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How to Integrate your Payment Processor

Here's how to can integrate your payment processor for chargeback automation

PayPal

Part 1: Adding us as a user

This is necessary as we may use human input to help you win and analyze disputes.

To add us as a user, go back to your normal PayPal dashboard

  1. Step 1: Click "Account Settings"

  2. Step 2: Click "Update' under "Manage Users"

  3. Step 3: Click "Add User"

    1. There are certain regions where Paypal would require you to provide an address when you send a user invite. The address to provide is:
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      ​Country or Region: United States

      Street Address: 500 W 2nd St Suite 1900,

      City: Austin

      State: TX

      Zip Code: 78701
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    2. Please note, you can set any user ID for us.

      1. For Example: Disputifier1234
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  4. Step 4: Enter the following user information. Be sure to use 4 unique numbers for the user ID.

  5. Step 5: Select the following permissions:

    1. Access APIs and developer support site

    2. Process refunds and resolve disputes

    3. Access Message Center

Part 2: How to connect PayPal

  1. Step 1: Navigate to Settings > Integrations within Disputifier. Click "Add" under PayPal

  2. Step 2: Login to PayPal. Click "Developer"

  3. Step 3: Click "Apps & Credentials". Ensure that the toggle status is set to live.

  4. Step 4: Click "Create App". Name the app "Disputifier" or whatever you'd like.


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  5. Step 5: Steps:

    1. Copy the Client ID

    2. Paste this in Disputifier

    3. Copy the Secret key

    4. Paste this in Disputifier

    5. You can use the same user ID that you set for Disputifier in Step 1

    6. Save
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      ​Note: Multiple PayPal accounts can be integrated by clicking the "Acct. #2", "Acct. #3" buttons.
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  6. Step 6: Select "Customer disputes" and "Transaction search" permissions. Click "Save changes".

That's it!

Stripe

Part 1 - Team Access

Step 1: Login to your Stripe Account

Step 2: Click on the Settings wheel

Step 3: Head over to Teams & Security

Step 4: Click on New Member

Step 5: Add the email hello@disputifier.com and select Dispute Analyst, Refund Analyst and Support Specialist as the roles.

Step 6: Send Invite

Part 2 - API Access

Step 1: Click Developers > API Keys

Step 2: Create a Restricted Key



Step 3: Setting Permissions (Important)

Leave the default settings the way they are but there are certain permissions where disputifier would require Write access
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They are
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Core

Connect
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Issuing
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All Webhook
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​Radar
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Step 4: Create Key & Copy


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Part 3

Step 1: Login to the Chargeback Management App

Step 2: Go over to the Settings section and then the Integrations

Step 3: In the integrations, click on "ADD" below to Stripe

Step 4: Enter your Stripe details from the previous part and click SAVE.

Airwallex

​1: Login to your Chargeback Management App

2: Head over to Settings > Integrations and look for Airwallex
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3: Click on the Add button in front of Airwallex
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​This will take you to the Airwallex login page​
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4: Login to your account (example below)
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5: Select your business(account) in Airwallex. Only necessary if you're using multiple accounts in Airwallex

6: Accept the preselected access that we require and click on the checkboxes so we have necessary access
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7: Click Allow

Maverick

Step 1: Adding us as a user

  • Click "users" on the sidebar menu.

  • Click "options" then click " New User"

Use the email onboarding+yourbusinessname@chargebackautomation.com
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For example, if your business name is ABC the invite needs to be sent to onboarding+abc@chargebackautomation.com

  • Be sure to select active to "yes"

  • And check "send activation link"

Click submit.

  • Head over to the security section
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  • On the Next Page Click to Add App

  • Add the ID L2BPBg9zMq and click Submit

  • On the Next Page Click Confirm and leave the pre-defined selection as it is

Step 2: Setup Maverick in the APP

  1. Login to the Chargeback Management App
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  2. Head over to the Settings section > Integrations and look for Maverick
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  3. Click on Add
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  4. Enter your Maverick DBA's
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​Here's where you can find your Maverick DBA's


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TagadaPay


​Step 1: Creating an Access Token

  • Login to your TagadaPay Account

  • Click on Settings

  • Click on Access Tokens

  • Click on Add New Access Tokens

  • In this Section add Disputifier as the name and ensure you select Admin as the role
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  • Click SAVE

  • After Saving you will be taken back to the Access Token page

  • Click on where is says Disputifier

  • Copy the Access Token generated

Step 2: Adding the Access token in the chargeback Management App

  • Login to the Chargeback Management App

  • Head over to Settings > Integrations

  • Search for TagadaPay and Click on Add
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    ​

  • Add the Token Key that you copied in Step 1 and click Save

That's it, you've successfully integrated TagadaPay!

