Hibou Odoo Suite: Website Modules: Signifyd Connector

Purpose

This document outlines the processes associated with the Hibou Signifyd Connector for Odoo 16. This offers an added layer of protection to your transactions by integrating Signifyd, the leading provider of online fraud prevention.

Important!

This Works Only with Website-Related Sales

The Signifyd Connector only works for sales that are related to the website (i.e. eCommerce).


Process

Getting Started

First things first, we need to install the module! Navigate to the Apps application and search for "Signifyd Connector". When ready, click the ACTIVATE button.


Good to Know!

This module requires the eCommerce (Website Sale) app. If you do not already have this app installed, Odoo will install it for you during this module's installation.

Next, navigate to the Website app. 


Debug Mode!

Some parts of this setup will require you to be in Debug/Developer's mode. 

Configuration

Once there, go to CONFIGURATION > SIGNIFYD. This opens the Signifyd Connectors in list view. To add a new configuration, click CREATE.

  • Test Mode: Enable this while you're testing the functionality of the module. If this is enabled, the fields below will be prefixed with "Test". Note: You will want to leave this unchecked until you have registered webhooks, but once connected, enable this setting and save. 

  • Name: Enter a name for this configuration.

  • API Key: Enter the API key issued to you by Signifyd.

  • Default Case Creation: Used for Internal/Admin orders, overridden by payment acquirer.

  • Receive decline notifications: Optionally, select the user(s) to notify when an order is declined by Signifyd.

  • Used on Websites: Select the website on which this will be applied.

When you're ready, save. Then click REGISTER WEBHOOKS to automatically create the subscription events for this team in Signifyd.

Important!

When setting the Default Case Creation field, this decision should be discussed with your Signifyd account manager. This is due to differently priced tiers within Signifyd based on this selection, and you want to  make sure you are being billed correctly according to your account settings!

Good to Know!

Signifyd Testing Keys & Webhooks

You can find the API Keys in your Signifyd Account by clicking on your user name and selecting Settings. From here, go to the General option to view your available teams and keys.


Signifyd Webhooks

Go to the Notifications option now to see the webhooks. When the webhooks are registered from Odoo, you will see that Signifyd will have created one webhook for each event type. It is important to remember that you can only create these once per team.


If you attempt to use the Register Webhooks button again in odoo, you will receive the following error indicating that they already exist in your Signifyd account.


Important!

Place an eCommerce Order using Testing Data

Your Signifyd connector should be in test mode for a test transaction. You will need to make sure to use a test user (optional) along with a test payment method (required) since you will need to confirm and pay for an eCommerce order to see Signifyd in action.

Review Orders

Staying within the Website app, go to eCommerce > ORDERS>ORDERS.Here we see a new column added for the Signifyd Action. If you've just installed this connector, this column will not have any data until an order has been placed.


If we click into one of the orders that has a Guarantee Status, we see the  Signifyd Score on a smart button, as well as the Signifyd Case Number and Signifyd Status in the order details.

We'll click the  Signifyd Score smart button to see more details.


Good to Know!

 Signifyd Score

A Signifyd score may not appear immediately after placing a test order. Give it a few seconds and come back to it.You can also verify if this order has gone through Signifyd, by going to your Signifyd Account >  Orders and selecting the case.

This brings us to that details page where the details from the case are listed. You will also see there's a link that will take you to the respective case on the Signifyd dashboard.


Next, use the breadcrumbs to navigate back to the sale order.


Once there, we'll click the  Delivery smart button to look at the delivery order.


If you have more than one delivery record, select one of them to open the record.

The delivery order will have a smart button indicating whether or not the order was cleared through Signifyd. This allows your warehouse workers to know, at a glance, the status of that order's fraud check.

If it's approved, you'll see  Approved.


If not you'll see  On Hold.


Good to Know!

Sending Admin Orders Through Signifyd

Since the configuration for Signifyd is website-based, admin orders will not normally be sent through Signifyd. However, if you would like them to be, associate admin orders with a website that is configured to use Signifyd when placing the order.