Magento Set Up Guide

Introduction

The Synchrony Adobe Commerce/Magento Extension enables easy integration of the Synchrony Payment product, which allows you to support customer credit applications and purchases online. All authorizations, captures, and refunds are processed through the Magento payment gateway. Our extension allows customers to use Synchrony financing at checkout and complete their order seamlessly. Consumers can apply, be approved and Pay With Synchrony at Checkout in a seamless apply and buy flow.

 

Consumers with an existing Synchrony Credit Card on the merchant’s program, can choose to Pay with Synchrony, complete an account number lookup process, and use their account. Merchants will use their Magento console to process the payment as part of their normal order flow. Shipping the product will capture the order payment details, and initiate funding for the order. Funding is completed within two business days once order is shipped.

High-Level Steps to Integrate Adobe Commerce/Magento Extension

The high-level steps to install and configure the Synchrony Unifi Extension app to Magento site is as shown.

Prerequisites

Before installing and configuring the Adobe Commerce/Magento Extension app to your Magento site, make sure the following prerequisites are met:

• For new installations or to upgrade from a previous version of the Adobe Commerce/Magento Extension, contact Synchrony at eCommerce@syf.com and request the required credentials.
• You are familiar with Linux command line and have experience with web hosting.
• Experience in Linux, Apache, MySQL, PHP, and Stack development
• You have:
  • An active Magento 2 store with administrative access.
  • Magento marketplace account.
  • Access to the Adobe Commerce/Magento Extension available at https://commercemarketplace.adobe.com/synchrony-digital-buy-magento2-module.html. The official Adobe Commerce/Magento Extension release is distributed through Magento Marketplace.
  • Access keys to connect your Magento 2 store to the marketplace.
  • Composer.json file with your Magento 2 marketplace access keys.
• Composer is installed on the Linux system. To check this, type the following at the command prompt:  composer -d. If it's installed, the composer version is displayed. If it isn't installed, then it will display an error message indicating it doesn't exist. For information to install the composer, see https://devdocs.magento.com/guides/v2.3/install-gde/composer.html.

Installing and Integrating Adobe Commerce/Magento Extension

To install the Adobe Commerce/Magento Extension using the composer and integrate it into Magento site:

1. Using Putty, connect to your Magento 2 server via SSH and navigate to your Magento 2 root directory.
2. Install the Adobe Commerce/Magento Extension with composer using the following command: composer require synchrony/digital-buy-magento2-module:x.x.x. Replace x.x.x with the version you want to use. Example: composer require synchrony/digital-buy-magento2-module:3.0.6

   Note: Once you install the 3.3 extension, you can't downgrade to an earlier version.

   This command connects to the Magento marketplace and the internal repository, and then downloads and installs the extension. It also applies any patches if available.

   You can check if the extension is installed using the following command: composer show synchrony/digital-buy-magento2-module:x.x.x

   The name of the package, location of the files, dependencies, and the PHP version compatible with the extension are displayed. Any package that the composer installs is installed in the vendor folder.

3. Enable the Adobe Commerce/Magento Extension: bin/magento module:enable Synchrony_DigitalBuy
4. Run the following Magento 2 commands:
   • Upgrade Magento: bin/magento setup:upgrade
   • Compile dependency injection files: bin/magento setup:di:compile
   • Deploy static content: bin/magento setup:static-content:deploy

     Magento is performance dependent on the cache.

   • Clean the cache: bin/magento cache:clean
   • Flush the cache: bin/magento cache:flush
5. Verify that the Synchrony payment method is available in the Magento site:
   1. Log into the Magento admin panel.
   2. Click Synchrony on the left panel and then click Payment Options. The Configuration page is displayed.
   3. Scroll down to the Other Payment Methods section. Synchrony Unifi is displayed as a payment method.

Configuring Adobe Commerce/Magento Extension App

To configure the Adobe Commerce/Magento Extension:

1. Log into your Magento Admin Console.
2. Click Synchrony on the left panel and then click Payment Options. The Configuration page is displayed.
3. In the Other Payment Methods section, click Configure for Synchrony Unifi.
   
