Integration

Prerequisites

If you don’t already have one, create a PostFinance Checkout account.

Installation

1. Update the composer.json file in the root directory of your Magento store and wait for Composer to finish updating the dependencies.

   composer require wallee/magento-2

2. Enable the extension and clear the static view files.

   bin/magento module:enable Wallee_Payment --clear-static-content

3. Register the extension and initiate the database migrations.

   bin/magento setup:upgrade

4. Recompile the Magento project.

   bin/magento setup:di:compile

5. Clear the Magento store’s cache.

   bin/magento cache:flush

info

If you install via FTP upload from our GitHub repositories, use the magento-2 repository for Magento 2.4 and above.

Configuration

1. Go to Stores > Configuration > Sales > PostFinance Checkout Payment in Magento.
2. Enter your User ID, Authentication Key, and Space ID from PostFinance Checkout.
3. Save the configuration. Payment methods will sync automatically.

warning

Most payment method settings are managed in PostFinance Checkout.

Line items

You can control line item calculation under Stores > Configuration > PostFinance Checkout Payment > Line Items.

Payment method configuration

• Payment method settings are synchronized from PostFinance Checkout.
• To change the payment method description, title or logo, update them in PostFinance Checkout — the change syncs to Magento automatically. See Payment Methods.

Order state mapping

State in PostFinance Checkout	Magento order state
Pending in PostFinance Checkout	Pending Payment
Authorized in PostFinance Checkout	On Hold Delivery
Fulfill in PostFinance Checkout	Processing

Invoice state mapping

State in PostFinance Checkout	Magento invoice state
Authorized in PostFinance Checkout	Invoice Pending
Paid in PostFinance Checkout	Invoice Paid

See Transaction States for what each state means.

Transaction management

You can capture, void and refund transactions in Magento.

warning

Captures, voids and refunds done in PostFinance Checkout are synchronized to Magento only with limitations. Perform them in Magento — otherwise your Magento orders and invoices can end up out of step with the actual payment. See Refunds for how refunds work on the platform side.

On-hold orders

Orders remain On Hold if:

• the transaction is not yet completed, or
• a manual task exists in PostFinance Checkout.

Manual tasks appear both in PostFinance Checkout and in the Magento backend — see Manual Tasks.

Related topics

• Overview — how a plugin connects to your space.
• Connector Configuration — where capture behaviour is configured.