A Customer Setup Guide for Sage Pay (Protx)

A Customer Setup Guide for Sage Pay (Protx)

This guide has been written to assist customers who require a Sage Pay account.

Although MMC has selected Sage Pay as its preferred PSP (Payment Service Provider) it is still you, the customer, who owns the account, just as you own your merchant number(s). Some customers prefer MMC to assist them with the set up of their Sage Pay account, but others are happy to complete this task themselves. Once armed with all of the relevant information, the setup process is not difficult. In fact Sage Pay have gone some way to making your application relatively straight forward. In this document we have included screen shots of the various stages involved. You may find that you need to increase the magnification of this document, as the images included can be difficult to read. Each stage is numbered and has a brief description of the information required. Remember if you get into difficulty at any point, a call to Sage Pay or our Sales Team will steer you in the right direction.

Before you get started you will need:

General company details (address etc)
Company VAT and Registration number
Address and contact name for your accounts department
Address and contact name for MMC (as technical contact)
Merchant number(s)
Bank sort and account number where the funds will be transferred
Bank sort and account number for Sagepay charges

Step 1: Go to Sage Pay

Click on the "Apply Now" button on the far right of the Sagepay home page.

Step 2: General Protx Information

Select "Apply" button to setup your new account.

Step 3: Personal / Company Details

Specify an email address.
-Enter your email address and confirm it.
Enter your contact details.
-Enter your company details.
Select the "Create Account" button.

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Important
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You will now receive an email to the address you specified. Follow the link in the email, click Next, then enter your email address and password supplied within the email.

Step 4 – Changing your password

Please change your password.
-Enter a new password and confirm it to access your online account.
Select "Next" button to proceed

Step 5- Company Details

Your Company details .
-Enter your:
Company registration number
Company VAT number
Your company website
Select “Next” button to proceed

Step 6 – Contact Details

Primary Contact Details
-This information should be partly pre-filled based on your previous data.
Technical Contact Details
-Enter MMC’s name and address details. This allows MMC to have technical access to your account.
Select “Next” button to proceed

Step 7a Merchant account details

How do you want to take payments?
-Sagepay is asking if you will be registering a:
MOTO merchant number
Used for orders taken over the phone or via post.
e-Commerce merchant number.
Used for orders taken over the internet
Or both. Dual payment types
Do you want to process recurring payments?
-Not normally applicable to most customers, unless you are selling subscription services.
Select “Next” button to proceed

Step 7b E-commerce Merchant Number

Enter you E-Commerce Merchant Account Details
(if trading online, see Step 7)
-Enter the details of the bank account where for the funds will be transferred to.
-Enter the E-Commerce merchant bank details
Select “Next” button to proceed

Step 8 Merchant Number Review

Verify your merchant numbers are correct.
Select "Next" button to proceed

Step 9 Payment Options

Select the card types you wish to process?
-Please refer to your merchant bank to verify which card types you can take.
Select “Next” button to proceed

Select the card types you wish to process?
-Please refer to your merchant bank to verify which card types you can take.
Select “Next” button to proceed

Step 10 Technical Details

Quantity of transactions
-Select the appropriate option for this

Shopping cart question
-Select "No" to this question.
MMC will be using a "bespoke" solution to connect to Sagepay

Step 11 – Billing

Enter the bank account details where Sagepay can charge for its services.
Select "Next" button to proceed

Step 12 Confirmation

-Review and confirm that all the information you have supplied is correct.

-If you are completing this process without MMC's direct assistance, you will need inform MMC that we can now begin the test phase. MMC will need your Sagepay account login details and your VSP Vendor name, so please have these to hand.

Preparing to go live
MMC will now integrate your shopping cart with your Sagepay account. We estimate that this process will take around 7 to 14 days.

If you intend on processing Maestro cards (previously Switch) you will require the 3D authentication system. The 3D system (a combination of "Verify by Visa" and "Master Code") is the process of requiring a customer to enter a password to verify their card credentials when making an online purchase. The scheme is gradually being adopted by all the card providers, but is a mandatory requirement before you can start processing Maestro cards.
During the account setup phase (7-14 days), we will request that Protx add the 3D secure service to your account. Protx in turn request the 3D details from your bank, which takes around 14 working days and should run alongside the setting up of your Protx account.

Mandatory requirements to one side, the 3D secure system does offer you as the e-trader, a much improved level of fraud protection and is a must in today’s E-Commerce environment.

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Once your Sagepay account has been set up and your shopping cart has been integrated, you will need to liaise with MMC on the next step.

MMC Ltd