Uses the Initiate Transaction endpoint.
Before you start #
On the Plugin settings page, make sure you’ve entered your credentials and endpoint – see the Setup page for information.
Collect Data #
You will need to collect/prepare:
- Amount
- Currency Code
- Merchant Reference
- Merchant Homepage URL
- Success URL
- Failure URL
- Cancellation URL
- Notification URL
Create a Workflow #
Create a Workflow, and add the “POLi – Initiate Transaction” action from the “Plugins” tab of the Actions list.
Each parameter in the action settings matches a parameter in the POLi documentation.
Amount #
Payment amount as a decimal number, eg. 12.34
Currency Code #
3-character currency code for the transaction eg. AUD or NZD
This must match the currency of your merchant account
Merchant Reference #
Unique reference for the transaction – maximum 100 characters
Merchant Homepage URL #
The complete merchant URL is displayed in the merchant information on the POLi landing page
Success URL #
The complete URL to redirect the customer to if the transaction is successful
Failure URL #
The complete URL to redirect the customer to if the transaction is not successful
Cancellation URL #
The complete URL used to redirect the customer to if they cancel the transaction.
Notification URL #
The complete URL where POLi will deliver the Nudge POST to
You might like to make this a URL for a Backend Workflow.
Parse Response #
The response will contain:
Success #
Yes/No – whether the transaction was successfully initiated
NavigateURL #
The URL for checkout
ErrorCode #
The error code if Success was no
ErrorMessage #
The error message if applicable
TransactionRefNo #
The transaction reference number by which the transaction will appear in the POLi Console
Next Actions #
We recommend adding a step with an “only when” of “Success is no” that deals with the error, most commonly parsing the “ErrorMessage”. Otherwise, passing the variables you need to a Thing and/or to an Element, would be the logical next step – especially to navigate to the NavigateURL.
