# Signifyd Account Integration

## Overview

Signifyd is an e-commerce fraud protection solution that checks for fraudulent payments. Signifyd offers an On-Demand plan where you can either manage on your own using Signifyd's fraud score and info, or the Complete Assurance plan, where Signifyd will review, decide, and guarantee all orders for you. Signifyd can be easily set up on your Magento, Shopify, and BigCommerce platforms with a simple plugin install. They also have open APIs, enabling your development team to custom-build a connection from any platform. Sellercloud integrates with Signifyd to pull in the fraud review status submitted from your sales platform. Based on the retrieved response, you can easily manage order processing in Sellercloud, with only approved orders being allowed for shipping.

## Integrate with Signifyd

Sellercloud does not submit orders to be verified by Signifyd, but only makes a GET call to query the order status. They should be submitted outside of Sellercloud, through your website portal, for example.

Signifyd DOES NOT detect fraud for payments made through Paypal. This means that the plugin will not submit Paypal orders but it will mark them **Confirmed**.

Integration Signifyd configuration with Sellercloud is achieved via a plugin and scheduled task. To integrate:

1. Contact [Sellercloud Support](https://descartessystems.aha.io/pages/7630831494839563427) to install the plugin for this connection on your server.
   
2. Create a [saved search](https://descartessystems.aha.io/pages/7630838405969463824) of all the orders that you sent to **Signifyd**.
   
3. Go to **Settings** > **Scheduled Tasks** > **Manage Scheduled Tasks** and click the green button [**Create New Scheduled Task**](https://descartessystems.aha.io/pages/7630838715868958891).

4. Select **Export Order** as a **Task Type**, fill in the other mandatory fields, and click **Create**.

5. A green pop-up window will open. Click on its link to configure the task.

6. In the **Details** panel > **Saved Search** field, select the saved search with Signifyd orders.

7. In the **Details** panel > **Export via** field, select **Signifyd Order Export**.

8. For further information on the page’s fields and the export, refer to the **Scheduled Tasks** article > **Schedule an Export Task** section > [**Export Order Tasks**](https://descartessystems.aha.io/pages/7630838715868958891) drop-down.

## Workflow

When exporting the orders, Sellercloud will query the case status of the order in Signifyd. The disposition returned by the API could be:

- ACCEPT
- APPROVED
- DECLINED
- PENDING
- CANCELED
- IN_REVIEW

Sellercloud can create order statuses and notes based on the response from Signifyd. You can use these statuses and notes to manage the orders for shipping. The response will include the following:

|     |     |
| --- | --- |
| **TERM** | **DESCRIPTION** |
| Status | - Open, Processing, and Held are active and still being processed<br>  <br>- Dismissed and Flagged means that it was processed |
| Score | 0 - 1000. The higher score being the better score. |
| Guarantee Disposition For **Complete Assurance** accounts | - APPROVED - Case Approved<br>  <br>- DECLINED - Case Declined<br>  <br>- CANCELLED - The customer canceled the order after submitting payment.<br>  <br>- PENDING - Approval Pending<br>  <br>- UNSET, NULL - Order was not yet processed |

The plugin has the ability to leave orders notes as well as update the order status in Sellercloud based on the returned disposition to either **Confirmed/In process** or **On hold**. See the sections below for more information.

## Confirmed Only Workflow (Uses Signifyd Order Export v1.0.0.6 or later)

Orders that pass the fraud check will be marked with the status **Order Confirmed**. If you want to prevent orders that have not passed the fraud check from loading into Shipbridge:

1. In Sellercloud, go to **Companies** > **Manage Companies** > Open a company.
   
2. From the **Toolbox**, select **Shipping**.
   
3. Check **Confirmed Only** and click **Save Settings**.

However, because only website orders are managed by the plugin, orders from all other channels will be left as not confirmed. You can either manually mark the orders as **Confirmed** to allow download into Shipbridge or use the **ConfirmNonWebsiteOrderPostOrderPlugin** to mark all non-website orders as confirmed. This workflow only updates orders to **Confirmed** without placing any orders **On hold**.

## On Hold Workflow (Uses CC Signifyd Order Export v1.0.0.0 or later)

If an order is **APPROVED** by Signifyd it will be marked as **Confirmed** in Sellercloud, for any other status, we will place the order **On hold**. Once the status changes and an **APPROVED** response is received, Sellercloud will mark the order as **Confirmed** and update the order status from **On hold** to **In process**.

## For all orders:

- **Score** will be saved to the custom column **signifydScore**
- **guaranteeDisposition** will be saved in the custom column **signifydguaranteeDisposition**

Not all accounts are made equal. The **guaranteeDisposition** is only available with the full Signifyd account subscription.

Required settings:

- Custom Setting: **SignifydAPIKey** - holds the API key provided by Signifyd.

- [Custom Column](https://descartessystems.aha.io/pages/7630852553944422166): **signifydScore** (decimal)

- [Custom Column](https://descartessystems.aha.io/pages/7630852553944422166): **signifydguaranteeDisposition** (string)