How to Integrate Your Form with CyberSource

Jotform’s CyberSource integration makes it easy to connect your forms to the CyberSource payment gateway and accept online payments. With CyberSource’s payment security and fraud management solutions, you can securely process transactions while helping protect sensitive payment data.

Use the integration to sell products and services, collect donations or custom payment amounts, and set up recurring payments for memberships, subscriptions, or other ongoing needs. It’s a practical solution for businesses, nonprofits, and professionals looking for a secure and flexible way to accept payments online.

Adding and Setting Up the CyberSource Payment Field

Whether you’re creating a new form or updating an existing one, integrating it with CyberSource is quick and easy. Here’s how to do it:

1. In Form Builder, click on Add Element on the left side of the page.

2. Now, in the Form Elements menu, under the Payments tab, search for CyberSource and click on it. Or, just drag and drop it to where you want it on your form.

3. Next, in the CyberSource Integration window that opens on the right side of the page, configure these settings:
   • Merchant ID — Enter your CyberSource Organization ID.
   • API Key — Enter your CyberSource API Key.
   • Shared Secret Key — Enter your CyberSource Shared Secret Key.
   • Currency — Click on the Downward Arrow icon and in the Dropdown menu, select the currency you want to use for transactions.
   • Bill To — Click on the Downward Arrow icon and in the Dropdown menu, select an Email field on your form. Or, click on Add Email Field at the top of the menu if your form doesn’t have one.
   • Billing Address — Click on the Downward Arrow icon and in the Dropdown menu, select an Address field on your form. Or, click on Add Address Field at the top of the menu if your form doesn’t have one.

4. Then, scroll down to Payment Type, click on the Downward Arrow icon on its right, and in the Dropdown menu, select the option you want payments to be processed for:
   • Sell Products — This is selected by default. Use this to sell physical or digital goods at a fixed price, allowing customers to make a one-time purchase.
   • Sell Subscriptions — Choose this to charge customers on a recurring basis for services, memberships, or other ongoing access.
   • User Defined Amount — This lets customers enter the amount they want to pay. It’s useful for tipping, custom amount pricing, or flexible payments.
   • Collect Donations — Select this to accept donations, commonly used for fundraising, nonprofit support, or charitable causes.

5. Next, click on Additional Gateway Settings to see this list of options you can adjust based on the payment type you chose:
   • Show Total Price on the Form — This is only available with the Sell Products payment type and is enabled by default. Toggle this off to hide the total price of the selected products on your form.
   • Users Can Select Multiple Products — This is only available with the Sell Products payment type and it’s enabled by default. You can toggle it off if you want customers to select only one (1) product per submission.
   • Sandbox Mode — This enables testing transactions without processing real payments.
   • Authorization Only — This is only available when a payment type other than Sell Subscriptions is selected. Toggle this on if you want to charge customers later. You’ll find more info in our guide on How to Enable Payment Authorization.
   • Clickable Image Preview — This is only available with the Sell Products and Sell Subscriptions payment types and is enabled by default. Toggle this off to prevent customers from enlarging product images.
   • Show Decimals on the Form — This is only available with the Sell Products and Sell Subscriptions payment types and is enabled by default. You can toggle this off to hide decimals on both the item prices and the total amount.
     • Decimal Separator — When decimals are shown on your payment field, you can select between a period, which is used in English-speaking countries, or a comma, which is used in many European countries.
   • Order Prefix — Enter a prefix to add to the beginning of the Order ID that’s sent to CyberSource.

6. Once everything is set for the Sell Products and Sell Subscriptions payment types, click on Continue to start creating products and subscriptions for your payment field.

7. Then, for the User Defined Amount and Collect Donations payment types, click on Save at the bottom.

That’s it. Your form is now ready to securely accept payments through CyberSource, helping you provide respondents with a smooth and reliable checkout experience.

Setting Up a CyberSource Reusable Payment Connection

Reusable Payment Connections is a feature that lets you set up Payment Processor Integrations, like CyberSource, once with the same payment gateway credentials and configuration and then use them across different assets in your account, such as Forms and Apps.

