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The RSM2000 Gateway: Single and recurring setup

This document details single and recurring payment credit or debit card transactions via the RSM2000 gateway.

RSM paperless direct debit is set up through a separate gateway. Please see the dedicated document on this topic.

We can currently process donations from Visa (Credit, Debit, and Electron), MasterCard, Maestro, American Express, Japan Credit Bureau, and Diners Club cards via RSM. Please note that Solo is no longer a valid card scheme and should not be offered as a payment method.

The available currencies are EUR, GBP, and USD, subject to your arrangements with RSM. The currencies you want to enable are selected when you set up the gateway. If you are using multiple currencies, you will need to include a currency form field in your default supporter record and on your donation pages. Otherwise you just need to define the currency you are using at payment gateway set up.

The initial payment is processed in the same way as a single payment, and then subsequent payments are requested automatically by our gateway. You can manage recurring payments via the ‘Manage supporters’ page in the client dashboard. The instructions below will take you through the whole process of creating a donation page to accept recurring payments. Note that you can take both single and recurring payments through the same donation page, depending on the options selected by the supporter.

PSD2 and SCA

RSM2000 will be moving all their clients to 3D Secure (1). They will be supporting 3D Secure 2 in the future but for the moment say that this is enough to be compliant. There are no changes you will need to make to your gateway settings in Engaging Networks.

Before setting up

Before creating RSM donation pages, you will need to have arranged your merchant account with RSM and your bank.

It is also necessary to log in to your RSM merchant account and enable the following IP addresses:

3.19.5.96
3.140.123.11
3.97.146.169
15.222.229.212

Note: You will need your credit card vendor ID from RSM in order to link up your gateway.

Setting up a gateway

It is recommended that you create and keep two separate gateway records in your account, one for testing and one linked to your live gateway. Donation pages should be linked to a test gateway initially, and then switched to a live gateway before launch. To create each one:

  1. Go to the Hello menu > Account defaults, then Gateways

  2. Click New Payment Gateway to create a new entry

  3. The fields are set up as follows:

Field

Description

Reference name

A unique name for the gateway. It is a good idea for the name to include the type of gateway (e.g. RSM credit card), the currency, and whether it is a live or test gateway.

Select gateway

Select the RSM credit card gateway.

Vendor ID

Please note that this must be your RSM vendor ID for card payments. If you also have a vendor ID for PDD this will differ, so you will need to make sure you use the correct vendor ID for each. If you are setting up a test gateway, you should use a test vendor ID. Please contact RSM to obtain your test vendor ID.

Currency

Select the appropriate currency for the gateway, subject to what you have agreed with RSM and your bank. If you have multiple currencies, this will be overridden by your currency form field.

Test mode

Should be checked for a test gateway, must be unchecked for a gateway that will accept live donations.

Form fields

The following fields need to be set up in the default supporter record and then added to the form in ‘Build’. Optional/required fields are indicated.

Mandatory fields for credit card transactions

Form field

Mandatory/optional

Value

Description

Email address

Mandatory

Alphanumeric

Email. Max 50 chars.

Credit card holder name

Mandatory

Alpha

Card holder name exactly on card.

Credit card number

Mandatory

Integer

Credit card number w/o spaces.

Payment type

Mandatory

Alpha

Valid values are VISA, VISA DELTA, VISA ELECTRON, MASTERCARD, MAESTRO, AMERICAN EXPRESS, JAPAN CREDIT BUREAU, DINERS CLUB (case insensitive).

Note that Visa Debit cardholders will need to submit the payment type ‘VISA DELTA’.

Credit card expiration

Mandatory

Date

Format must be MM/YY. It is strongly recommended that you use the ‘split select’ field type for this form field. See below for details.

Credit card verification value (CVV2 or CVC2)

Mandatory

Numeric

The additional card verification value printed on the card, used for fraud checks. Although technically optional, either the RSM2000 rule set, or the bank, may decline transactions where it is not provided.

Payment currency

Mandatory*

Alpha

*Only mandatory if you are using multiple currencies. One of EUR, GBP, or USD. The currency you submit must have been enabled in your accounts by RSM.

