Formstack: Configuring an Authorize.Net Payment Integration

If you are creating a form in Formstack that requires the user to submit a payment, you can use the Authorize.net integration to process payments. Authorize.Net is the City's preferred secure payment gateway service for Formstack, as there are fewer fees than Stripe.

Note: If you are transitioning an existing payment set-up from Stripe to Authorize.Net, you will need to disable or remove the Stripe integration before adding the Authorize.Net integration.

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Setting Up an Authorize.Net Payment Integration:

Step 1: Get Approval from Collections 

1. Email Asim Ahmad ([e-mail]), Jess Tapia ([e-mail]), and Nazmeen Ali ([e-mail]) from Collections with:
   
   • Form name
   • Note whether you are (a) requesting a new payment set-up, or (b) updating an existing payment set-up (i.e., switching from Stripe to Authorize.Net)
   • GL to book the revenue
   • Relevant memos or details regarding the payment you're collecting
2. Once they approve your request, you can proceed with configuring the Authorize.Net integration on your form.

Step 2: Add the Authorize.Net Integration to Your Form

1. Open your form
2. Go to (1) Settings > (2) Integrations > (3) Authorize.Net
3. Click "Add"

Step 3: Getting API Keys from IT

Submit an IT Helpdesk ticket ([e-mail]) requesting the Authorize.Net API keys for your Formstack form. Ensure you:

1. 1. Confirm that you have received approval from Collections.
   2. Provide the URL of the form where the integration is set up.

IT will add the API Login ID and API Transaction Key under "Account Information" in your form and notify you when this step is complete.

Step 4: Configuring the Authorize.Net Integration

1. Run mode: Leave "Off" until ready to test and turn on.

2. Account Information: IT will complete this step (see Step 3). 

3. Transaction Information: 

• • Type: Products and Services
  • Authorization Only: No
  • Item List: Single Item
  • Item: 
    • Item Description: IMPORTANT! Write a clear and brief description for this payment. This is the label that Collections will see and use to determine where the payment goes. (e.g., "Liquor Tax Payment," "Pet License Fee," etc.)
    • Price Field: Map to the field that indicates price.
    • Quantity Field: Map to the field that indicates quantity. 
  • Shipping Charge: N/a
  • Tax: N/a

4.  Customer Information:

Map any relevant information you want associated with the payment from your form fields.

5. Error Handling:

• • Allow Submission if Integration Fails: Do NOT check this option. 
  • Email on Failure: Add your email address or the email address of the team member managing this form. This address will be notified if there are issues with payment on the form.

Step 5: Testing

1. Turn "Run mode" to on. 

2. Use any card to submit a test payment. 

3. Once the submission has gone through, contact Asim (Collections) with a screenshot of your payment or payment confirmation email. Asim will return the payment to your card.

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Troubleshooting:

• Additional documentation from Formstack about the Authorize.Net integration can be found here.
• For questions about payment processing and routing, please contact the Collections team. 
• For technical troubleshooting with Formstack and the Authorize.Net integration, please submit an IT Helpdesk ticket.