1. Introduction to ''Direct Bank Transfer''

Customers (end customers) do not have to register for 'Direct Bank Transfer'': They make a fast and easy payment using their online banking details. Thanks to real time acknowledgement of the transfer order, you as a merchant can immediately ship the goods or provide services. Furthermore, you can optionally offer buyer protection, providing additional security for your customers.

From your customer's perspective, a ''Direct Bank Transfer'' transaction consists of the following steps:

As soon as payment by 'Direct Bank Transfer'' is requested, the customer is redirected to a ''Direct Bank Transfer'' page.

Below the overview of the transfer data (recipient, reason, amount), your customer is requested to enter the sort code.

Subsequently, your customer is asked to log on by entering the online banking details.

After successful logon, the customer has to confirm and release the transfer by entering a valid confirmation code.

If a valid confirmation code has been entered, the transfer is authorized and your customer will receive a summary of the executed transaction.

Finally, the customer is redirected to your online shop with one click.

2. Integration steps

The following steps are required to integrate  in :

1. Register as a merchant on our website https://www.sofort.com/register
2. Create a new SOFORT project and configure it
3. Install the SOFORT module in the shop
4. Set up the SOFORT module in the administration backend of your shop

4. Registration at ''Direct Bank Transfer''

In order to be able to offer ''Direct Bank Transfer'' in your shop, a customer account with ''Direct Bank Transfer'' is required.

If you do not have such an account you may register at https://www.sofort.com/register.

After your registration, you have to be logged on in the merchant area and have to create a project for your system / online shop. If you do not use  ''Direct Bank Transfer'', you have to activate the desired product. Go to "My account > Product activation" in the left navigation bar.

5. Create new SOFORT project

To set up a project, click "New project" in the left column and create a SOFORT Gateway project. If you already us another SOFORT payment method in your shop, you may activate  in the project that already exists.

Functions such as automatic refunds and buyer protection are only available if you provide a Deutsche Handelsbank account. You will have the possibility to apply for a Deutsche Handelsbank account during project setup.

Complete your project data now. The most important settings are:

General settings

• Project name: Enter the name of your shop here.
• Shop system: Select your shop system.
• Industry: Select your industry.
• Website: Enter the URL of your online shop.

Address

The address entered here will be displayed to your customer on our payment wizard.

Bank account information

Enter your bank information here for the receipt of payments. Please keep in mind that international transactions in other currencies require a corresponding currency account. After you have created the project, you may store additional bank information for foreign currencies (e.g. a Złoty currency account for transactions from Poland) in the "Extended settings".

Settings for all payment methods

Select your merchant profile first:

• Merchant/Shop provider: Select this profile if you offer goods for sale.
• Content provider: Select this profile if you offer digital goods (downloads, credits, etc.) or services for sale.

Automatic redirection: Please activate this option

Please do not change the other settings as they are determined by the module.

Buyer protection

If you have a Deutsche Handelsbank account, you may activate buyer protection. Your account must be activated for this feature; please check with Deutsche Handelsbank for this purpose. More information on Deutsche Handelsbank and buyer protection can be found at https://www.handelsbank.com/

Payment methods

Activate  here by enabling the checkbox.

• Test mode: By activating this option, you can test . More information can be found in the "Testing" chapter. Test transactions and real transactions are possible in parallel. However, we recommend to deactivate the test mode for productive operation.

• Block sender country: Leave this option disabled.

Configuration key

After you have created the project, you can view the configuration key in your project. Please store this key with your module.

Project logo

After you have created the project, you can upload a logo of your shop or company in the "Extended settings". This logo will be displayed on our payment wizard instead of the registered address.

6. Interface installation

It is recommended to make a backup copy of your shop and database before you make any changes in your shop.

6.1. Uninstallation of the old module (Version < 1.1.0)

If you have already been using the old version of the SOFORT interface, you should uninstall it before installing the new module. Please proceed as follows:

1. Log in to your Magento Admin and navigate to “System → Magento Connect → Magento Connect Manager”
2. Go to the package „Mage_SOFORT Überweisung“, select the action „Uninstall“, and click the button „Commit Changes“.

6.2. Module installation

To provide the module for your Magento Shop, you have to install it using the Magento Connect Manager.

Request extension key

You will receive the corresponding extension key from the following URL:

http://www.magentocommerce.com/magento-connect/Payment-Network/extension/3725/pn_sofortueberweisung

Click „Install now“ and follow the instructions.

