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?

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.