   The latest version of Adobe Commerce/Magento Extension is displayed indicating a new version is available. If you don't have the latest version, click How to Update for further information. This is connected to the Magento marketplace.

4. In the API Credentials section, provide the activation key or credentials for your Synchrony account to allow it to authenticate with the Synchrony APIs based on merchant enrollment. Both production and sandbox credentials can be configured independently.

   You can specify the following for Production and/or Sandbox. By default, it uses Sandbox, that is, the Use Sandbox is set to Yes. This allows you to test the payment method in development environments.

   • Do you have activation key (Yes/No): By default, it is set to Yes.
   • Activation Key: Enter activation key
   • Online shop domain: Enter domain
   • Add Row: If you have multiple domains, click on Add Row button and enter other domain
   • Proxy Enable (Yes/No): By default, it is set to No.
   • Click on Save Config to save the details.
   
   • Do you have activation key (Yes/No): By default, it is set to Yes. Select No, if you haven’t received activation key email.
   • Unifi API Partner ID: Enter the partner ID.
   • Unifi API Client ID: Unique identifier of the application.
   • Unifi API Client Secret: Password used for authentication.
   • Proxy Enable (Yes/No): By default, it is set to No.
   • Click on Save Config to save the details.

   Note: Unifi API Partner ID is the same for Production and Sandbox. However, internally the URLs are different. The Partner ID, Client ID, and Client Secret are provided by your Synchrony account representative.

   
5. In the Synchrony Unifi Payment section:
   • Enable Synchrony Unifi Payment: Set it to Yes to enable the payment method.
   • Title: Name for the payment method. By default, it is Credit Card (Synchrony). You can change it if you want to. This will be displayed in the payment method section during checkout.
   • Payment Action: Select one of the following:
     • Authorize Only: Allows authorization only. It will not capture the payment at the time of the order. Instead, payment must be manually captured in the form of an invoice.
     • Authorize and Capture: Allows authorization and settlement in the same transaction. It will capture the funds immediately at the time of the order.
   • Sort Order: The location in which the Synchrony payment method will be seen next to other payment methods when the customer is on the Payment Method screen in checkout. Merchant can have multiple payment methods configured. The lowest value will be prioritized and displayed first.
     
   • In the Common Payment Settings section, select both the Use system value check boxes and don’t change any value.
     
   • In the Synchrony Unifi Marketing section, for Display Area, the Product page, Cart pages, and Checkout pages are selected by default. Its recommended to use the default settings.
     
   • In the Advanced Settings section, use the default values.
     
   • Click Save Config. The configuration settings are saved.

Upgrading Adobe Commerce/Magento Extension

For information about upgrading the Adobe Commerce/Magento Extension, see https://devdocs.magento.com/guides/v2.3/comp-mgr/cli/cli-upgrade.html

Effective Usage of Adobe Commerce/Magento Extension

This section provides information about promotions that you can use through Adobe Commerce/Magento Extension. You can set it up on the Magento site and then contact your Synchrony account representative to implement the requirements at the backend.

Promotions

Promotions are financing offers, such as 6 months deferred interest. Each promotion has a cost, which is expressed as the Merchant Discount Rate. This Merchant Discount Rate is subtracted from the funded amount of the purchase, and this amount represents the cost of financing provided by Synchrony. Merchants cannot pass on the cost of financing to consumers. Available promotions are determined by Synchrony.

 

The Merchant Discount Rate is determined by the Product Solution selected during enrolment. If you would like to discuss other Product Solution sets, please contact Synchrony at 1-800-333-1082 or email us at eCommerce@syf.com

Troubleshooting

There are several reasons that extension fails to install properly. Sometimes third-party extensions associated with shipping, tax and one step checkout can cause issues with sub-total and grand total calculations. Certain themes and front-end customizations can cause display issues as well. It is recommended that you contact your Synchrony representative and schedule a technical call with the installation team and configuration experts. Make sure to include your Magento version and a recent set of logs with your request.