment processor) from the list.

In the field labeled Payment Action, select Authorize (or Authorize Only, if that appears) from the dropdown.

See some examples below:

Braintree

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Authorize.net

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PayPal Payflow Pro

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PayPal Express

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Click Save Config.

6. Enable the extension in Magento Admin.

Once you’ve confirmed that the extension has been configured correctly in your Magento Admin and the Signifyd settings page, it’s time to enable the extension in your test store.

From within the Signifyd extension panel in your Magento Admin, do the following:

General section:

  • In the Enable extension dropdown, select Yes

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Click Save Config.

Now that your Signifyd extension has officially been configured in your test store, it’s time to test the integration.

3. Test your integration.

We recommend testing your Signifyd integration in order to confirm that it has been configured successfully.

Depending on the complexity of your Magento store’s set up, testing can be completed in less than a day or over a series of days.

1. Create test orders.

We recommend creating orders in your Magento testing environment that allow you to test integration for the following scenarios:

  • Integration with your shipping fulfillment software
  • Integration with your order management system
  • Different payment methods
  • etc.
2. Examine the test orders from within the Magento Orders grid and the Signifyd console.

When you create a test order in your Magento store, you should confirm that:

  1. A case has been created in Signifyd.
  2. The Signifyd case details match the test order details.
  3. The guarantee status and score shown in the Signifyd console match what is displayed in your Magento Orders grid.
  4. If the order has been approved for guarantee, that Magento is triggered to unhold the order, and capture payment.
  5. If the order has been declined for guarantee, that Magento is triggered to cancel and void the order.
  6. Logging is working correctly.

From within your Magento Orders grid, choose a test order and click on the Guarantee Status (or Signifyd Score).

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You should be taken to the case details of that order within the Signifyd console.

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If you have any questions throughout this testing process, or run into any problems, please reach out to our support team.

4. Go live.

Once testing has been completed, and you’ve confirmed that your integration is working, it’s time to go live.

This involves repeating the configuration process (all of step 3) on your production site. 

As a reminder, if you have any questions throughout this process, please reach out to our support team.

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