Overview

Add/import subscriptions in the 2Checkout system. Include card data with your subscription import only if you contacted 2Checkout to enable this functionality for your account. Otherwise, the import process results in a failure. Contact 2Checkout or your account manager directly for more details.

Parameters

Card payment

Add credit/debit card details when importing subscriptions. 2Checkout uses payment information in the recurring billing process. 

For imports of test subscriptions, use the credit card information from this article.

Overview

Use the savePrices method to update product prices for a specific pricing configuration.

Parameters

Response

bool(true)

<?php
require ('PATH_TO_AUTH');

/**
 * ProductCode = 'PDOWNFILE'
 * Default currency: EUR
 *
 * Dynamic pricing configuration
 *
 * Send two prices, including the required one for the default currency
 * The method will append the prices for the sent entries, without removing the previous values
 *
 * If the quantities intervals were not defined then they will be set.
 * If the quantities overlap with existing defined intervals, an Exception will be thrown.
 */
 
 
// make call
$Prices = array();
 
$Price = new stdClass(); // BasicPrice object
$Price->Amount = 140;
$Price->Currency = 'USD';
$Prices[] = $Price;
 
$Price = new stdClass(); // BasicPrice object
$Price->Amount = 80;
$Price->Currency = 'EUR';
$Prices[] = $Price;
 
$Quantities = new stdClass(); // QuantityInterval object
$Quantities->MinQuantity = 1;
$Quantities->MaxQuantity = 10;
 
$PriceOptions = array();
 
$PricingConfigurationCode = '5553603382';
$type = 'regular';
 
$jsonRpcRequest = array (
    'jsonrpc' => '2.0',
    'id' => $i++,
    'method' => 'savePrices',
    'params' => array($sessionID, $Prices, $Quantities, $PriceOptions, $PricingConfigurationCode, $type)
);

$response = callRPC((Object)$jsonRpcRequest, $host);
var_dump ($response);
 
// will output:
// bool(true)

 
/**
 * ProductCode = 'PDOWNFILE'
 * Default currency: EUR
 *
 * Flat pricing configuration
 * Has the VOLTAGE pricing option group assigned and marked as required.
 * If prices are sent WITHOUT setting the pricing option group and options will set the price but without setting values for the options prices.
 */
 
// Call the login method for authentication
$string = strlen($merchantCode) . $merchantCode . strlen(gmdate('Y-m-d H:i:s')) . gmdate('Y-m-d H:i:s');
$hash = hash_hmac('md5', $string, $key);
 
$i = 1; // counter for api calls
$jsonRpcRequest = new stdClass();
$jsonRpcRequest->jsonrpc = '2.0';
$jsonRpcRequest->method = 'login';
$jsonRpcRequest->params = array($merchantCode, gmdate('Y-m-d H:i:s'), $hash);
$jsonRpcRequest->id = $i++;
$sessionID = callRPC($jsonRpcRequest, $host);
 
// make call
$Prices = array();
 
$Price = new stdClass(); // BasicPrice object
$Price->Amount = 80;
$Price->Currency = 'EUR';
$Prices[] = $Price;
 
// if PricingOption group is not required, will set price for combination of QuantityInterval - no-pricing-option-value.
$PriceOptions = array();
 
// if PricingOption group is required, then send options by assigning a PriceOptionsAssigned object (group code and options)
// $optionAssigned = new stdClass(); // PriceOptionsAssigned
// $optionAssigned->Code = 'VOLTAGE';
// $optionAssigned->Options = array('220V'); // radio option group
// $PriceOptions = array($optionAssigned);
 
$Quantities = new stdClass(); // QuantityInterval object
$Quantities->MinQuantity = 1;
$Quantities->MaxQuantity = 99999; // default maximum value
 
$PricingConfigurationCode = '54AA62CA31'; // flat pricing configuration
$type = 'regular';
 
$jsonRpcRequest = array (
    'jsonrpc' => '2.0',
    'id' => $i++,
    'method' => 'savePrices',
    'params' => array($sessionID, $Prices, $Quantities, $PriceOptions, $PricingConfigurationCode, $type)
);
 
$response = callRPC((Object)$jsonRpcRequest, $host);
var_dump ($response);
 
 
/**
 * ProductCode = 'PDOWNFILE'
 * Default currency: EUR
 *
 * Flat pricing configuration
 * Has the COLOR and scalenotmandatory pricing option group assigned and marked as required.
 */
// Call the login method for authentication
$string = strlen($merchantCode) . $merchantCode . strlen(gmdate('Y-m-d H:i:s')) . gmdate('Y-m-d H:i:s');
$hash = hash_hmac('md5', $string, $key);
 