Instead of requesting the extension key there, you can also copy the following code to the corresponding field of your Magento Connect Manager (see below):

Magento Connect 1.0:

magento-community/pn_sofortueberweisung

Magento Connect > 1.0:

http://connect20.magentocommerce.com/community/pn_sofortueberweisung

6.3. Extension installation

Return to the admin area of your Magento Shop.

• Go to the setting System → Magento Connect
• Log in in the new window. You must have administration rights to install extensions with the Connect Manager.
• Paste the corresponding extension key to the field „Paste extension key to install:“.
• To install the extension, click the button „Install“. A console area will open to carry out the installation process. If the module has already been installed and a new module version is available, you can install an update by clicking „Check for Upgrades“.
• The installation has been completed. If you activated the cache in Magento, you have to update it to display the module in the shop.

If you want to use modules for Magento which are still in the beta phase, you may have to allow modules with beta status to be installed. Click the tab „Settings“ in the Magento Connect Manager and select „Preferred State“ Beta in the dropdown list. Please note that beta modules are not final versions and may contain errors.

7. Module configuration

1. Go to System → Configuration in your shop backend.
2. Select „Payment methods“ in the left menu.
3. Select the module „SOFORT Ueberweisung and other SOFORT-products“.
4. Activate SOFORT by enabling the checkbox.

The following settings can be made:

Base Settings:

Choose countries: Availability of SOFORT in a certain country can be defined here.

Configuration key: Enter the configuration key of your SOFORT Gateway-Project here. The settings of your project can be viewed in the merchant menu of SOFORT. You have to enter the configuration key in order to use this plug in.

Banner or text in the selection of payment methods: Choose the presentation of SOFORT in the checkout. You can choose between a banner or a logo and short description.

Advanced Settings:

• Sort sequence: You may determine the position in the payment selection.
• SOFORT with buyer protection: If buyer protection is activated in your project settings you can activate it in your shop here.
• Confirmed order status: Define the status for orders which have been successfully completed by SOFORT.
• Order status for non-payment: Define the status for orders which require a check.
• Reason: Define the reason which shall be used for the bank transfer. You can use the listed replacement parameters in order to fill this field dynamically with the desired parameters. The values will be filled by SOFORT.

8. Testing

In order to check the correct integration in your shopsystem please perform a test transaction by placing an order directly in your shop. The single steps are:

1. Activate the test mode in the desired project in the SOFORT merchant area.
2. Place an order in your shop / system and choose as the payment method.
3. In order to simulate German sender bank accounts use "88888888" (8x "8") on our payment form, for Belgium choose "Others" and "999" (3x "9") and for all other countries "00000" (5x "0") or select "Demo Bank". The following requested data can be chosen randomly with at least 4 digits. (Instead of the test bank code a country specific test BIC will shortly be available: "SFRT{ISO-country code}20XXX", e.g. "SFRTDE20XXX" for Germany)
4. Please check if the redirect works properly:
   1. Redirect after successful payment to success page?
   2. Are all notifications sent properly?
   3. Order in your shopsystem is created correctly and status is updated accordingly?

9. Support & Contact

The ''Direct Bank Transfer'' team will be available if you need help.

You may send us an email at service@sofort.com.

We are also glad to assist you in case of technical issues:

Technical support:
Phone: +49 (0)89 24 88 37 691
Email: integration@sofort.com

Business hours:
Monday to Thursday: 8:30 a.m. to 6:00 p.m.
Friday: 8:30 a.m. to 5:00 p.m.

10. Legal Notice

SOFORT GmbH
Theresienhöhe 12
80339 Munich
Germany

Support for customers
Phone: +49 (0)89 24 88 37 690

Support for merchants
Phone: +49 (0)89 24 88 37 692

info@sofort.com
www.sofort.com

Directors

Felix Würtenberger
Wilhelmus Geerling Klaassen

External Data Protection Officer
Mr. Michael Schramm, LL.M. 
For privacy questions please contact us at: datenschutz@sofort.com

Registered at the District Court Munich
HRB 218675
VAT-ID: DE248376956

© SOFORT GmbH. All rights reserved, including the translation.

The documentation including all published content is protected by copyright. Reprints or reproduction of any kind and processing, duplication, and distribution using electronic systems of any kind shall only be permitted with prior written consent of SOFORT GmbH.

The contents of this documentation and the implementation of the information contained therein may only be used at your own risk. SOFORT GmbH assumes no responsibility for the function of individual programmes or of parts of them. In particular, SOFORT GmbH assumes no responsibility for possible damages resulting from the use.