Note: You need to be an administrator to complete these steps.
To begin using the Teampay <> Amazon Business integration, follow the below:
1. Navigate to your Amazon Business account and select Business Settings
2. Navigate to Groups
3. Here, you'll want to create a Group called 'Teampay' (or anything that identifies it as your Teampay Punchout Group). Select the 'Shared Payment Methods' (this ensures all spend via punchout is using the card-on-file the org admin will provide). If you would like to allow requestors to use their own address when fulfilling orders select the 'Individual Addresses' option under Shipping Addresses. Otherwise, the Shared Addresses option will mean requestors must choose from a pre-filled list of designated addresses set by the admin. Then select Create Group.
4. Find the System Integrations section in the new group's settings, and choose Configure purchasing system.
5. Select Teampay from the dropdown menu.
6. A system login and punchout password should be generated at this point. Hold on to this! You'll be passing it along to support@teampay.co or your Customer Success Manager as soon as the next couple of steps are completed.
7. Enable order confirmation connection to Amazon. Select cXML Authentication and enter the same “Identity” and “Shared Secret” from the section above. For “URL to receive Order Confirmation” put “https://app.teampay.co/amazon-business/confirmation/webhook/” (note the slash at the end of the URL!).
8. Next, you will need to create a 'card-on-file/multiple times' card for Amazon through Teampay (Follow the standard purchase request process - request type: card on file, vendor: Amazon Business, Amount: any amount above $0.01. The amount on the card does not matter at this point, but the card must have some funds).
9. Almost done! Once you have the card details, you can navigate back to Group Settings > Systems integration > Purchasing system, select edit 'Payment Method', and enter the details. Users directed through the punchout experience will now be able to select this payment method on checkout. NOTE: the Card-on-file should be the only payment method available for users to select - if “Pay by Invoice” is an option, disable it.
10. At this point, it's time for Teampay to do some work. Please pass along the punchout information from Step 6 and the last 4 digits of the card you created for Amazon. To recap, you'll need to send the following details to support@teampay.co or your Customer Success Manager:
- "From identity" in cXML
- "Shared Secret" in cXML
- Punchout URL
- Purchase order request URL
- Last *4 digits of Amazon card created
If possible, please copy/paste the text in your communication as opposed to a screenshot to reduce the possibility of errors for entry.
11. Once shared with Teampay, we will notify you as soon as the configuration on our end is completed. Once we confirm the integration is Active, navigate back to Systems Integration> Purchasing System and select Active Mode.
For any questions, reach out to support@teampay.co.
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