Where there is a need for more customization and control over the checkout experience, a headless version of Primer’s Universal Checkout is available.
You can use Headless Universal Checkout with your UI, giving you more flexibility and allowing you to move faster when making design changes, while still having Universal Checkout capture sensitive PCI card data or other form data.
If you're looking for a simpler way of integrating Universal Checkout, consider integrating our Drop-In checkout.
Not all payment methods are currently compatible with Headless Checkout.
Please refer to this table to learn more about the payment methods available for Headless Checkout.
Before you start
Before you start, make sure:
- you are ready to process a payment
- Universal Checkout is properly configured in the dashboard
Create a client session
A client session is the starting point for integrating payments at Primer. You can attach any data associated with the order
to your client session.
Creating a client session provides you with a client token, a temporary key used to initialize the Universal Checkout.
The information you include in the client session is used in the Dashboard:
- to conditionally route payments with Workflows
- to activate payment methods and other features in Universal Checkout
So pass as much information as you can!
Generate an API key
Requests to our API are authenticated using an API key in the X-Api-Key
header. Create an API key by visiting the developer page of the Primer Dashboard.
Make sure to set the following scopes for your API Key:
client_tokens:write
transactions:authorize
Make a client session request
On your server, create a client session with POST/client-session
.
Make sure to pass at least the following data:
Field | Description |
---|---|
Your reference for the payment. Make sure to keep track of orderId - you will later receive updates to the payment via Webhooks. The payment will contain the orderId specified in the client session. | |
The three-letter currency code in ISO 4217 format. e.g. use USD for US dollars. | |
The details of the line items of the order. |
The body of a successful response contains a clientToken that you will use to initialize the Universal Checkout.
Here is how the client session request to the Primer API should look like:
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curl --location --request \ POST 'https://api.sandbox.primer.io/client-session' \ --header 'X-Api-Key: <YOUR_API_KEY>' \ --header 'X-Api-Version: 2.2' \ --header 'Content-Type: application/json' \ --data '{ "orderId": "<YOUR_ORDER_ID>", "currencyCode": "GBP", "amount": 5000, "order": { "lineItems": [{ "itemId": "shoes-123", "amount": 2500, "quantity": 2 }], "countryCode": "GB" } }' # Here is a (heavily truncated) example response { "clientToken": "THE_CHECKOUT_SESSION_TOKEN", "clientExpirationDate": "2022-03-08T14:00:00Z", "orderId": "<YOUR_ORDER_ID>", "currencyCode": "GBP", "amount": 5000, "order": { "lineItems": [{ "itemId": "shoes-123", "amount": 2500, "quantity": 2 }], "countryCode": "GB", }}
Get Started
Primer Headless Universal Checkout works in a simple way:
- 1Get a
clientToken
from your server. - 2Start Primer Headless Universal Checkout with the client token.
- 3Primer Headless Universal Checkout will then return the
available payment methods
for the session initiated. Those payment methods that have been configured in the Dashboard and whose conditions match the current client session will be returned. - 4You show the user the list of available payment methods.
- 5When the user selects a payment method, show its UI to enable the user to enter their credentials. Depending on the payment method, you will have to either ask the SDK to render it, or build the UI yourself.
- 6Primer's Headless Universal Checkout will then create a payment for you and manage its lifecycle. You will receive a confirmation of payment with a callback to indicate the checkout flow has completed.
Install the SDK
Add the SDK package
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# With yarnyarn add @primer-io/react-native # With npmnpm i @primer-io/react-native --save
Requirement for iOS
Once you are done, navigate to the /ios
folder and run pod install
.
For more details about SDK versions, please see our changelog.
Step 1. Prepare Headless Universal Checkout
Firstly, import HeadlessUniversalCheckout
from @primer-io/react-native
. Then set Headless Universal Checkout callbacks in the headlessUniversalCheckoutCallbacks
property of your settings. These callbacks are handled during the checkout’s lifecycle.
Once done, start HeadlessUniversalCheckout
with your session’s client token. This will return a list of available payment methods for you to handle.
