Introduction: Authorize in CauseMatch

Authorize is a widely used payment gateway that enables secure processing of online donations. It supports both one-time and recurring payments, ensuring flexibility for donors. However, there are some limitations and key considerations when integrating Authorize into a CauseMatch campaign.

Campaign Page Limitations

• Single Currency per Campaign Page: Authorize supports only one currency per campaign page.
• No Multiple Authorize Accounts on One Page: If a campaign is set to accept donations in USD, for example, Authorize cannot process payments in any other currency on the same campaign page.
• Multiple Pages, Different Accounts: If a campaign consists of multiple pages, each page can be linked to a different Authorize account with a separate currency.

Supported Currencies

Authorize currently supports the following currencies:

✅ USD (United States Dollar)
✅ CAD (Canadian Dollar)
✅ GBP (British Pound)
✅ EUR (Euro)
✅ AUD (Australian Dollar)
✅ NZD (New Zealand Dollar)

Important: Each Authorize account is configured for a single currency at the time of creation.

Supported Payment Modes

• Single Donations – One-time contributions.
• Recurring Donations – Donations processed at scheduled intervals.
• Unlimited Recurring Donations – Ongoing payments without a fixed end date.

All payment modes support tipping, allowing donors to help cover the payment processing fee by adding a small extra amount, ensuring the organization receives the maximum possible amount.

Accepted Payment Methods

• Card Payments – Authorize processes donations via credit and debit cards.

To integrate Authorize with CauseMatch, follow these steps to obtain API credentials and configure them properly in the CauseMatch backend.

Finding/Generating Authorize Gateway Credentials

Step 1: Obtaining API Login ID

1. Log in to your Authorize Dashboard and navigate to the "ACCOUNT" tab and click on "API Credentials & Keys".
   
   
   
   
   
2. A new page will load, displaying your API Login ID, keep this ID secure, as it is required for API-based transactions.
   
   
   

Step 2: Obtaining Transaction Key or Signature Key

1. On the same "ACCOUNT" tab click on "API Credentials & Keys"
   
   
   
   
   
2. The credentials page will load. Here, select whether you want to generate a new Signature Key or Transaction Key. Click Submit to generate the selected key.
   
   
   
   

Important: If you no longer use the old key in any integration, select "Disable Old Transaction Key Immediately" for security reasons.

1. After clicking “Submit” button as mentioned above, a popup will show up for verification. A PIN will be sent to the registered email address when “REQUEST PIN” button is pressed.
   
   
   
   
   
2. Retrieve the PIN from your registered email and enter it in the verification field and click VERIFY PIN to proceed.
   
   
   
   
   
3. Upon successful verification, a confirmation message will appear. Click CONTINUE to view your newly generated Transaction Key or Signature Key.
   
   
   
   

Step 3: Obtaining Public Client Key

1. On the ACCOUNT tab, click on "Manage Public Client Key"
   
   
   
   
   
2. If the Public Client Key is already present it will be shown as below, or you can generate a new one by clicking on "Submit". Only check "Disable old Public Client Key(s)" option if you are sure you no longer use the old key with any integration or if you no longer need it active for security reasons. The process to obtain a new Public Client Key is similar to generating a Transaction Key or Signature Key, involving PIN Verification.
   
   
   

Setting Up Authorize in CauseMatch Backend

Step 1: Add Authorize to the Account

1. Navigate to the Edit section of the account where Authorize needs to be added.
   
   
   
   
   
   
   
2. Click on the "Add Gateway" button.
   
   
   
   
3. Under Payment Gateways, click on Authorize to proceed.
   
   
   

Step 2: Configure the Gateway in Setup Wizard

1. The Gateway Setup Wizard will appear.
   
2. Enter the required details in the respective fields: 
   a) Public Client Key
   b) API Log in ID
   c) Transaction Key
   d) Webhook Signature Key
   
   
   
   
3. Now, on the next page, choose your currency.
   
   
   
   
4. Click the Create button.
   
5. Wait for a success message confirming the gateway has been added.
   

Step 3: Enable Authorize for a Campaign

1. Navigate to the Campaign's backend and go to the Checkout tab.
   
   
   
   
2. Select the required currency (e.g., USD).
   
3. A popup will appear once you select the currency.
   
4. Check the box next to "Authorize" to enable it.
   
   
   
   
   
5. Click the Save button to finalize the setup.
   

Accessing One-time and Recurring Donations on Authorize Dashboard

Accessing One-time Donations

1. After logging into the Authorize dashboard, you can access one-time donations by navigating to the "Transaction Search" tab. Then, click on the "Unsettled Transactions" link, as shown below.
   
   
   
   
   
   
2. Upon clicking the “Unsettled Transactions” link, the following page will be loaded where you can find the processed donation details.
   
   
   

Accessing Recurring Donations

1. After logging into the Authorize dashboard, you can access recurring donations by navigating to the "Tools" tab. Then, click on "Recurring Billing", and from there, select the number of subscriptions under the "Active" column, as shown below.
   
   
   
   
2. Upon clicking the link, the following page will be loaded where you can see the status of subscriptions.
   
   
   
   

Additional Things to Know:

1. On the donations dashboard, under the gateway column, the donations made through Authorize will be highlighted using “Authorize” keyword and Transaction ID column next to it as you can see in the screenshot below:
   
   
   
   
2. When processing donations through Authorize, all address fields must adhere to specific character limits. If any field exceeds the maximum limit, Authorize will return a server error.
   

1. If a donor enters information that exceeds these limits, the transaction will fail with a server error.
   
   

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