Transact Integration

If withdrawn students should be included in the eBill batches, select the Include WD Students checkbox.

If only students who have enrolled in eRefund through Transact should be included in eRefund batches, check the Include eRefund Enrolled Students Only box. Enter the name of the batch folder where Transact eRefund files should be created in the Transact Refunds Folder Name field.

Jenzabar SONIS does not make API calls to Transact. When information is needed by Transact from SONIS, Transact will invoke an endpoint to get the information. Transact will need to know the endpoint and it should be provided by the institution when SONIS is configured to work with Transact. We strongly recommend engaging with the institution's SONIS Customer Service Manager (CSM) before beginning any integration activities.

When a user signs up for a payment plan, real time notifications will be sent from Transact to SONIS. SONIS will receive the notifications at the cashnet_payment_status.cfm endpoint. When appropriately configured, if a user modifies their payment plan status in any way, the changes will be recorded in the cashnet_statuses table. The Business: Transact Functions page will also be updated, as appropriate.

When a user signs up for eRefunds, Transact sends real time notifications to SONIS via the cashnet_refund_status.cfm endpoint. Users who have signed up for eRefunds will display on the Business: Transact Functions page.

The eBill process creates an eBill File that is compliant with Transact's requested style. An option is included to send the eBill to Transact via FTP using the defined values in Business: Transact Account. eBills are generated by the Create eBill feature on the Business: Transact Functions page and can be viewed after creation by going to the Transact refunds folder, as defined on Business: Transact Account.

Dynamic Billing is an add -on feature within Transact. When enabled, transaction details for a configurable number of days will be sent via the cashnet_balances_detail.cfm endpoint. A detailed balance will be sent in addition to the summary balance that is sent in other SONIS to Transact processes. Setup is completed in Transact.

Before Transact can process payments and/or refunds, it must be provided some basic data about the students listed in the SONIS system. To export this data, navigate to the Transact Payments Refund Exports utility and select Enrolled Students from the Export Option dropdown menu. Click the Submit button to continue.

On the following page, the students that will be exported are shown. Only students enrolled for the current school year and semester are gathered. Students without a valid email address will be flagged with a warning message because Transact requires all students to have a valid email address. If possible, correct the email address on the Address page and rerun this process before exporting. Uncheck the Include box for any individual student that should not be exported. The Check All and Uncheck All buttons can be used to speed up the process if there are a large number of students.

Once the correct students are selected, click the Export Students button to create the export file. The file is automatically saved to the defined batch file. From there it can be viewed and uploaded to Transact.

Once Transact has the student data, schools can begin exporting refund transactions. To begin, navigate to the Transact Payments Refund Exports utility and select Refund Transactions from the Export Option dropdown menu. Click the Submit button to continue.

As with the student export, transactions without a valid email address are flagged. To exclude transactions uncheck the Include box. Check All and Uncheck All options are available at the top to make this process faster. At the top and bottom of the page, the Total Students , Total Transactions , and Total Refunds are listed.

Select a transaction code from the Student Refund T-Code dropdown menu.

Once the proper t-code has been selected and any transactions that should not be included have been unchecked, click Export Refunds to create the export file. The file will be saved in the defined Transact batch folder.

When a user signs up for a payment plan, real time notifications will be sent from Transact to SONIS. SONIS will receive the notifications at the cashnet_payment_status.cfm endpoint. When appropriately configured, if a user modifies their payment plan status in any way, the changes will be recorded in the cashnet_statuses table. This page will also be updated, as appropriate. To view payment plan information, enter the Business: Transact Functions page from the Systems hub and click View Payment Plan Status.

For each user with a payment plan, the Name, ID, Status, Term Code, Amount, Date Enrolled, Date Completed, and Date Withdrawn will display, as appropriate to the user's circumstances. The information displayed cannot be modified as it is reflective of what was sent by Transact. Any corrections or changes must be completed within Transact.

When a user signs up for eRefunds, Transact sends real time notifications to SONIS via the cashnet_refund_status.cfm endpoint. Users who have signed up for eRefunds will display on this page. To view eRefund information, enter the Business: Transact Functions page from the Systems hub and click View eRefund Status.

For each student that has signed up for eRefunds in Transact, the Name, ID, Status, Date Enrolled, Date Suspended, Date Declined, and Date Withdrawn displays. The information displayed cannot be modified as it is reflective of what was sent by Transact. Any corrections or changes must be completed within Transact.

Clicking on Create eBill creates a Transact eBill file and saves it to the Transact Refund folder in SONIS. It will then be sent via secure file transfer protocol (SFTP) using the information on the Business: Transact Account page. To create an eBill, enter the Business: Transact Functions page from the Systems hub and click Create eBill.

Clicking on Send eRefund searches the Transact eRefund folder for an appropriate, previously created, eRefund file and sends it to Transact via SFTP using the information on the Business: Transact Account page. To create an eRefund file, enter the Business: Transact Functions page from the Systems hub and click Send eRefund.

To set up Transact single sign-on, navigate to the SSO Configuration page in the Systems hub and click Transact under the Configuration Name column.

On the following page, the Application field is filled in as My Transact by default, but this can be changed to suit individual preferences. This name is used internally only as a means to identify the configuration.

The Client ID is the school's Transact username. The Shared Key is provided by Transact as well. Both fields are protected to keep these values from being acquired by unauthorized users.

The Timeout field controls how long the Jenzabar SONIS system will attempt to connect to Transact during a login attempt before halting and displaying an error message. The value is in seconds and can be changed to suit administrator preference.

The User ID field tells Transact which user identification attribute will be used. Based on the current Transact, the value should always be eusername .

The Destination URL tells the SONIS system where to send the login information. This value must be https://commerce.cashnet.com/ for the single sign-on to function as long as the current configuration is in place.

To change the Transact logo being used internally by SONIS, click the Browse button and select a new icon.

Once the configuration has been completed, click Submit to save the changes and activate the ability for students to log in to Transact.

Student Login

Once the Transact single sign-on has been set up students can log in through their portal page. Simply click on Transact on the Financial tab. The Transact logo will appear. Clicking on the Transact logo will open the Transact interface in a new window and sign the user into Transact.