$i = 1; // counter for api calls
$jsonRpcRequest = new stdClass();
$jsonRpcRequest->jsonrpc = '2.0';
$jsonRpcRequest->method = 'login';
$jsonRpcRequest->params = array($merchantCode, gmdate('Y-m-d H:i:s'), $hash);
$jsonRpcRequest->id = $i++;
$sessionID = callRPC($jsonRpcRequest, $host);
 
// make call
$Prices = array();
 
$Price = new stdClass(); // BasicPrice object
$Price->Amount = 10;
$Price->Currency = 'EUR';
$Prices[] = $Price;
 
$optionAssigned = new stdClass(); // PriceOptionsAssigned
$optionAssigned->Code = 'COLOR'; // checkbox pricing option group, multiple values are allowed
$optionAssigned->Options = array('cyan', 'magenta');
$PriceOptions = array($optionAssigned);
 
$optionAssigned = new stdClass(); // PriceOptionsAssigned
$optionAssigned->Code = 'scalenotmandatory'; // interval pricing option group
$optionAssigned->Options = array('scalenotmandatory-1-5');
$PriceOptions = array($optionAssigned);
 
$Quantities = new stdClass(); // QuantityInterval object
$Quantities->MinQuantity = 1;
$Quantities->MaxQuantity = 99999; // default maximum value
 
$PriceOptions = array();
 
$PricingConfigurationCode = '54AA62CA31'; // flat pricing configuration
$type = 'regular';
 
$jsonRpcRequest = array (
    'jsonrpc' => '2.0',
    'id' => $i++,
    'method' => 'savePrices',
    'params' => array($sessionID, $Prices, $Quantities, $PriceOptions, $PricingConfigurationCode, $type)
);
 
$response = callRPC((Object)$jsonRpcRequest, $host);
var_dump ($response);
?>

Overview

Dynamic products are a mechanism designed to enable you to pass purchase information directly from your system into 2Checkout without first configuring the products in your Control Panel or via API. Bypass the need for handling 2Checkout's catalog products and create orders with product information sent dynamically via API or through ConvertPlus URL parameters. Receive payments from your customers by using the products defined in your own system, or in your shopping cart applications.

Availability

This functionality is available only for merchants on the 2Sell and 2Subscribe accounts (PSP business model), for orders that are placed both through ConvertPlus/InLine ordering engines and API calls.

Dynamic Products Parameters

2Checkout allows you to create orders and receive payments by using the following product types: 

• PRODUCT - Item purchased by the customer. It is mandatory to send the name and price of the product item.
  
  • Products can have pricing and recurring options assigned.
• TAX - Additional fee/charge that will be considered 'Tax' in the ordering process. Taxes may have recurring options assigned.
• SHIPPING - Item that contains the name and amount corresponding to the shipping method.
• COUPON - Item that contains the discount to be applied to the entire order.

Orders with dynamic information allow you to control, without an existing setup, the following product attributes:

• Price
  
  • You have full control over the price applied to the purchase. Example: $20 price for product A.
• Product pricing options (together with name and prices)
  
  • You can pass the pricing options information dynamically. Example: A pricing option named users that adds a surcharge of $5 for option 3-5 users, and $10 for option 5-10 users.
• Product purchase type
  
  • Set the purchase type (tangible or intangible). Example: intangible for products delivered electronically.
• Recurring options
  
  • Set the product recurring options that include the contract length and unit, cycle length and unit, and recurring amount to be charged. Example: a recurring charge of $20, on a monthly basis for the next 2 years.

Reporting dynamic products

Orders placed with dynamic product information are included in your account reports and can be found in your Order Search area of the Control Panel, and in the Products Reports based on which your sales invoices are generated.

Dynamic products are not displayed in the Products section of the 2Checkout Control Panel.

How to place orders with dynamic information

Orders with dynamic products via API

Place orders via 2Checkout's latest API version and send the product information as part of the call. Create orders with dynamic product information, that contain the following product types: product, tax, shipping, and coupon.

Requirements 

Product code must be sent as null. The order currency must match the payment currency, otherwise, an error is thrown. The isDynamic parameter of the Items object must be true.

Limitations 

Placing an order with both catalog and dynamic product information is not possible. Recurring options can be set only for purchase type PRODUCT and TAX.

How to test it?

You can place test orders via API with dynamic product information. Set the Payment details type to TEST in order to create an order in a test environment.

Place your first order with dynamic products

Read the documentation for guidance:

• JSON-RPC
• SOAP
• REST

Orders with dynamic products via convertplus

Use ConvertPlus to create a dynamic ordering process by passing the product information to ConvertPlus through buy links parameters. With ConvertPlus dynamic ordering, you control the product name, price, recurring and pricing options, and many other product properties.  

