Quosal Proxy


In order to facilitate the exchange of payment information from Quosal Order Porter, Wise-Pay is configured as a proxy, using the Authorize.Net framework to transact payment information securely from Quosal Order Porter to your preferred payment provider.  Due to the way in which Quosal passes information; configuration such as dynamic surcharges are limited in their implementation as the final amount defined in the quote in quosal will be the final amount charged.


Configure Wise-Pay Proxy

  1. Log into Wise-Pay
  2. Click Configure
  3. Click Merchant
  4. Click Edit
  5. Click Proxy Tab
  6. Select: Quosal (Authorize.Net)
  7. Select: the Proxy User, this will be the user that will be linked to the proxy access
  8. Click Generate

  9. Click Display

  10. Copy the following details into the Quosal Configuration screen
    Required Details:
    Transaction Key: this is the key used to link the payment to your account
    Test URL: the URL that Quosal Order Porter will use to submit test transactions, when Live Mode is disabled
    Live URL: the URL that Quosal Order Porter will use to submit live transactions, when Live Mode is enabled
    Recurring Test URL: the URL that Quosal Order Porter will use to submit recurring payment information, when live mode is disabled
    Recurring Live URL: the URL that Quosal Order Porter will use to submit recurring payment information, when live mode is enabled.


Configure Quosal

You will need to have Quosal Admin user rights to be able to edit the 'Document Branding Settings' setup configuration options.

  1. Log into Quosal
  2. Click Settings
  3. Expand the Organisation Setup, then expand Order Porter Setup, then select Payment Processing
  4. Enter the below values
    Select Authorize.Net
    Enter the Transaction Key into both API Logging and Transaction Key
    Enter the Test URL into Onetime test URL
    Enter the Live URL into onetime live URL
    Enter the recurring test URL into the recurring test URL
    Enter the recurring live URL into the recurring live URL
    Select Live Mode to enable processing of transactions from Quosal.

Test a transaction

Testing the Authorize.Net will confirm that you have configured the Merchant Configuration correctly in both Quosal and Wise-Pay

  1. Enter a Test Card
    Visa:  4111111111111111
    Mastercard: 
    5500000000000004
    AMEX: 
    340000000000009
  2. Enter a valid expiry (any date in the future)
  3. Click on Test
    Test transaction responses:

  4. Click Save
    Note: Quosal may still report that changes made are unsaved, when you proceed to the next step
    Rest assured the settings are saved.


Upload Metadata

Whenever you make changes to the Quosal setup effecting Order Porter, you will need to upload the MetaData to the Order Porter Server for the component affected.  When you have completed the setup steps above, you will need to upload the Online Payment Settings

  1. Click on Settings in Quosal Sell
  2. Click on Upload Metadata under Document Branding > Order Porter Setup menu.
  3. Click on Online Payment Settings (only option that is required)
  4. Click on Submit

Import Tax Codes

This will pull the Tax Codes from ConnectWise Manage into Sell so that Tax Codes assigned to the company on a quote can be pulled into the quote when that Company is attached.

  1. Click on Settings in Quosal Sell
  2. Click CRM Integration
  3. Click Import Content
  4. Click Import Taxes

Tax in Quosal may be different to the tax in ConnectWise where special limits are applied.  Partners should have a disclaimer on their quotes to advise that tax may be adjusted if required.