Skip to main content

Magento 2

Efí Official Module for Magento 2 - Version 1.0.0


The Efí module for Magento 2 allows you to receive payments through transparent checkout via our API. With it, the store owner can choose to receive payments via Bank Slip, Credit Card, Open Finance, and/or Pix.


1. Requirements​

  • Compatible Magento 2 versions: 2.4.4, 2.4.5, and 2.4.6
  • Minimum PHP version: 8.1.x

2. Module Installation​

Download the module and follow the steps below according to how your store was installed:

Install using Composer​

  • Install via packagist
    • composer require gerencianet/module-magento2
Attention!

At this moment, your Magento authentication credentials may be requested. If you have any doubts, there is a description of how to proceed in this official documentation link.


  1. Run the commands:
  • bin/magento setup:upgrade
  • bin/magento setup:di:compile
  • bin/magento cache:clean
  • bin/magento setup:static-content:deploy -f
  • bin/magento cache:flush

Install using Github​

Download the module: Click here!

  1. Extract the contents of the ZIP download and move the \Magento2 directory inside the Gerencianet folder;

  2. Check if your directories in your store are like this app/code/Gerencianet/Magento2;

  3. Enable the module with the following command, bin/magento module:enable Gerencianet_Magento2;

  4. Install the Efí PHP SDK using the following command composer require gerencianet/gerencianet-sdk-php:5;

  5. Run the command: bin/magento setup:upgrade;

  6. Run the command: bin/magento setup:di:compile;

  7. Run the command: bin/magento cache:clean;


3. Settings​

Access the Magento Admin Panel, in the side menu click on Stores > Configuration > Customers > Customer Configuration > Name and Address Options. In Number of Lines in Address, you must inform the number 4, as shown in the image below:

banner

Address Settings

NOTE: In the user registration, fill in the address fields with street, number, neighborhood, and complement, respectively.

Also, make sure that the phone field is mandatory.

After configuring the Customer, access the Magento Admin Panel, in the side menu click on Stores, then click on Configuration, in the Sales sub-menu click on Payment Methods. The screen for configuring the site's payment methods will be loaded.

banner

Module Settings


4. How to Enable the Efí Module​

In the first information block, there is the configuration to enable or disable the module completely, check Yes to continue the configuration.

banner

Module Settings

Fields:

  • Environment: Used to describe whether transactions will be carried out in production or testing environment.
  • mTLS Validation: if enabled, we will validate the mTLS
  • Account Identifier: Efí account identifier
  • New Order Status: Used to set the Order Status after completing the purchase.
  • Development or Production Credentials: Here you provide your credentials (Client Id and Client Secret of the selected environment).

Next, we have credit card settings, billet settings, PIX settings, and Open Finance settings.

NOTE: For all the following settings to work, the entire previous step-by-step must have been followed.

Billet​

In this section, you have the billet settings.

banner

Billet Settings

Fields:

  • Enabled: Used to enable or disable the billet functionality.
  • Title: Changes the payment method name at checkout.
  • Billet Validity Days: Billet validity.
  • Fine After Due Date: Value of the fine to be charged after the due date.
  • Interest After Due Date: Value of interest to be charged.
  • Instructions on the billet: Here you have four fields that can be filled with messages on the billet, as long as the interest and fine options are zeroed out.

Credit Card​

In this section, you have the credit card settings.

banner

Credit Card Settings

Fields:

Enabled: Used to enable or disable the credit card functionality. Title: Changes the payment method name at checkout. Sort Order: Payment method sorting.

Attention!

All installment configuration is done through the Efí dashboard.

Pix​

In this section, you have the Pix settings.

banner

Pix Settings

Fields:

  • Enabled: Used to enable or disable the PIX functionality.
  • Title: Changes the payment method name at checkout.
  • Pix validity days: PIX validity period (in seconds).
  • Pix Certificate: Certificate generated in the Efí dashboard.
  • Pix Key: Your registered Pix key in Efí.
Pix Key

If your Pix key is registered as a phone number, don't forget to follow the pattern defined by BACEN, informing +55 DDD and the number, for example: +5531988887777


Open Finance​

In this section, you have the Open Finance settings.

banner

Open Finance Settings

Fields:

  • Enabled: Used to enable or disable the Open Finance functionality.
  • Title: Changes the payment method name at checkout.
  • Open Finance Certificate: Certificate generated in the Efí dashboard.
  • Name: Name of the account holder.
  • CPF/CNPJ: Document of the account holder.
  • Account Number: Efí account number.

5. Frequently Asked Questions​

Is it mandatory to have SSL on my store to accept payments with the module?​

To make the Efí module for Magento work, it is not necessary for the store to have an SSL certificate. However, it is highly recommended by Efí that merchants use it. Regardless of its use, all payment data is encrypted and securely transmitted for payment validation. The presence of an SSL certificate installed on your store ensures greater security for both the merchant and customers making purchases. The absence of the SSL certificate on the payment screen may cause the merchant to lose sales, as customers may feel insecure entering payment details on a page without a certificate.


I want to use Transparent Checkout so that the customer does not leave my store to make the payment. Is it possible?​

Yes. The Efí module for Magento uses transparent checkout to process customer payments, meaning that customers will never leave your online store to complete the payment. Thus, in the final step of the purchase, customers will be asked for the mandatory data to finalize the payment.


The installment options for payment are not loading. How to fix?​

If after installing and configuring the module the credit card installments do not load when clicking on the card logos, the merchant should verify the credentials entered in the module configuration (Client_Id, Client_Secret keys, and also the "account identifier"). If they are correct, contact Efí so that the problem can be analyzed.


I am receiving the message “Unauthorized” when trying to finalize a purchase. What should I do?​

This error message may be related to incorrectly entered credentials. Check if your credentials are correctly entered in the respective PRODUCTION and DEVELOPMENT fields. Check out our FAQ for detailed information.


I am seeing the message “ATTENTION! This store is in Development Mode. A test ticket will be generated in Efí's Sandbox environment”. How to fix it?​

This message will be displayed when your module is configured in test mode (sandbox). To remove this message and start receiving payments with Efí, access the module settings at System > Configuration > Payment Methods > Efí Transparent and change the Environment option from Development to Production.


Where can I track the transactions generated by the module?​

The transactions generated through the module can be tracked in your Efí account at the link API > My Applications > Your Application. Through the "Production" and "Development" tabs, you can track all transactions and their respective statuses, according to the environment you are using.


When I try to make a payment, I receive the message “An error occurred while trying to make your request. Contact the store owner.”​

This error message may be displayed at the time of checkout for various reasons. In this case, the first step is to check the credentials of your application and also check in your API the "request history" sub-tab. Learn how to use this feature.


6. Support and Suggestions​

Your suggestion of new ideas and implementations for the Efí module for Magento is very important. Therefore, if you have any ideas, please contact our team. We will analyze your suggestion and evaluate the possibility of implementation.

If you have any questions, please contact us through the Efí website.

Last updated on