Chase Paymentech

Please Note: Chase Paymentech does not provide chargeback decisions (won/lost) except by physical mail.

This means we have no visibility on win rate and cannot optimize responses.

We highly recommending switching payment processors. Please contact us if you'd like us to connect you with a good fit.

If switching payment processors is not an option, we can still handle Chase Paymentech chargebacks. However, we cannot offer success-based pricing since it's impossible to track wins. Pricing for Chase Paymentech is instead charged based on transaction value:

Annual: 4.5% of chargeback total

Pay as you go: 9% of chargeback total

Steps for integration

Step 1: Call Chase.

If you haven't joined the Online Dispute Management System, you'll have to contact Chase and ask for this to be unlocked. This allows cases documents to be submitted online.

Step 2: Add another user.

  1. After signing in, choose "Account management" and then "Access & Security Manager"

  2. Choose "Add authorized user" and fill in required information, choose "Next". For "email", you can input hello@disputifier.com, for "number", you can input 19193206869. For "name" you can enter "Chargeback" "Automation"

  3. Review information and choose "Add user"

  4. Provide the username to your authorized user - they will receive an email from Chase with a temporary password to sign in

  5. To assign rights, start by selecting access level under each account

  6. Select "see activity only"

  7. Choose "Next" when finished and then "Next" again to confirm

Step 3: Contact us

To ensure we received proper access successfully, please contact us for final confirmation.

Step 4: Sit back, relax, and win chargebacks

AccessMyIQ

Login - IQ

This comprehensive guide will walk you through the entire process of connecting your iQ Payment Processing account with ourchargeback management system. Follow these steps carefully to ensure a smooth integration.

Prerequisites

  • Admin access to your iQ Payment Processing merchant account

  • Your business/store details ready

  • Approximately 10-15 minutes of uninterrupted time

Process

Step 1: Login to the App
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Step 2: Head over to Settings > Integrations

Step 3: Look for AccessMyIQ and click Add
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Step 4: Send us a user invite to onboarding@disputifier.com

Please ensure the user access allows us to refund, respond to chargebacks and export chargebacks and disputes.

Step 5: If you are required to set a username for us, please add it in this section here

Step 6: Click Save

Netevia

Netevia Announces Strategic Partnership with PaymentClub

This guide will walk you through the process of integrating Netivia with the portal by sending a user invite to onboarding@chargebackautomation.com and notifying us by email.

Step 1: Send a User Invite from Netivia

To grant us access to your Netivia account, follow these steps:

  1. Log in to your Netivia account

    • Go to your Netivia dashboard.

    • Ensure you have admin privileges to send invites.

  2. Navigate to User Management

    • Look for Settings or Team Management (varies by Netivia version).

    • Select Invite User or Add New User.

  3. Enter Our Email & Set Permissions

    • Email: onboarding@chargebackautomation.com

    • Username: Choose a username for us (e.g., chargeback-automation).

    • Permissions: Grant the necessary access (e.g., chargeback management, transaction visibility).

  4. Send the Invitation

    • Confirm and send the invite.

    • We will accept the invite to begin integration.

Step 2: Adding Information to the Platform

  1. Go to Settings > Integrations

  2. Look for Netivia
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  3. Click on Add
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  4. Add the username and password you've set for us and click Save
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AfterPay

Afterpay Unveils New Brand Identity System

Step 1: Send a User Invite

To connect your Afterpay account, you need to send an invite to our team.

  1. Log into your Afterpay Merchant Portal.

  2. Navigate to the User Management section.

  3. Click on "Invite User" and enter the following details:

  4. Confirm and send the invitation.

Step 2: Adding the information in the Chargeback Management App

  1. Head on over to Settings > Integrations

  2. Look for AfterPay and Click Add
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  3. Confirm that you've sent us an invite or if you set us a username, please add that in this section here
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Braintree

Step 1: Creating API Credentials

  1. Access your Braintree account by entering your login credentials.
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  2. Prefer PayPal? No problem—log in seamlessly with your PayPal account!
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  3. Click the cogwheel icon located in the upper-right corner of the menu.
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  4. From the dropdown menu, select API.
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  5. In the API Keys section, locate the column titled Private Key.
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  6. