Overview
↑ Back to topElavon Converge is only available for merchants in the United States and Canada.
As of WooCommerce 8.3, Cart and Checkout blocks are available as the default experience. WooCommerce Elavon Converge is now compatible with those blocks!
Requirements
↑ Back to top- WooCommerce 3.5+
- WordPress 5.2+
- PHP 7.0+ (you can find this under WooCommerce > Status)
- An SSL certificate
- An active Elavon account. Contact Elavon to open an account.
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- Your Elavon account must be set up for eCommerce, not only Phone / Catalog. Contact your merchant representative for assistance.
- Your Elavon account must be set up to support SSL. Contact your merchant representative for assistance.
- Elavon requires that your store have a “Shipping Policy” page.
- In your Elavon account, ensure that only fields sent to Elavon by this plugin are required. You don’t have to require these fields, but you must not require fields that the plugin does not send.
- If you intend to use the following features, they must first be enabled in your Elavon account by contacting your Elavon representative:
- Use tokenization to support Subscriptions, Pre-Orders, and saved payment methods. Ask your representative about any other account settings that are required to support tokenization to ensure it’s fully supported by your merchant account.
- Allow payment authorizations instead of immediately capturing payment.
- Process refunds in WooCommerce.
- Accept eCheck payments.
- Support multi-currency transactions.
- To use Checkout.js for improved PCI compliance, call Elavon support at 1-800-377-3962 | option 2 | option 2, and ask to add your URL and IP address to the allowed list and set your API user with permission to post a session token request. You’ll need your account ID handy! Make sure to ask about any other settings you’ll need to take care of for Checkout.js.You can locate the IP address and URL address to whitelist with Elavon Converge on the plugin settings page below the Account ID field.
- You’ll also want to verify the IP Address API settings in your Elavon merchant account by going to Converge Account > Settings > Fraud Prevention Rules >API IP Address Allowed List. Here you’ll see a list of approved IP addresses with checkboxes for the XML and Checkout.js API levels. Only the Checkout.js level should be checked. If you see that the Enable IP Address Settings for XML API is also checked, you’ll need to contact Elavon support and request that they disable this.
Installation
↑ Back to top- Ensure your store meets the plugin requirements.
- Download the extension from your WooCommerce dashboard.
- Go to Plugins > Add New > Upload and select the ZIP file you just downloaded.
- Click Install Now and then Activate.
- Click Configure and read the next section to learn how to set up the plugin.
Getting started
↑ Back to top-
- Login to your Converge account.
- Go to Employees and select the employee with the name “apiUser”.
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- On this page, you can find the Account ID in the top-right corner, the User ID in the User Information section, and the PIN by clicking Show PIN.
- Copy these credentials to paste in the plugin settings.
Note: You may have additional steps to complete based on the gateway features you want to use! Click here to review the plugin requirements.
Credit card settings
↑ Back to top- Enable / Disable: Allow customers to use this gateway to checkout.
- Title: The name shown for the payment during checkout and on the Order Received page.
- Description: The text shown under the gateway’s title during checkout. Limited HTML is allowed.
- Card Verification (CSC): Require customers to enter their card security codes when checking out. This can be useful if you have requirements in your Elavon account for CV2 verification.
- Saved Card Verification: Display the Card Security Code field when customers are paying with a saved credit card.
- Transaction Type: Controls how transactions are submitted to Elavon. Select “Charge” to automatically capture payments. If you select “Authorization”, you must manually capture and settle payments in your Elavon control panel or on the WooCommerce orders screen after the transaction has been submitted. Your Elavon account must allow “Authorize Only” transactions to use the “Authorization” setting. Click here to read more about capturing transactions.
- Charge Virtual-Only Orders: If Transaction Type is set to “Authorization”, enable this to automatically capture charges for orders with only virtual products. For downloadable products, this will grant downloads access right away.
- Capture Paid Orders: If Transaction Type is set to “Authorization”, enable this to automatically capture charges when orders move to a paid status.
- Accepted Card Logos: Determines which card logos are displayed during checkout. This has no impact on which cards are accepted by your merchant account.
- Tokenization: Let customers save their payment methods for future use at checkout. This is required for Subscriptions or Pre-Orders. This must be enabled in your Elavon account before you can support tokenization in WooCommerce. Click here to read more about saving payment methods.
- Detailed Decline Messages: Display detailed messages to customers to provide reasoning for declines instead of a generic error message when possible. Click here to read more about detailed decline messages.
- Debug Mode: Enable when you’re having issues processing transactions. You can choose to log API requests directly on the checkout page, save them to the WooCommerce > Status > Logs page, or both. As a best practice, please do not enable this setting unless you’re having issues with the plugin.
- Environment: Switch between “Demo” and “Production” credentials. Set to “Demo” to send transactions to an Elavon demo account for setup / troubleshooting. Ask your Elavon representative for test credit card numbers to use in demo mode.
- Share connection settings: If using the credit card and eCheck gateways, select this setting to share credentials between the gateways so you don’t have to enter them twice.
- Account ID: Follow the steps above to retrieve your account ID.
- User ID: Follow the steps above to retrieve your user ID.
- PIN: Follow the steps above to retrieve your PIN.
- Multi-Currency: Enable process transactions in a currency other than your terminal currency for Visa and Mastercard only. Multi-currency must be enabled in your Elavon account before you can support it in WooCommerce. Click here to read more about multi-currency.
- Merchant Terminal Currency: If Multi-Currency is enabled, select your terminal currency so the plugin knows when to use multi-currency versus running the transaction normally.
eCheck settings
↑ Back to top- Enable / Disable: Allow customers to use this gateway to checkout. Your Elavon account must have eChecks enabled to enable this payment method.
- Title: The name shown for the payment during checkout and on the Order Received page.