Learn more about ConvertPlus buy link parameters and dynamic ordering.

Alternatively, you can generate buy links for dynamic products directly from your Control Panel. Learn more about ConvertPlus dynamic ordering via Control Panel.

Overview

Use the searchLeads method to retrieve leads created in the 2Checkout system.

Request Parameters

Request Example

<?php

require ('PATH_TO_AUTH');

$LeadSearchInput = new stdClass();

$LeadSearchInput->Type = "New";
$LeadSearchInput->Language = "BG";
$LeadSearchInput->Country = "RO";
$LeadSearchInput->Page = 1;
$LeadSearchInput->Limit = 200;

$jsonRpcRequest = array (
    'method' => 'searchLeads',
    'params' => array($sessionID, $LeadSearchInput),
    'id' => $i++,
    'jsonrpc' => '2.0'
);

var_dump (callRPC((Object)$jsonRpcRequest, $host, true));

Response Example

class stdClass#4 (2) {
  public $Items =>
  class stdClass#5 (1) {
    public $0 =>
    class stdClass#6 (14) {
      public $LeadCode =>
      string(10) "60E6C4B574"
      public $GeneratedFrom =>
      string(3) "API"
      public $CartId =>
      string(11) "CartIdValue"
      public $Currency =>
      string(3) "EUR"
      public $Language =>
      string(2) "BG"
      public $ExternalReference =>
      string(18) "REST_API_3CHECKOUT"
      public $MachineId =>
      string(6) "123asd"
      public $LocalTime =>
      string(19) "2019-11-05 16:48:28"
      public $Items =>
      class stdClass#7 (1) {
        public $0 =>
        class stdClass#8 (15) {
          public $Code =>
          string(10) "04C26C50F8"
          public $Quantity =>
          string(1) "2"
          public $SKU =>
          NULL
          public $Name =>
          string(5) "softy"
          public $Description =>
          NULL
          public $IsDynamic =>
          bool(false)
          public $Tangible =>
          bool(false)
          public $PurchaseType =>
          string(7) "PRODUCT"
          public $PriceOptions =>
          NULL
          }
          public $RecurringOptions =>
          class stdClass#10 (5) {
            public $CycleLength =>
            NULL
            public $CycleUnit =>
            NULL
            public $CycleAmount =>
            NULL
            public $ContractLength =>
            NULL
            public $ContractUnit =>
            NULL
          }
          public $RenewalInformation =>
          class stdClass#11 (1) {
            public $SubscriptionReference =>
            NULL
          }
          public $MarketingCampaigns =>
          class stdClass#12 (3) {
            public $Type =>
            string(2) "23"
            public $ParentCode =>
            string(1) "m"
            public $CampaignCode =>
            string(2) "23"
          }
          public $Price =>
          class stdClass#13 (2) {
            public $Amount =>
            string(2) "20"
            public $Type =>
            string(6) "CUSTOM"
          }
          public $AdditionalFields =>
          NULL
          public $SubscriptionStartDate =>
          string(19) "2019-11-05 16:48:28"
        }
      }
      public $BillingDetails =>
      class stdClass#14 (12) {
        public $FirstName =>
        string(8) "Customer"
        public $LastName =>
        string(9) "2Checkout"
        public $Phone =>
        NULL
        public $Company =>
        NULL
        public $FiscalCode =>
        string(8) "32423423"
        public $Email =>
        string(22) "customer@2checkout.com"
        public $Address1 =>
        string(12) "Test Address"
        public $Address2 =>
        NULL
        public $City =>
        string(2) "LA"
        public $Zip =>
        string(5) "12345"
        public $CountryCode =>
        string(2) "RO"
        public $State =>
        string(2) "CA"
      }
      public $DeliveryDetails =>
      class stdClass#15 (12) {
        public $FirstName =>
        string(8) "Customer"
        public $LastName =>
        string(9) "2Checkout"
        public $Phone =>
        NULL
        public $Company =>
        NULL
        public $FiscalCode =>
        string(8) "32423423"
        public $Email =>
        string(22) "customer@2checkout.com"
        public $Address1 =>
        string(12) "Test Address"
        public $Address2 =>
        NULL
        public $City =>
        string(2) "LA"
        public $Zip =>
        string(5) "12345"
        public $CountryCode =>
        string(2) "RO"
        public $State =>
        string(2) "CA"
      }
      public $DeliveryInformation =>
      class stdClass#16 (1) {
        public $ShippingMethod =>
        class stdClass#17 (1) {
          public $Code =>
          string(5) "sdfsd"
        }
      }
      public $PaymentDetails =>
      class stdClass#18 (4) {
        public $Type =>
        string(2) "CC"
        public $Currency =>
        string(3) "EUR"
        public $PaymentMethod =>
        class stdClass#19 (2) {
          public $RecurringEnabled =>
          bool(false)
          public $CardPayment =>
          class stdClass#20 (1) {
            public $InstallmentsNumber =>
            string(2) "23"
          }
        }
        public $CustomerIP =>
        string(7) "1.2.3.4"
      }
      public $Promotions =>
      array(1) {
        [0] =>
        string(0) ""
      }
    }
  }
  public $Pagination =>
  class stdClass#21 (3) {
    public $Page =>
    int(1)
    public $Limit =>
    int(200)
    public $Count =>
    int(1)
  }
}

