Product Manual

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

Magento Extension v4.0 and above

This guide applies to version 4.x of our Magento 1 extension.

Magento 1 is only available to merchants on Signifyd's Mid-Market and Enterprise plan. 

Older versions: v3.15, v3.16 to v3.17, v3.18

Overview

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

Specifically, Magento merchants can:

  • Automatically send orders to Signifyd for fraud prevention and chargeback protection on all their orders
  • Configure order workflows based on Signifyd’s guarantee decision
  • View the Signifyd guarantee decision and score within the Orders grid

When an order is placed on your Magento store, Signifyd immediately reviews the order in real-time to determine whether it's a legitimate customer or fraudulent purchase attempt. The extension also includes Signifyd's device fingerprinting solution which enables the collection of device and browser data points to uniquely identify and track devices that transact on your site. This allows us to quickly identify and block known bad devices, allowing legitimate orders and customers through.

How It Works

The Signifyd extension supports updating the Magento order status to ensure that only Guarantee approved orders are shipped and potential fraudulent orders, Guarantee Declined are not.

To enable the Signifyd extension to update the order status you can configure Order Workflow setting enables the extension to update the order status in Magento to ensure you only ship orders Signifyd has Guaranteed. By updating the workflow actions from the extension setting you can configure how the extension should update orders in Magento based on Signifyd's Guarantee decision.

1. Send Orders to Signifyd without Affecting Order Processing (No Automation)

Sends all incoming orders to Signifyd for review without affecting the normal order processing flow. This is only recommended when you want Signifyd to run silently in the background.

Guarantee Decision Workflow Name  Description  Order Status Payment Status
Approved Do nothing Sends all incoming orders to Signifyd for review without affecting the normal order processing flow. This is only recommended when you want Signifyd to run silently in the background. Processing Not Updated
Declined Do nothing Sends all incoming orders to Signifyd for review without affecting the normal order processing flow. This is only recommended when you want Signifyd to run silently in the background. Processing Not Updated

2. Only Update the Order Status Based on Signifyd's Guarantee Decision (Partial Automation)

Guarantee Decision Workflow Name  Description  Order Status Payment Status
Approved Update order status Places all incoming orders "On-Hold" while Signifyd reviews the order for fraud. Orders that are approved for Guarantee are updated to processing to ensure you only ship good orders. On-Hold then Processing Not Updated
Declined Do nothing Places all incoming orders "On-Hold" while Signifyd reviews the order for fraud. Orders that are declined for Guarantee will remain On-Hold. This is recommended if you want to review all Signifyd Guarantee declined orders and decide whether to ship or cancel and refund. On-Hold Not Updated

3. Update the Order Status, Capture, and Void Orders Based on Signifyd Guarantee Decision (Full Automation)

Guarantee Decision Workflow Name  Description  Order Status Payment Status
Approved Capture payment and update order status Places all incoming orders "On-Hold" while Signifyd reviews the order for fraud. Orders that are approved for Guarantee are updated to processing and the funds for the order are also captured. Allows you to automate your payment and fulfillment process by automatically capturing, invoicing, and shipping good orders. On-Hold then Processing Invoiced, Captured
Declined Void payment and cancel order Places all incoming orders "On-Hold" while Signifyd reviews the order for fraud. Orders that are declined for Guarantee are updated to canceled and the funds for the order are reversed/voided. Allows you to automate your payment and fulfillment process by automatically canceling and voiding fraudulent orders. Canceled Voided

Magento Order Grid

The Magento order grid enables you to:

  • View Signifyd's decision in the order grid (Guarantee Status)
  • View the Signifyd score in the order grid (Signifyd Score)
  • Quickly view the case details and our risk assessment within the Signifyd console by clicking the Guarantee status

Magento Order Page

From the Magento order page, you can view a history of all the changes Signifyd has made to an order.

Order History

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. Contact sales to request a Signifyd account.

From the Signifyd homepage, submit a sales inquiry. Our team will reach out promptly and set you up with an account, and discuss pricing and plan options.

2. Download the Signifyd extension from the Magento store.

Visit the Signifyd extension page on Magento Connect.

Select your applicable platform from the drop-down: Community or Enterprise.

Click Add to Cart > Checkout > Install.

Copy the extension key and keep this on hand for the next step.

3. Install the Signifyd extension in Magento.

From within Magento Admin, you'll need to take a few steps to complete the initial installation.

4. Paste extension key into Magento Connect.

Log in to your Magento Admin account.

Take note of any warnings or error messages displayed in your dashboard, and correct them before continuing.

From the navigation bar, go to System > Magento Connect > Magento Connect Manager.

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Within the Install New Extensions section, paste the Extension Key you copied from the download process. Click Install.

Then select Proceed to begin your installation process.

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Check to make sure the plugin installed successfully at the page bottom. Take note of any errors and correct them if possible. Select the Refresh button.

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Click on Return to Admin at the page’s top right corner when the installation is complete.

5. 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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6. 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.

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.

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:

  • Select the appropriate workflow action for Approved Guarantees and Declined Guarantees. View our how it works section for a description of the available workflows and configuration options.

 

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 (Applies only if you want Signifyd to capture or void the order).

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, the configured workflow is triggered.
  5. If the order has been declined for guarantee, the configured workflow is triggered.
  6. The extension generates log files.

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.