Hey guys, it's Mark with IWD Agency and in this video I'm going to
show you how to Configure Braintree Payments within your payment
configuration using Magento 2. Now be sure to check
out all of IWD's other videos on Magento tutorials in our playlist
right after this video. So let's go ahead and look at what you
need to do. First thing you have to do is actually create a Braintree account so
to do that and sort of play around for the
purposes of this i'm going to just type in Braintree
Sandbox just to play with before I actually initiate this it's how
you get an account sandbox of course is so that you can
sort of play around what you're doing so you'll type in your first name you'll
type in your last name you'll type in the company name and
you'll type in an email address i've already created mine
i agree and you'll just click try the sandbox you'll receive an email from
them you open it up you activate by clicking
the link and then you receive this information here
once you're on the actual site there's sandbox
keys and configuration there's something called a merchant id
a public key and see this a private key right here
once you have that we're going to go to our dashboard
and on the far left you'll go down to stores
and within stores under settings you'll go to configuration
this is pretty simple to do you just follow these quick steps and
um it gives your clients a whole new world of how to actually
apply payments on your website which helps you earn money
so i'm going to actually minimize this arrow so that you can see on the left
side you have multiple options we are going to go to the one in the
middle that says sales so click on sales if you scroll down
sales you've got a whole bunch of options but we're going down to the one
that says it's at the bottom for me payment
methods so click on payment methods
this will bring you up to the page where you can do
PayPal Braintree purchase order checks all that good stuff we also have a video
on how to just overall configure payments but this specific one is how to
do braintree on the off chance that your
preset is not set to this particular thing i'm actually going to minimize
these so that you can see there are four
overall categories under recommended solutions if it
doesn't pop up for you will be the option of braintree payment
and up to the far right we will click configure so it asks you for a few
things title for our case we're just gonna do
maybe credit card payment for braintree just to see it on the tail
end the environment since we just created
our sandbox account i'm going to keep it at sandbox
the payment action authorized or authorized and captured
this simply puts a hold on the funds if someone buys something from your website
this particular option authorize and capture it means that the funds are
immediately deducted from your customers account so we'll
just keep it authorized for now merchant id public key and private key
these are the three things that you have when you created your account so let's
go back to the top let's go back to our account you have merchant id they
have a convenient little button out to the side you just click that
and it copies it we will paste that and then public key
next one there it is convenient little key click that
we will paste that and then private key back to it there it is you can remember
those numbers good for you i cannot make your life easier and just
copy and paste okay so now that we have those things
the question is do we want to enable the
solution the answer is yes if you want to enable paypal through
braintree you can click yes on that and vault enabled means that as your
users continue to go back to the site do you want them to be able to store
their information in your fault sure why not or no you might want to
make them type it every time now you're done with basic let's go to
advanced braintree settings this one you'll see it's kind of the
same thing what do you want to call the vault these are your in your stored
cards braintree that's the default and we'll keep it at that your merchant
account id which is this exact thing up here so we
can just paste this again right here take the merchant id that you had or
remember take your merchant id that's right here
either one and put that back here there you go advanced fraud protection
debug cbv verification you you have a few
personal things that you can make to this particular thing
advanced prop fraud protection will enable you to
have more of a security check than the actual site we'll keep this at yes
and debug if you want to say yes or no to that it will do
one of two things i suppose you could say
you can essentially establish this idea that
um there will be a log file of interactions between you
and um your store and braintree i suppose so that you'll have it kind of
saved we'll keep that at yes the cvv verification everyone knows on
the back of the credit card those three numbers
do you want to have your client do that we'll say yes
credit card types which ones you want to accept now i can sit here and
click any and all of them or just one or two of them
but if you're using a mac versus a desktop it's command or control
and you just hold down on that in my case i just want how about
visa mastercard and discovery sort order this means that um whenever
the website comes up if you put a one here for instance this
would be the first thing that would show up
under your checkout area and payment method you put a two
this would be your second thing so for us um
we'll just leave it blank right now and it'll default to where it is
country specific settings this is pretty simple i'm just going to keep it at
allow all countries you could specify though
right here specific countries only if you don't ship certain places
we'll leave it there for now paypal through braintree the next
category the title will just default to paypal
braintree vault enabled again you want people to
have their store information we'll say yes
again you want this first second third fourth
we can just put second it'll come up second where we are
and then you've got again this option of do you want to authorize or
authorize and capture if we're using paypal through braintree
we'll authorize that and again we can allow all countries
or not pretty simple actually correct do you want to require customers billing
address that's up to you yes or no allow it to ship during checkout on
paypal side up to you i'll keep mine at yes keep that debug
display on the shopping cart i say yes and
i actually keep this at no for the skip order review
only for the simple fact that you would miss out on a couple of uh different
options that your client would have whenever he
or she is checking out so um that would mean they would bypass the
order review step before the order is submitted and i would want my client to
come and look at the order before just in case there's a big oops
um in the last two these are pretty advanced but for the basic setup
not too necessary do you want a 3d secure verification threshold amount
do you want them to have to go through a third-party vendor
do you want there to be an amount before it starts kicking things back at you
that's all up to you honestly if you want to add a verification step for
the credit cards such as like verified by visa or something like that you would
click yes to that and the threshold amount would be the
minimum order that would trigger that actual alert
and then of course which countries you want to apply that to
and then the last one is dynamic descriptors and these are the ones that
will impact what you put on your actual credit card statement
when it comes through to someone so it actually tells you right underneath
um what you can and can't do company name doing business as etc and
it tells you right here the clearer the description of your product the less
likely they will issue chargebacks due to confusion for
recognition so these will be places where you put your name your phone
number and your url so once you finish all that
this is basic the basic setup is pretty simple
the advance just comes down to what you want as a company to control
you will go to the top right and you will click save configuration
make sure this saves before you do anything crazy
in the meantime we will actually go to our product page
and we will find something cool maybe we want to look at
some fitness equipment
maybe not
you need to be sure that it has saved on this back side
and it has you saved it perfect and now let's take a look at this so
fitness equipment uh we have multiple things we could purchase how
about a uh five dollar sprite foam yoga brick
add that to the cart and this is just to check to see
that the option is there that the braintree option is there so
we'll add this to our car go to the top let's take a look at in the far right
let's take a look at the actual cart and you will see it has popped up here
paid with paypal that's the second thing but let's just
go to proceed to checkout so we can look at some of those options that we just
discussed
it obviously gives you some ways that you can type in your email address
type in your shipping address all that good stuff
um and we'll actually just type this in so that we can sort of see
oh that's main street i'm in baton rouge louisiana 70809
actually in the united states
and phone number zero one two three four five six seven eight nine okay
you have a fixed rate or a table rate we'll just say fixed
why not for shipping five dollars and it's when you get to this next point
that you will see close that you can see that you have right here
there it is a credit card through paypal or through
uh braintree or you could do paypal due for entry
this defaulted to the first remember we didn't put a number
and we said this would be second and applying there so
there you go a little bit chaotic when you get to the advanced part
pretty simple just clicking and activating things and i would definitely
check out the magento user guide so that you are well prepared for the decisions
you want to make as a company on what kind of money that you want to
or what kind of payments that you want to accept
okay if this was helpful give us a thumbs up subscribe to our channel
and as always if you have any more questions drop them in the comments
below until then happy advertising and good
luck
you