Setting up Unaric Payments Connector

This section contains information related to setting up Unaric Payments Connector. You must be signed in as an administrator, or equivalent, to complete these setup tasks.

Prerequisites

You must install and configure one of the following versions of the Unaric ONE app in your org:

  • V2.10
  • V2.11
  • V2.14 or later
Notes:
  • V2.13 is not compatible with Unaric Payments Connector. If you have installed V2.13, you must upgrade to V2.14 or later to use Unaric Payments Connector.
  • To use the Unaric service for outbound vendor payments in Payments Plus, you must upgrade Unaric ONE to V2.20 or later.

You can download the Unaric ONE app from the Salesforce AppExchange. Contact the Unaric Onboarding team for setup and configuration support.

Warning:
After setting up Unaric ONE, the Unaric Setup tab displays the message "Your configuration is not yet set up" for multi-merchant license users who have installed Unaric V2.11 or earlier.
This is because further configuration for multi-merchant license users is carried out by the Unaric Onboarding team, and is not displayed in the status of the Unaric Setup tab.

Installing and configuring Unaric ONE uses Lightning components, which require My Domain to be set up in your org. For more information, see "My Domain" in the Salesforce Help. See the table below for platform requirements.

Platform Requirements

Unaric ONE Version

Required Platform for Setup
V2.10 Lightning
V2.11 or later Classic or Lightning

You must install Unaric Payments Connector in your org. For more information, see Installing Unaric Payments Connector.

Service Packs

We recommend you install the latest service pack available for Unaric Payments Connector to ensure best performance.

Package Dependencies

The Unaric Payments Connector package requires the following Certinia packages to be installed and configured in your Salesforce org:

Inbound Customer Payments

  • Billing Central Spring 2020 or later. This package is required if you want to use the Unaric Payments Connector package with billing documents.
  • Accounting Spring 2022 or later
  • Foundations Spring 2022 or later
  • Reporting Fall 2020 SP2 or later

For information on how to install and configure these packages, see:

Outbound Vendor Payments

  • Accounting Summer 2023 SP5 or later
  • Foundations Spring 2022 or later
  • Reporting Fall 2020 SP2 or later

For information on how to install and configure these packages, see:

Page Layouts and Record Types

You must modify the Record Types and Page Layout Assignments settings of the Unaric Authorisations and Unaric Payments objects for the System Administrator profile when using both inbound payments and outbound payments. You can do this by navigating to Setup | Profiles | System Administrator | Object Settings. For more information, see the Salesforce Help.

Unaric Authorisations

For the Unaric Authorisations object, specify the following settings:

  • For the Inbound record type:
    • Page Layout Assignment: Authorisation Layout
    • Assigned Record Types: Selected
    • Default Record Type: Selected
  • For the Outbound record type:
    • Page Layout Assignment: Authorisation Outbound Layout
    • Assigned Record Types: Selected
    • Default Record Type: Deselected

Unaric Payments

For the Unaric Payments object, specify the following settings:

  • For the Inbound record type:
    • Page Layout Assignment: Payment Layout
    • Assigned Record Types: Selected
    • Default Record Type: Selected
  • For the Outbound record type:
    • Page Layout Assignment: Payment Outbound Layout
    • Assigned Record Types: Selected
    • Default Record Type: Deselected