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Magento 1.X- Installation

Installing SurchX Plugin:

SurchX plugin for Magento provides you the ability to add a new feature of calculating a customer specific transaction fee at the time of checkout.

Pre-Requisites:
Installation Process:

1 . Go to the Magento Admin Panel “URL”, enter your credentials and click on “Login”.

Megento Login

2 . Click on the “System” option at the top menu bar and select “Magento Connect” and click on “Magento Connect Manager”.(System-> Magento connect->Magento Connect Manager).

Content Manager

3 . A login screen is displayed, re-enter your Magento login credentials.

Resign In

4 . Once logged in, Magento will display all available options. Here you will upload the file under the “Direct Package file Upload”.

Cache is cleared automatically by Magento Connect.

5 . Use the “Choose file” button to upload the SurchX.tgz file and click on “Upload” button.

Extension Manager

6 . Once the file is uploaded, a message “Package installed” is displayed in the terminal.

Terminal

7 . click on “Commit the changes” button present at the bottom of the page. Refresh the page and make sure the SurchX_Fee is displayed under the “Manage Existing Extensions” tab.

Commit Changes

SurchX Fee

8 . Logout and resign-in after completing the above steps.

Configuration:

1 . Go to “System”, under “System”, click on “Configuration”. On the left navigation bar, “SurchX” tab with “SurchX Settings” should be present.

SurchX Settings

2 . Click on “SurchX Settings” on the left navigation bar. Select “enable “option and enter the surchx provided API URL and API token i the “SurchX API URL”,“SurchX API Token” fields and click save config.

The API URL and SurchX Token may be requested from SurchX.

Token Settings

3 . Under the Configuration tab, Go to “Advanced” option on the left navigation bar and select advanced. Click on the “Disable Modules Output” option and confirm the SurchX_Fee is in “enable” mode.

Advanced Settings

Now that the SurchX plugin is enabled successfully in Magento, the SurchX fee is displayed to the user during the checkout process.

Test Site

Go to the SurchX demo site “m1.surchx.com” and experience the user checkout experience.

Cart Walkthrough:

SurchX Fee

The checkout page will now display the transaction fee provided by SurchX as a line item.