Whether you’re creating a new form or updating an existing one, you can add a payment field to it and set up a CyberSource Reusable Payment Connection in a few easy steps. Here’s how to do it:

1. In Form Builder, click on Add Element on the left side of the page.

2. Then, in the Form Elements menu, under the Payments tab, search for CyberSource and click on it. Or, just drag and drop it to where you want it on your form.

3. Now, in the Payment Properties menu that opens on the right side of the page, click on the Plug icon.

4. Next, in the Add CyberSource Connection window, click on Test Mode or Live Mode at the top to select the environment you’re adding the payment connection for.
5. In the Connection Name section, enter a name you haven’t used in other Reusable Payment Connections, if there are any.
6. After that, enter the Merchant ID, API Key, and Shared Secret Key from your CyberSource account, and then click on Connect with CyberSource.

7. Once it’s connected successfully, click on Save at the bottom to add the reusable payment connection to your account.

8. Then, in the Payment Connections window, click on the CyberSource Payment Connection you just added to select it.
9. Next, click on Use at the bottom.

10. In the Additional Setup Required window that comes up, click on Ok, Got It!. This only shows when you set up the payment connection before completing any required payment properties.

11. Now, in the Payment Properties menu, click on the Downward Arrow icon on the right side of Payment Type and, in the Dropdown menu, select the option you want payments to be processed for:
    • Sell Products — This is selected by default. Use this to sell physical or digital goods at a fixed price, allowing customers to make a one-time purchase.
    • Sell Subscriptions — Choose this to charge customers on a recurring basis for services, memberships, or other ongoing access.
    • User Defined Amount — This lets customers enter the amount they want to pay. It’s useful for tipping, custom amount pricing, or flexible payments.
    • Collect Donations — Select this to accept donations, commonly used for fundraising, nonprofit support, or charitable causes.

12. Next, configure these settings:
    • Currency — Click on the Downward Arrow icon and in the Dropdown menu, select the currency you want to use for transactions.
    • Bill To — Click on the Downward Arrow icon and in the Dropdown menu, select an Email field on your form. Or, click on Add Email Field at the top of the menu if your form doesn’t have one.
    • Billing Address — Click on the Downward Arrow icon and in the Dropdown menu, select an Address field on your form. Or, click on Add Address Field at the top of the menu if your form doesn’t have one.

13. Then, scroll down and continue with these settings:
    • Authorization Only — This is only available when a payment type other than Sell Subscriptions is selected. Toggle this on if you want to charge customers later. You’ll find more info in our guide on How to Enable Payment Authorization.
    • Order Prefix — Enter a prefix to add to the beginning of the Order ID that’s sent to CyberSource.

14. Once everything is set for the Sell Products payment type, click on the Shopping Cart icon on the right side of your Payment field to set up the products people can purchase through your form.

15. For the Sell Subscriptions payment type, click on the Stacked Coins icon on the right side of your Payment field to set up the subscriptions people can purchase through your form.

16. For the User Defined Amount payment type, click on the Money Token icon on the right side of your Payment field to set up your form to collect custom amounts.

17. For the Collect Donations payment type, click on the Heart icon on the right side of your Payment field to set up your form to collect donation amounts.

That’s it. Your CyberSource Reusable Payment Connection has been added to your account and is now used in your form’s payment field.

Getting Your CyberSource API Credentials

To set up this integration, you’ll need an API Key and Shared Secret Key from CyberSource. Here’s how to generate them:

1. Log in to CyberSource and, in the navigation menu on the left side of the page, click on the Checked Credit Card icon.

2. Then, in the Payment Configuration section that opens, click on Key Management.
3. Next, at the top-right side of the Key Management section, click on Generate Key.

4. Now, in the Create Key section, under REST APIs, select REST – Shared Secret.

5. Then, scroll to the bottom of the page and click on Generate Key.

6. Next, in the Confirm Key Generation window, click on Generate Key.

7. In the Key Generation section, under Key Configuration, click on the Copy icon next to the generated Key.
8. Then, click on the Copy icon next to the generated Shared Secret.

That’s it. You now have the Key and Shared Secret you need to integrate your form with CyberSource.