Worldline Documentation | Transfer Back Office settings

reduces your efforts by outsourcing most of the Back Office technical settings to the API or the Merchant Portal.

Transfer Back Office settings to the Merchant Portal / API

Check out the table for a comprehensive overview:

Back Office module (Configuration > ?)	Impact on integration
Template > Template selection	Not used by . Learn in our dedicated guides how to customise the look and feel of the Hosted Checkout Page / Hosted Tokenization Page.
Template > File Manager	Upload templates to customise your customers' payment journey. Learn in our dedicated guides how to customise the look and feel of the Hosted Checkout Page / Hosted Tokenization Page.
Template > Advanced configuration	Global: Manages the JavaScript check on Hosted Checkout Page / Hosted Tokenization Page templates. Learn in our dedicated guides how to customise the look and feel of the Hosted Checkout Page / Hosted Tokenization Page. Dynamic template: Not used by .
Technical information > Global transaction parameters	"Default operation code": ignores this setting. Send property cardPaymentMethodSpecificInput.authorizationMode (for card payments) / redirectPaymentMethodSpecificInput.requiresApproval (for non-card payments, i.e. Paypal) / mobilePaymentMethodSpecificInput.authorizationMode (for mobile payments, i.e. Google Pay) in your requests instead. If undefined, our platform processes transactions as authorisations by default. Learn more about authorisation modes in our dedicated Authorisation and Direct Sale guide. "Payment retry": ignores this setting. Send propertyhostedCheckoutSpecificInput.allowedNumberOfPaymentAttempts in your requests instead. If undefined, our platform grants 10 retries. "Default data capture (payment) procedure"/"Processing for individual transactions" are still applicable for transactions.
Technical information > Global security parameters	negates these settings by implementing a different authentication mechanism. See also "API settings".
Technical information > Data and origin verification
Technical information > Payment page	negates these settings. Learn in our dedicated guides how to customise the look and feel of the Hosted Checkout Page / Hosted Tokenization Page.
Technical information > API settings	Manages authentication/webhooks credentials, which you can also do in the Merchant Portal.
Technical information > Transaction feedback	negates these settings by using webhooks instead.
Technical information > Transaction emails	Not used by .
Technical information > Test info	Not used by . Refer to our test cases guide for test data.

Back Office settings/features no longer relevant for

Upon having migrated to , the following Back Office settings/features are no longer relevant:

Configuration > Account > Languages
Configuration > Template > Template section
Configuration > Template > Advanced Configuration > Dynamic template
Mind that > Global is still applicable to Hosted Checkout Page / Hosted Tokenization Page template management.
Configuration > Error logs
Operations > Batch Manager
Advanced > Subscription

Transfer Back Office settings

Transfer Back Office settings to the Merchant Portal / API

Back Office settings/features no longer relevant for

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