Transcript UBFWIT - University at Buffalo

UBFWIT
A tour of UBFWIT:
UB Foundation Web Interface for Transactions
• How University staff use UBFWIT
• How University web sites use UBFWIT
How University staff use UBFWIT
Getting Set Up
Before a staff member can use
UBFWIT to process credit cards,
they must know their UB IT Name
and password.
Information on the
UB IT Name can be found at:
http://cit-helpdesk.buffalo.edu/services/faq/account.shtml#1.1.1
After the UB IT Name is determined, staff can call the UB Foundation for access to
use UBFWIT. Once they are given permission in the system, they are ready to
use UBFWIT. Instructions for staff to process credit cards using UBFWIT can be
found on the UB Foundation’s web site.
How University staff use UBFWIT
Staff that are authorized to use UBFWIT can go directly to
http://www.ubfoundation.buffalo.edu/ubfwit/ with their web browser
OR
they can visit the “Revenues and Accounts Receivable” area of the UB Foundation
web site and access UBFWIT from there.
Upon entry, they must enter their UB IT name and password.
How University staff use UBFWIT
Processing a credit card transaction:
Once logged in, staff see this form
Staff can select only from the UBF
Account Numbers for which they
have been given access.
They fill out the form with all data
pertinent to the charge.
If they need to receive a copy of the
confirmation email from
Authorize.net, they simple select
yes. Their email address is there by
default, but they may change it.
How University staff use UBFWIT
Processing a credit card transaction:
The form is filled out and then staff is transferred to the UB Foundations Secure Server to enter the credit card
information. They are notified immediately if the card was approved or denied and then they can continue
processing more charges.
How University web sites use UBFWIT
Getting Set Up
A University unit or department
with a UB Foundation account (or
multiple accounts) wishing to
take credit cards on their web
site can access documentation
on what is required to integrate a
web site with UBFWIT. This
documentation is available at:
http://www.ubfoundation.buffalo.edu/forms/UBFWIT_Web_Setup.doc
How University web sites use UBFWIT
Getting Set Up
If they determine that they have
meet the technical requirements
to integrate with UBFWIT, the
University unit or department
goes to the UB Foundation’s
Web site to get an application for
site setup at:
http://www.ubfoundation.buffalo.edu/forms/UBFWIT_Web_Setup.doc
How University web sites use UBFWIT
Integrating a web site with UBFWIT:
Integrating a web site is very similar to the set up of the web site that staff use to manually process charges:
University Unit or
Department
web site collects
information from
customer then
passes to UBFWIT
to securely process
the credit card.
The form that
resides on the UB
Foundation’s
secure server will
have the same
look and feel as
the University Unit
or Department
web site
University Unit or Department
web site receives a response
from UBFWIT and responds to
the customer.
UBFWIT
That’s it for our tour.
For more information, please visit the UB
Foundation’s web site at:
http://www.ubfoundation.buffalo.edu/
Thank You!