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  Direct Bank Transfer in Shopware:

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

4. Interface installation

If you have bought the module in the marketplace of Shopware, you will see it in your shopystem. In this case please carry on at category 5. Module Configuration. If you do not use the preinstalled module, carry out the following steps. Otherwise, you may skip the upload and continue installing the Direct Bank Transfer module.

4.1. Interface download

In order to use Direct Bank Transfer in your shop system, you first have to download the Direct Bank Transfer module for Shopware: https://www.sofort.com/integrationCenter-eng-DE/.

4.2.Direct Bank Transfer module upload in Shopware 

To integrate the interface for Direct Bank Transfer  products, proceed as follows:

1. Open the admin interface of your Direct Bank Transfer. shop, go to the menu item "Configuration > Plugin Manager" and click the button "Upload Plugin"

   

2. Insert the previously loaded ZIP file in the field "Upload plugin".

   
3. Finally, click the button "Upload plugin".

4.3. Payment method installation

The next step after uploading the Direct Bank Transfer  module is the installation.

Locate the payment module of Sofort GmbH namedDirect Bank Transfer in the list. Click the green plus sign to the right of the module (if a blue, round arrow is displayed to the right of the plus sign, click it before the installation to update the module).

5. Module configuration

After successfully uploading and installing the Direct Bank Transfer  module, A tab opens with the Payment Method Settings, where it can be configured. 

5.1. Payment method configuration

1. Go to "Configuration > Plugin Management" in your admin area.

2. Click the ''Pencil Button'' in the left column in the menu item "Inactive (Plugins)" for Direct Bank Transfer. If the module has been integrated correctly, the available payment methods for this module will open in a new Tab.

   
3. A tab will open where you can click ''Activate'' in order to activate the module. 
   
4. Enter the configuration key from the Direct Bank Transfer  merchant menu in the field "configuration key" and press "Save".
5. The following expert settings might be edited but are not necessary for the proper function of the module.

Reason 1/Reason 2: here you can define the default reason for the Direct Bank Transfer transaction. The following replacement parameters can be used:

• • -TRANSACTION- Transaction ID of the Direct Bank Transfer  Transaction
  • {{customer_id}} - customer id of the buyer
  • {{customer_name}} - name of the buyer
  • {{customer_company}} - company name of the buyer
  • {{customer_email}} - email address of the buyer
  • {{shop_name}} - the name of the shop

• Activate logging: if activated the API calls will be logged (at "Configuration > Logfile > Sofort Payment Logs"). For privacy reasons, this should only be activated for debugging purposes.
• Recommended payment method: if activated the payment method will be shown as "(recommended payment method)".

Status settings

• • Temporary - define the status for orders that have not been paid yet.
  • Confirmed payment - define the status for orders that have been successfully executed with Direct Bank Transfer 
  • Receipt of payment - define the status for orders for which the amount has been received on the bank account. Only available if you have a Deutsche Handelsbank account.
  • Aborted payment - define the status of orders that have been aborted.
  • Check order - define the status of orders that need to be checked due to a payment loss. Only available if you have a Deutsche Handelsbank account.
  • Partial refund - define the status of orders that have been partially refunded.
  • Refund - define the status of orders that have been completely refunded.After installing and configuring the module, the respective payment method must finally be activated to be displayed to your customer when selecting a payment method (see next chapter).

5.2. Individual payment method activation

1. Go to "Configuration > Payment methods" in the admin area of your shop. All available payment methods are displayed.

2. Click the desired payment method Direct Bank Transfer. You may now adjust specific shop settings as regards this payment method, e.g. availability for certain countries, surcharges, etc.

   
3. Enable the checkbox "Active" to activate the module.
4. In the field "Position" you may determine the placement of the payment method in the payment selection list (the lower the number, the higher up the payment method will be placed).

5.3. Mapping the payment method with the shipping costs

1. Navigate to "Configuration > Shipping costs"
2. Do the following steps for each shipping cost entry that should be used together with Direct Bank Transfer:
   1. Click on the pencil symbol to edit the shipping cost entry
   2. Choose the payment method Direct Bank Transfer on the tab "Payments", click on the right arrow and choose "Save".

5.4. Finalization of the configuration

In order to apply the edited settings, you need to clear the shop cache. Click "Configuration > Caches / Performance" and choose the options of the following screenshot. Confirm your selection by clicking "Clear".

Information on orders paid by Direct Bank Transfer can be found in "Customer > Orders".

6. 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 GmbH merchant area.
2. Place an order in your shop / system and choose Direct Bank Transfer. 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?

7. 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.

8. 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.