Issue number

Mandatory*

Numeric

The 1 or 2 digit issue number. This is used if supplied and required but set to ‘blank’ if the RSM rule set believes it is not required.

*Only required for MAESTRO cards.

Card start date

Mandatory*

Date format (MM/YY)

*Only required for MAESTRO cards.

Donation amount

Mandatory

Numeric

May be entered as a whole number, or with two decimal places. E.g. Twelve pounds may be entered as ’12’ or ‘12.00’. You may want to consider using the ‘select with input’ or ‘radio with input’ field types.

Additional optional fields

Form field

Mandatory/optional

Value

Description

Title

Optional

Alpha

Optional supporter title, if populated it must be one of: Dr, Mr, Mrs, Ms, Miss, Professor, Reverend, Sir, Lady

First name and last name

Optional

Alphanumeric

Optional supporter name field.

Address 1

Optional

Alphanumeric

The address of the cardholder, used in address verification checks. Only the numeric part of the address is required.

Postcode

Optional

Alphanumeric

The postcode of the cardholder, used in address verification checks. Only the numeric part of the postcode is required.

Country

Optional

Alphanumeric

3 letter ISO code for the country.

Appeal code

Optional

Alphanumeric

If you wish to tag your donations with a particular appeal code. You want to use a Hidden field for this with a default value. Note: Only use alphanumeric names, as any special characters including dashes may be rejected by RSM. The field must be mapped to the tag ‘Appeal Code’ in your account data structure. See our Account Data Structure Tagged Field list for details.

Gift Aid

Optional

Y or N

If you are collecting the supporter’s Gift Aid status in Engaging Networks, you can also pass this flag across to RSM.

The field must be mapped to the tag ‘Tax Deductible’ in your account data structure. See our Account Data Structure Tagged Field list for details.

A note if you are passing Gift Aid to RSM

If you are passing Gift Aid to RSM, some of the Optional Fields now become mandatory. In addition to the mandatory fields, you will now also need to pass the following tagged fields: First Name, Last Name, Address 1, Postcode.


It is recommended that you apply validators for specific fields (e.g. numeric validator, date validator). The validators will need to be created in Pages > Components > Alerts & Validators and then applied to specific form fields in a form block.

In particular for RSM, we recommend applying custom validators to certain fields, because RSM is very specific on the characters it will accept. Below, we have given details of some custom validators to create if you are using RSM, and which fields to apply them to.

Type: Alphabet character only
Format: ^([A-Za-z ])*$
Fields: First name, Last name, City, Region

Type: Letters, numbers and spaces
Format: ^(([\s*])|([A-Za-z0-9 .’\-/]))*$
Fields: Address line 1, address line 2 … etc.

A recurring payment page is built in exactly the same way as a single payment page, but with the addition of several fields specific to recurring payments (note this isn’t direct debits, but recurring card payments):

Recurring donation fields

Form field

Value

Description

Recurring payment

Alpha

Submitting ‘Y’ will flag the transaction as a recurring payment. Any other value will result in a single payment.

Recurring frequency

Alpha

Permitted values are MONTHLY, QUARTERLY, SEMI_ANNUAL and ANNUAL. We recommend a ‘select’ dropdown for this.

Recurring day

Numeric

The day of the month on which the recurring payment should be taken.

Testing donation pages

To test your page, you will need to have obtained a test vendor ID (for card transactions) from RSM, and then used this to set up a test gateway in your Engaging Networks account. You can then use the following details to submit test transactions:

Test card details

Card type

Card number

Issue no.

CV2

Address

Postcode

Visa Credit

Visa Delta

Visa Electron

Mastercard

UK Maestro

Int Maestro

AMEX

DC

4929000000006

4462000000000003

4917300000000008

5404000000000001

5641820000000005

300000000000000004

374200000000004

36000000000008

n/a

n/a

n/a

n/a

01

n/a

n/a

n/a

123

123

123

123

123

123

123

123

88

88

88

88

88

88

88

88

412

412

412

412

412

412

412

412

If you have 3D secure enabled on the gateway, you will also need to:

  1. Include the phrase “3d” in the cardholder name
  2. When you are asked for a 3d secure password, use “password”
Updated on September 16, 2021

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