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:
- 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.
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:
Yes/No – whether the transaction was successfully initiated
The URL for checkout
The error code if Success was no
The error message if applicable
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.