- Description: The text shown under the gateway’s title during checkout. Limited HTML is allowed.
- Detailed Decline Messages: Display detailed messages to customers to provide reasoning for declines instead of a generic error message when possible. Click here to read more about detailed decline messages.
- Debug Mode: Enable when you’re having issues processing transactions. You can choose to log API requests directly on the checkout page, save them to the WooCommerce > Status > Logs page, or both. As a best practice, please do not enable this setting unless you’re having issues with the plugin.
- Environment: Switch between “Demo” and “Production” credentials. Set to “Demo” to send transactions to an Elavon demo account for setup / troubleshooting.
- Share connection settings: If using the credit card and eCheck gateways, select this setting to share credentials between the gateways so you don’t have to enter them twice. We strongly recommend enabling this if you’re using both gateways!
- Authorization Terms: Enter an authorization message that your customers will see at checkout. You can optionally use
{order_total}to insert the total order value in the message.
Managing orders
↑ Back to topCapture charges
↑ Back to topNote: If your Transaction Type setting is set to “Charge”, you can’t use the Capture button.
Automatic refunds
↑ Back to topNote: Automated refunds aren’t supported for eChecks.
Void transactions
↑ Back to top- If your Transaction Type setting is set to “Authorization”, you can void when the transaction has been authorized but not yet captured.
- If your Transaction Type setting is set to “Charge”, you can void when the transaction has not yet been settled (e.g. funds haven’t been transferred from the customer’s account to your Elavon account).
Gateway features
↑ Back to topSaving payment methods
↑ Back to topNotes:
- Only credit cards can be saved, Elavon does not support tokenization for eChecks.
- When using WooCommerce Subscriptions, customers cannot delete payment methods that are associated with active subscriptions. Click here to read more about saving payment methods with Subscriptions.
Multi-currency support
↑ Back to top- You must have multi-currency enabled for your Elavon account before you can use this feature in WooCommerce. Contact your Elavon representative for assistance. If you try to run transactions when this feature isn’t enable on your Elavon account, you may see the following error at checkout:
Transaction currency not allowed for this terminal. - Multi-currency is only available for VIsa and Mastercard transactions. If the plugin detects the order is using multi-currency, only these card icons will be displayed at checkout.
- If your shop base currency is not USD or CAD, multi-currency support is required. The Elavon payment gateway won’t show at checkout until this is enabled, as Elavon only provides accounts in USD or CAD.
Note: WooCommerce Elavon Converge does not include currency switching functionality – there are a number of plugins that support this feature, but we recommend Aelia’s Currency Switcher for WooCommerce, which works with this plugin and is tested with most WooCommerce extensions.
Frequently asked questions
↑ Back to topQ: Can I capture a higher amount than was authorized, like a restaurant? A: Elavon, along with many other ecommerce payment processors, can’t do this for card-not-present transactions, such as online payments. You may only capture up to the value of what was authorized.
Q: What is a velocity filter? A: If transactions are getting declined and there’s a velocity filters message. You can check this by going to their Settings > Fraud Prevention Rules, and check the following filters:
Q: Why have the credit card fields moved from the Checkout page to a separate payment page since I switched to Checkout.JS? A: With the introduction of Checkout.JS, the ability to have a one-page checkout is no longer possible. This is primarily because we require the order to be created first before the request for payment is sent to Elavon. An order within WooCommerce doesn’t get created until you get through checkout, so the order object data (including order number, for example), won’t be available until someone gets through the first checkout page. The plugin creates the order in WooCommerce and then moves the customer to the order-pay page, where the Checkout.JS payment fields will be located. This is so that we can send all the necessary data Elavon requires to process the payment. As a result of the order creation, if the payment isn’t made on the payment page, an order will still be created and remain in the Pending Payment status for review.
Troubleshooting
↑ Back to topDecoding error messages
↑ Back to top[4009] Required Field Not Supplied
This indicates that you’ve required a field in your Elavon account that the plugin cannot include. Click here to view a list of all fields that WooCommerce Elavon Converge will send, and please check your merchant account to ensure fields that don’t appear on this list are not required.
Tokenization Request Failed: [4014] Not Permitted – This terminal or user id is not permitted to process this transaction type
This indicates that your Elavon account is not set up to support tokenization / saving payments. Please contact your Elavon representative to fix this.
PIN Invalid [4015] The PIN supplied in the authorization request is invalid.
This may be due to your PIN number being entered incorrectly in the plugin settings. Click here for instructions on finding your PIN. If that doesn’t resolve the issue, please contact your Elavon representative or technical support to ensure your account is enabled for eCommerce, not just Phone / Catalog.
HTTP POST transactions are not allowed for this account.
This means your Elavon account does not have SSL support enabled. Please contact your Elavon representative for assistance.
An error has occurred, please try again or try an alternative form of payment
This generic error message could be receive in a few different circumstances, such as:
- Your credentials are invalid. Click here for steps on retrieving your account credentials.
- If your Transaction Type setting is set to “Authorize”, you may need to confirm with your Elavon representative that your account can authorize payments without immediate capture.
- If neither of these explain the issue, please enable the Debug Mode setting and try again to get a more specific error message. If the error message isn’t clear, please contact support and share the error with our team!
Other issues
↑ Back to top- Please ensure that your site meets the plugin requirements — please pay special attention to the special Elavon requirements!
- Check the FAQs to see if they address your question.
- Confirm that your credentials are correct.
- Contact Elavon support and ask them to double-check that the ‘XML’ security level is disabled. When enabled, this security level can interfere with transaction processing, particularly through Checkout.js.
- Enable the Debug Mode setting and review the errors codes/messages provided by Elavon. If the error code indicates an issue with the plugin, please contact support and include the logs to help us troubleshoot.