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import { useEffect } from 'react'import { HeadlessUniversalCheckout, PrimerSettings, PrimerCheckoutData } from '@primer-io/react-native' export const CheckoutScreen = () => { const [paymentMethods, setPaymentMethods] = useState(null) useEffect(() => { const initHeadlessUniversalCheckout = async () => { const settings: PrimerSettings = { //... headlessUniversalCheckoutCallbacks: { onCheckoutComplete = (checkoutData: PrimerCheckoutData) => { // Here you will receive the checkout data of the payment. }, onAvailablePaymentMethodsLoad = (paymentMethodTypes: string[]) => { // paymentMethodTypes contains the payment methods identifiers available // for the client session. }, }, } // 👇 Call this function to start Headless Universal Checkout and retrieve the list of available payment methods const availablePaymentMethods = await HeadlessUniversalCheckout.startWithClientToken(clientToken, settings) setPaymentMethods(availablePaymentMethods) } initHeadlessUniversalCheckout() }, [clientToken])}
Each payment method returned contains the following:
paymentMethodType
a unique string identifier for the payment method (e.g.ADYEN_IDEAL
)paymentMethodName
an user friendly English localized string identifier for the payment method (e.g.Apple Pay
)supportedPrimerSessionIntents
an array ofSessionIntent
which defines what intents can be used with this payment method (i.e.CHECKOUT
orVAULT
).paymentMethodManagerCategories
an array which defines the payment method managers that can be used with this payment method (i.e.NATIVE_UI
orRAW_DATA
).- [Optional]
requiredInputDataClass
theString
representing class type that should be used with the raw data manager.
Step 2: Render available payment methods UI
You should now have the available payment methods for the client session. You can render your own UI for each payment method, or take advantage of the AssetsManager
helper to get access to payment methods' assets.
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import { AssetsManager, Asset } from '@primer-io/react-native' const getPaymentMethodAssets = async () => { const assetsManager = new AssetsManager() const assets: Asset[] = await assetsManager.getPaymentMethodAssets() return assets}
The payment method asset contains the following:
paymentMethodType
a unique string identifier for the payment method.paymentMethodName
an user friendly English localized string identifier for the payment method (e.g.Apple Pay
)paymentMethodLogo
contains the logos’ local URLscolored?: string
: Local URL for the colored value of the logodark?: string
: Local URL for the dark value of the logolight?: string
: Local URL for the light value of the logo
paymentMethodBackgroundColor
contains the background colors hex valuescolored?: string
: Color hex value for the colored background colordark?: string
: Color hex value for the dark mode background colorlight?: string
: Color hex value for the light mode background color
colored
, dark
and light
variables are all optional, but it is guaranteed that the objects will contain at least one of them.
With the above URLs and colors you can build your own payment method UI 💪.
Step 3: Implement a payment method manager
Now that your UI presents the available payment methods, let's use the payment method managers to allow users to go through the payment method flow.
A payment method manager is a class abstracting the state and UI of a given payment method. Currently, there are 3 payment methods managers, each of them responsible for a different payment method category.
PrimerHeadlessUniversalCheckout.NativeUIManager
The native UI manager is responsible for all payment methods that need to present their own UI (e.g. Apple Pay or Google Pay).PrimerHeadlessUniversalCheckout.RawDataManager
The raw data manager is responsible for each payment method that you need to pass some raw data (e.g. card form).
Bear in mind that a payment method might be able to be implemented by more than one payment method manager. You can check which managers are supported for each payment method in the paymentMethodManagerCategories
of the payment method objects received in Step 1.
A manager can only be used after Headless Checkout has been initialized. We consider Headless Checkout to be initialized after the onAvailablePaymentMethodsLoad
is triggered and payment methods for the provided clientToken
are returned.
If that’s not the case SDK will throw a uninitialized-sdk-session
error.
If a payment method manager gets initialized with an unsupported payment method type (i.e. the payment method's object doesn't include the manager's category), it will throw an unsupported-payment-method-type
error.
Native UI manager
This manager can be used for any payment method that contains NATIVE_UI
in the paymentMethodManagerCategories
array.
The native UI manager can be used for any payment method that needs to present its own UI, like Apple Pay.
Make sure that the intent
in the showPaymentMethod
function is valid and contained in the supportedPrimerSessionIntents
array.
