Payment Connector Upgrade

Note: Institutions using NelNet and NelNet QuickPay are not required to perform any actions regarding the configuration steps. These steps are exclusively intended for clients transitioning from NelNet HPP to NelNet Campus Commerce.

Item 1: Edit Payment Connector Record Types (NEW Nelnet Campus Commerce ONLY)

1. Navigate to Setup and search for Profiles.
2. Click the System Administrator profile.
3. Click Object Settings.
4. Select Edit next to Payment Connectors.
5. From the Record Types and Page Layout Assignments, select Nelnet Checkout Layout and Add.
6. Save your changes.

Item 2: Assign Page Layout (NEW Nelnet Campus Commerce ONLY)

1. Navigate to Setup and select Object Manager.
2. Click the Payment Connector object.
3. Navigate to the Page Layout section and select the Page Layout Assignment button.
4. Select Edit Assignment.
5. Scroll to the Nelnet Checkout Connector column and select the column.
6. In the Page Layout To Use list, select Nelnet Checkout Layout.
7. Save your changes.

Item 3: Create a new Payment Connector record (NEW Nelnet Campus Commerce ONLY)

Follow the steps below to create a new payment connector record:

1. Click the Payment Connectors tab.
2. Click the New button.
3. Choose your payment gateway in the Record Type list and select Continue.
4. Using the documentation provided by your payment gateway vendor, enter the information needed to create the connector.
   • ALL payment connectors require a Gateway Account Name. This name will be used when setting up your default Payment Gateway and when applying it to the online application or events products. 
5. Click Save.

Item 4: Update Payments Permissions (NEW Nelnet Campus Commerce ONLY)

Profiles or permission sets need to be updated to grant users access to the new Apex Class, NelnetCheckoutResponseHandler.

Note: If you have applied customized permissions to this permission set you will want to use the manual steps below (Option 2).

Option 1: Regenerate the Payments permission set

1. Navigate to the Permission Scanner tab.
2. Select the Product/Feature = Payments and Version = the version you are upgrading to (e.g. 2505.x).
3. Select the checkbox for Use @Future to generate Permission Set if you want to have the process run in the background.
4. Click the Generate Permission Set button.
5. The updated permission sets will retain the currently assigned users. If needed, you can assign the Permission Sets to additional users.

Option 2: Manually implement these changes to the necessary Profiles and/or customized permission sets

1. Navigate to Setup and search for Profiles.
2. Click on the System Administrator profile.
3. Click Apex Class Access.
4. Select Edit in the Apex Class Access section.
5. Add the NelnetCheckoutResponseHandler Apex Class.
6. Save your changes.

Item 5: Add Remote Site Settings (NEW Nelnet Campus Commerce ONLY)

If you are using Nelnet Campus Commerce, you must add additional Remote Site Settings for sandbox and production:

1. Navigate to Setup and search for Remote Site Settings.
2. Click New Remote Site.
3. Enter the following information, depending on whether you use a sandbox or production org. You will need to create TWO remote sites for sandbox and TWO for production: 
   • Suggested Remote Site Name: Nelnet_Campus_Commerce_Checkout
     • Remote Site URL: https:// login-preview1.nelnet.net
   • Suggested Remote Site Name: Nelnet_Campus_Commerce_Checkout2
     • Remote Site URL: https://preview.campuscommerce.com
4. Active: should be checked. 
5. Click Save.

Item 6: Update Payment Response URL (NEW Nelnet Campus Commerce ONLY)

1. Login to the gateway dashboard.
2. Go to Integrations > Subscriptions > Your Subscription Name > Webhook Settings > URL
3. Update the URL to use the appropriate sf_site_domain and sf_site_path: https://{sf_site_domain}/{sf_site_path}/services/apexrest/targetx_payment/nelnetCheckout/
    

Item 7: Your Upgrade is Complete

No further configuration is required. You may proceed to the Recruitment Manager Upgrade.