Overview

User privileges define the access level of your Merchant Control Panel users to specific 2Checkout features and modules.

A collection of privileges is called a user role. You can define your own user roles based on specific access levels that you want to grant to your users. You can assign multiple roles to a user.

You need to have two factor authentication enabled in order to add or edit information in the Settings area of your Merchant Control Panel.

Add/Edit users

Follow the steps below to add/edit new users:

1. Log in to the 2Checkout Merchant Control Panel using your master account.
2. Navigate to the Settings cogwheel in the top right corner.
3. Click on User Management.

4. On the User Management page, click on Add user.

5. On the Add user page, fill in the new user account details: Username, Email, First name, Last name, Password, Password lifetime, User status, User role.

6. To edit a user, click on the Edit icon on the Users page.

7. Click Save.

User management options

• You can use the strong password generator that complies with the above requirements to make sure you're using a secure password.
• The user is required to change the password after the first login. This option is enabled by default.
• The reset password option allows you to disable the old password and the user will receive an e-mail for setting a new password.
• You can set passwords to expire in a number of days of your choosing. By default, passwords expire in 90 days.
• Passwords never expire invalidates the password expiration setting. Disabled by default.

Add/Edit user roles

Follow the steps below to add or edit user roles:

1. Log in to the 2Checkout Merchant Control Panel using your master account.
2. Navigate to the Settings cogwheel in the top right corner.
3. Click on User Management.
4. On the User Management page, click on the Roles tab.
5. On the Roles page, click on Add role.

6. On the Add role page, fill in the role info (Role name, Role description), and then select the privileges you want to assign to that specific role.

7. To edit a role, click on the Roles tab and click on the Edit icon next to the role you want to change (see image at Step 5 above).

8. On the Edit role page, edit/change the role info (Role name, Role description) and then check or uncheck the privileges you want to assign to the role.

9. Click the green Save button at the bottom of the page to save/update the changes.

Assign user roles

Follow the steps below to assign roles to the existing users.

1. Log in to the 2Checkout Merchant Control Panel using your master account.
2. Navigate to the Settings cogwheel in the top right corner.
3. Click on User Management.
4. On the User Management page, click on the Users tab.
5. Identify the user account that you want to assign a role to and click Edit.

6. On the Edit User page, you can update the User info and also assign/check a role to the user or change the role already assigned to that particular user. 

7. Click Save to update changes.

Privileges

Setup

Marketing Tools

Orders & Reports

Account Settings

Partner Management

Third-Party Apps

​This guide provides an overview of the financial compliance regulations that apply to merchants in the United States. It contains details about the 1099-K, W8 and W9 forms that merchants with a legal entity in the US or selling in the US are required to fill in for submission to the IRS.

Overview

The object below is returned directly or within a successful response from the following API requests:

Search shipping method

Shipping method object

Overview

Use the convertTrial method to convert a trial to a paid subscription. In the eventuality of a conversion failure, you can use convertTrial again for the same trial subscription only after you let 24 hours pass since the initial attempt. The 2Checkout system attempts to automatically convert trials before they expire to full subscriptions unless you made an attempt that failed less than 24 hours before the scheduled expiration deadline.

In case the trial conversion fails due to a transaction issue, the 2Checkout system sends unfinished payment follow-up emails to customers, provided that you set up lead management for your account.

Parameters

Response

Request

<?php

require ('PATH_TO_AUTH'); 
 
$SubscriptionReference = 'BF44555C6C';

$ExtendSubscriptionFromPaymentDate = true; //false can also be used if you want the subscription start date to be the moment when the trial was set to initially expire.

$jsonRpcRequest = array (
'method' => 'convertTrial',
'params' => array($sessionID, $SubscriptionReference, $ExtendSubscriptionFromPaymentDate),
'id' => $i++,
'jsonrpc' => '2.0');

var_dump (callRPC((Object)$jsonRpcRequest, $host, true));