On the Advanced Settings > Merchants page, there are a host of money in/out payment provider forms. Locate your chosen provider and enter the credentials.
What We’ll Cover
To access the Advanced Settings section, you must have the ViewAdvancedSettings() permission enabled for your Role.
Read more: Assigning Employee Permission Roles
Finding the Settings
Warning: Always set up new integrations in your Stage environment to test functionality (if your plan includes a Stage environment). Then repeat the process in your Live environment. This protects your system from any errors that may occur. To access your Stage environment, replace
directscalestage.com in the URL.
In Corporate Office, navigate to: Administration > Advanced Settings > Merchants.
- Scroll down until you find your payment provider’s form.
- Enter the credentials provided by your payment provider in the form.
- Click the Save Changes button at the bottom of the page.