Class ActiveMerchant::Billing::AuthorizeNetCimGateway
In: lib/active_merchant/billing/gateways/authorize_net_cim.rb
Parent: Gateway

Customer Information Manager (CIM)

The Authorize.Net Customer Information Manager (CIM) is an optional additional service that allows you to store sensitive payment information on Authorize.Net‘s servers, simplifying payments for returning customers and recurring transactions. It can also help with Payment Card Industry (PCI) Data Security Standard compliance, since customer data is no longer stored locally.

To use the AuthorizeNetCimGateway CIM must be enabled for your account.

Information about CIM is available on the Authorize.Net website. Information about the CIM API is available at the Authorize.Net Integration Center

Login and Password

The login and password are not the username and password you use to login to the Authorize.Net Merchant Interface. Instead, you will use the API Login ID as the login and Transaction Key as the password.

How to Get Your API Login ID and Transaction Key

  1. Log into the Merchant Interface
  2. Select Settings from the Main Menu
  3. Click on API Login ID and Transaction Key in the Security section
  4. Type in the answer to the secret question configured on setup
  5. Click Submit

Methods

Constants

AUTHORIZE_NET_CIM_NAMESPACE = 'AnetApi/xml/v1/schema/AnetApiSchema.xsd'
CIM_ACTIONS = { :create_customer_profile => 'createCustomerProfile', :create_customer_payment_profile => 'createCustomerPaymentProfile', :create_customer_shipping_address => 'createCustomerShippingAddress', :get_customer_profile => 'getCustomerProfile', :get_customer_payment_profile => 'getCustomerPaymentProfile', :get_customer_shipping_address => 'getCustomerShippingAddress', :delete_customer_profile => 'deleteCustomerProfile', :delete_customer_payment_profile => 'deleteCustomerPaymentProfile', :delete_customer_shipping_address => 'deleteCustomerShippingAddress', :update_customer_profile => 'updateCustomerProfile', :update_customer_payment_profile => 'updateCustomerPaymentProfile', :update_customer_shipping_address => 'updateCustomerShippingAddress', :create_customer_profile_transaction => 'createCustomerProfileTransaction', :validate_customer_payment_profile => 'validateCustomerPaymentProfile'
CIM_TRANSACTION_TYPES = { :auth_capture => 'profileTransAuthCapture', :auth_only => 'profileTransAuthOnly', :capture_only => 'profileTransCaptureOnly'
CIM_VALIDATION_MODES = { :none => 'none', :test => 'testMode', :live => 'liveMode'
BANK_ACCOUNT_TYPES = { :checking => 'checking', :savings => 'savings', :business_checking => 'businessChecking'
ECHECK_TYPES = { :ccd => 'CCD', :ppd => 'PPD'

Public Class methods

Creates a new AuthorizeNetCimGateway

The gateway requires that a valid API Login ID and Transaction Key be passed in the options hash.

Options

  • :login — The Authorize.Net API Login ID (REQUIRED)
  • :password — The Authorize.Net Transaction Key. (REQUIRED)
  • :testtrue or false. If true, perform transactions against the test server. Otherwise, perform transactions against the production server.

Public Instance methods

Creates a new customer payment profile for an existing customer profile.

Options

  • :customer_profile_id — The Customer Profile ID of the customer the payment profile will be added to. (REQUIRED)
  • :payment_profile — A hash containing the elements of the new payment profile (REQUIRED)

Payment Profile

  • :payment — A hash containing information on payment. Either :credit_card or :bank_account (REQUIRED)

Creates a new customer profile along with any customer payment profiles and customer shipping addresses for the customer profile.

Returns a Response with the Customer Profile ID of the new customer profile in the authorization field. It is CRITICAL that you save this ID. There is no way to retrieve this through the API. You will not be able to create another Customer Profile with the same information.

Options

TODO

Creates a new payment transaction from an existing customer profile

This is what is used to charge a customer whose information you have stored in a Customer Profile.

Returns a Response object that contains the result of the transaction in params[‘direct_response’]

Options

  • :transaction — A hash containing information on the transaction that is being requested. (REQUIRED)

Transaction

  • :type — The type of transaction. Can be either :auth_only, :capture_only, or :auth_capture. (REQUIRED)
  • :amount — The amount for the tranaction. Formatted with a decimal. For example "4.95" (REQUIRED)
  • :customer_profile_id — The Customer Profile ID of the customer to use in this transaction. (REQUIRED)
  • :customer_payment_profile_id — The Customer Payment Profile ID of the Customer Payment Profile to use in this transaction. (REQUIRED)

Creates a new customer shipping address for an existing customer profile.

