Product Description
Create a Customer Information Manager (CIM) Profile in Authorize.net
This plugin creates a Customer Information Profile (CIM) using the form’s chosen payment method (check or credit card). At least one payment method must be included in the form to create a customer profile but you don’t have to charge the customer to create a profile. You will be able to charge the customer in the future by opening their customer profile in your Authorize.net account.
Create a feed in your form mapping your form fields to send to Authorize.net.
This plugin integrates your Gravity Form with your Authorize.net account Customer Information Manager (CIM Profile) functionality. It does not charge the customer. This only attempts to create a CIM Profile for future use. You can then charge against the CIM Profile later through your Authorize.net account. This plugin works with other Authorize.net payment plugins like our eCheck plugin or the Gravity Forms Authorize.net plugin.
If you need to charge the customer at submission and create a CIM Profile, please purchase our CIM Payment Plugin. The CIM Payment plugin captures a payment and creates a customer profile for charging later.
IMPORTANT: You must enable Customer Information Manager functionality through Authorize.net. See their documentation at http://developer.authorize.net/api/reference/features/customer_profiles.html
EASY SETUP
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Upload the CIM Profile plugin and activate.
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Enter your Authorize.net settings in Forms>Settings>CIM Profile
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Create a Feed in your form mapping your form fields to any required fields in your form that you want sent to Authorize.net. (See image above.)
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Choose whether or not to validate the card before creating the profile (billing fields required for validation). Validation means the card is tested before the profile is created.
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Choose whether to fail the form if the profile creation fails or allow the form to submit anyway.
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Select a condition if applicable (for example if you have a checkbox to ‘Save my card information’ and it is checked, process the feed). This is optional.
(See Gravity Forms Conditional Logic for more information on how to do this.)
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Use alone or in addition to other Authorize.net payment addon feeds. Works with the Gravity Forms Authorize.net Addon and our eCheck Addon
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This plugin does not charge the customer. It only creates a profile. To charge the customer, purchase the CIM Payment Plugin instead.
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To always create a profile (not looking for an existing profile), map a Unique field to the Customer ID. If an existing profile is located, the plugin will attempt to add the payment method to the existing profile.
NOTE: If created, the CIM Profile ID is noted in each form entry. But the customer’s account may also be located by name or email address. If the user is logged in, the profile is saved to user metadata.
