Connecting a payment provider enables you to securely accept payments from customers using various methods such as cards, wallets, and bank transfers. This guide walks through the essential steps to connect a provider, configure payment settings, and begin processing transactions efficiently.

TABLE OF CONTENTS

• What is a Payment Provider Integration?
• Key Benefits
• Choose Your Payment Provider
• Collect Required Credentials
• Connect Your Payment Provider
• Configure Payment Methods and Modes
• Testing Before Going Live
• Provider-Specific Setup
• Frequently Asked Questions
• Need Help?

What is a Payment Provider Integration?

A payment provider integration links your account to a payment processing service, allowing you to collect payments online. Once connected, it manages transactions, payment methods, and ensures secure processing for your customers.

Key Benefits

• Accept Payments Easily: Start collecting payments without manual setup
  
  

• Multiple Payment Options: Support cards, wallets, and more
  
  

• Test Before Launch: Validate setup using test mode
  
  

• Centralized Control: Manage all payment settings in one place
  
  

• Scalable Setup: Add or switch providers as needed

Choose Your Payment Provider

Selecting the right provider ensures compatibility with your business needs and customer base.

Consider:

• Supported countries and currencies
  
  

• Available payment methods
  
  

• Fees and payout timelines
  
  

• Features like subscriptions and refunds

Collect Required Credentials

Some providers require credentials to complete the setup.

You may need:

• API keys (test and live)
  
  

• Security or webhook keys
  
  

• Merchant or account ID

Keep these ready before starting the connection.

Connect Your Payment Provider

To connect a provider:

• Navigate to the Payments section
  
  

• Open the Integrations tab
  
  

• Select your preferred provider
  
  

• Enter required credentials or complete the login authorization
  
  

• Save the connection

Once connected, your account will be ready to process payments.

Configure Payment Methods and Modes

After connecting your provider, configure how payments are accepted:

• Open your connected provider settings
  
  

• Select Manage Payment Methods

• Choose the appropriate channel (account or location)
  
  

• Set mode to Test (for trials) or Live (for real payments)
  
  

• Enable or disable payment methods as needed

These settings control how customers can pay you.

Testing Before Going Live

Testing ensures everything works before accepting real payments.

• Enable test mode
  
  

• Run sample transactions
  
  

• Confirm successful processing

Switch to live mode once testing is complete.

Provider-Specific Setup

Each payment provider may have unique requirements. Refer to the specific setup guide for your provider for detailed instructions and advanced configurations.

Frequently Asked Questions

Q: Do all providers require API keys?

Some providers use a login-based connection, while others require manual credentials.

Q: Can I connect more than one payment provider?

Yes, multiple providers can be connected and managed.

Q: What is test mode?

Test mode allows you to simulate transactions without processing real payments.

Q: Why are payments not processing?

Check provider connection, credentials, and ensure live mode is enabled.

Need Help?

• Verify credentials are entered correctly
  
  

• Ensure your provider account is active and verified
  
  

• Confirm the correct mode (test vs live) is selected
  
  

• Check enabled payment methods

If issues continue, reach out to support for assistance.