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import { NativeUIManager } from '@primer-io/react-native' const payWithPaymentMethod = async (paymentMethodType: string) => { const nativeUIManager = new NativeUIManager() await nativeUIManager.configure({ paymentMethodType: paymentMethod.paymentMethodType }) await nativeUIManager.showPaymentMethod(SessionIntent.CHECKOUT)}
That’s it! The SDK will present the native UI to the user, and then attempt to create a payment.
The payment’s data will be returned on the onCheckoutComplete
that we configured in Step 1.
Raw Data Manager
This manager can be used for any payment method that contains RAW_DATA
in the paymentMethodManagerCategories
array.
The raw data manager can be used for payment methods that allow you to pass the data in the SDK (an example would be card data).
With the raw manager, you can use your fully customized UI and still use all of the features that make Primer great.
At any point, you can validate your data by calling setRawData()
and by listening to onValidation
. Primer will return errors specific to each required input.
When the data is valid, you can send it to Primer for further processing by calling submit()
.
Configure the RawDataManager
RawDataManager
Assuming that the payment method contains RAW_DATA
in the paymentMethodManagerCategories
, create your raw data manager, and optionally set its delegate.
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const initialize = async (paymentMethod: PaymentMethod) => { // 👇 Initialize the raw data manager await rawDataManager.configure({ paymentMethodType: paymentMethod.paymentMethodType, onMetadataChange: data => { // For example card number detected to be Visa }, onValidation: (isValid, errors) => { // Show on your UI if the card data aren't valid }, })}
Build a form
Build your own form to let the users enter their data. You can use the getRequiredInputElementTypes()
object to get informed about what input fields you have to render. It returns an array that can contain any of the following:
- "CARD_NUMBER",
- "EXPIRY_DATE",
- "CVV",
- "CARDHOLDER_NAME",
- "PHONE_NUMBER"
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const initialize = async () => { // ... // Once done, get the required input elements types. // 👇 Get the required input element types, which will enable you to build your form const requiredInputElementTypes = await rawDataManager.getRequiredInputElementTypes()}
Build and validate your rawData
rawData
Then use the class type that has been provided in the requiredInputDataClass
in the payment method to build your raw data. Let’s say that you’re building card data, then you would do the following:
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// 👇 Create your raw dataconst rawCardData: CardData = { cardNumber: cardNumber, expiryDate: expiryDate, // 👈 ex. 03/2030 cvv: cvv, cardholderName: cardholderName,} // 👇 Set your raw data on the managerawait rawDataManager.setRawData(rawCardData)
Each time you set the data on the raw data manager, the manager will validate them and notify you via the callback onValidation
. You can then change the state of your submit button based on the validation changes.
You can also listen to the onMetadataChange
that will notify you of metadata updates, e.g. that the card type was detected.
Submit the form's data
Once the data has been validated, call the manager's submit()
function.
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const handleSubmit = async () => { // 👇 Submit the data that have been set in prior steps await rawDataManager.submit()}
That’s it! When the function submit()
is called, the SDK will attempt to create a payment.
The payment’s data will be returned on the onCheckoutComplete
configured in Step 1.
Handle errors
Use the onError
callback of the HeadlessUniversalCheckout
options to handle any errors emitted by the SDK during the checkout flow.
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const onError = ( error: PrimerError, checkoutData: PrimerCheckoutData | null, handler: PrimerErrorHandler | undefined,) => { // Handle the error}
Advanced Configuration
For more customization on your needs, you can listen to all events posted by Headless Universal Checkout and react to them. Visit the API reference for a full list of the listener functions.
Prepare 3DS
- In order to make the SDK lightweight, 3DS requires the addition of the Primer 3DS library. Check out our guide on how to add the Primer 3DS library to your iOS app.
- When the user pays by card, the Workflow will decide whether or not a 3DS challenge is required. If so, Headless Universal Checkout will automatically render the 3DS challenge.
- To improve 3DS success rates, it is recommended to pass the following elements in the Client Session:
Field | Description |
---|---|
The customer's email address | |
The customer's billing address |
Learn more about how to configure 3DS!
Did It Work?
If everything went well, you should be able to see the payment you just created on your Dashboard under the Payments menu.