Options

  • :customer_profile_id — The Customer Profile ID of the customer the payment profile will be added to. (REQUIRED)
  • :address — A hash containing the elements of the shipping address (REQUIRED)

Deletes a customer payment profile from an existing customer profile.

Options

  • :customer_profile_id — The Customer Profile ID of the customer with the payment profile to be deleted. (REQUIRED)
  • :customer_payment_profile_id — The Payment Profile ID of the payment profile to be deleted. (REQUIRED)

Deletes an existing customer profile along with all associated customer payment profiles and customer shipping addresses.

Options

  • :customer_profile_id — The Customer Profile ID of the customer to be deleted. (REQUIRED)

Deletes a customer shipping address from an existing customer profile.

Options

  • :customer_profile_id — The Customer Profile ID of the customer with the payment profile to be deleted. (REQUIRED)
  • :customer_address_id — The Shipping Address ID of the shipping address to be deleted. (REQUIRED)

Retrieve a customer payment profile for an existing customer profile.

Returns a Response whose params hash contains all the payment profile information. Sensitive information such as credit card numbers will be masked.

Options

  • :customer_profile_id — The Customer Profile ID of the customer with the payment profile to be retrieved. (REQUIRED)
  • :customer_payment_profile_id — The Payment Profile ID of the payment profile to be retrieved. (REQUIRED)

Retrieves an existing customer profile along with all the associated customer payment profiles and customer shipping addresses.

Returns a Response whose params hash contains all the profile information.

Options

  • :customer_profile_id — The Customer Profile ID of the customer to retrieve. (REQUIRED)

Retrieve a customer shipping address for an existing customer profile.

Returns a Response whose params hash contains all the shipping address information.

Options

  • :customer_profile_id — The Customer Profile ID of the customer with the payment profile to be retrieved. (REQUIRED)
  • :customer_address_id — The Shipping Address ID of the shipping address to be retrieved. (REQUIRED)

Updates a customer payment profile for an existing customer profile.

Warning: if you do not provide a parameter in the :payment_profile hash, it is automatically set to nil at Authorize.Net. You will most likely want to first get the profile hash using get_customer_payment_profile and then only change the elements you wish to change.

Options

  • :customer_profile_id — The Customer Profile ID of the customer with the payment profile to be updated. (REQUIRED)
  • :payment_profile — A hash containing the values the Customer Payment Profile should be updated to. (REQUIRED)

Payment Profile

  • :customer_payment_profile_id — The Customer Payment Profile ID of the Customer Payment Profile to update. (REQUIRED)

Updates an existing customer profile.

Warning: if you do not provide a parameter in the :payment_profile hash, it is automatically set to nil at Authorize.Net. You will most likely want to first get the profile hash using get_customer_profile and then only change the elements you wish to change.

Options

  • :profile — A hash containing the values the Customer Profile should be updated to. (REQUIRED)

Profile

  • :customer_profile_id — The Customer Profile ID of the customer profile to update. (REQUIRED)

Updates a customer shipping address for an existing customer profile.

Warning: if you do not provide a parameter in the :address hash, it is automatically set to nil at Authorize.Net. You will most likely want to first get the profile hash using get_customer_shipping_address and then only change the elements you wish to change.

Options

  • :customer_profile_id — The Customer Profile ID of the customer with the payment profile to be updated. (REQUIRED)
  • :address — A hash containing the values the Customer Shipping Address should be updated to. (REQUIRED)

Address

  • :customer_address_id — The Customer Address ID of the Customer Payment Profile to update. (REQUIRED)

Verifies an existing customer payment profile by generating a test transaction

Returns a Response object that contains the result of the transaction in params[‘direct_response’]

Options

  • :customer_profile_id — The Customer Profile ID of the customer to use in this transaction. (REQUIRED)
  • :customer_payment_profile_id — The Customer Payment Profile ID of the Customer Payment Profile to be verified. (REQUIRED)
  • :customer_address_id — The Customer Address ID of the Customer Shipping Address to be verified.
  • :validation_mode:live or :test In Test Mode, only field validation is performed. In Live Mode, a transaction is generated and submitted to the processor with the amount of $0.01. If successful, the transaction is immediately voided. (REQUIRED)

[Validate]