Integrating with a Payment Processing Merchant

Important: For testing purposes, add credentials to your Stage environment first (if available).

This section will show you how to integrate your system with a payment processor (money-in) merchant provider.

Integrating involves entering credentials given to you by your provider and mapping in which stores and regions that provider will be available. Once integrated with a payment processor, you’ll be able to receive payments from orders and Subscriptions in the various stores.

Specific Provider Integration Guides

Creating an Account with a Provider

When you’re ready to integrate with a merchant that handles payment processing, contact a provider and create an account.

After you’ve set up your account with them, your provider will provide you with credentials. Each payment provider form has a unique set of authentication fields. Work with your provider to get the correct credentials.

Payment Processing Merchants

✨ Starter Tier must use the preferred providers listed. For Business and Premium Tiers, if a provider is not on the list you want to use, a solution provider can custom develop an integration. Contact Customer Care for more details.

Payment Processing Merchants are what you use to collect money from orders and Subscriptions.

Adding Provider Credentials

Admin: Corporate Admin
Page: Administration > Advanced Settings > Merchants
URL: [CLIENTID].corpadmin.directscale[ENVIRONMENT].com/Settings?category=Merchants
Permission: ViewAdministration(), ViewAdvancedSettings()

On the Merchants tab, there are hosts of money-in (payment processor) merchant provider forms.

  1. Scroll down until you find your provider’s form.

  2. Enter the credentials provided by the merchant in the form.

    Payment Merchant box example
  3. The majority of the forms have an Is Live checkbox. When disabled, the merchant is in simulated transaction mode that allows you to test payments on your Stage environment. When you’re ready to start using the merchant to accept real money, enable this setting on your Live environment.

    Is Live checkbox example

    Important: All integrated merchants must have Is Live enabled on Live to function.

  4. Click the Save Changes button.

Next Steps

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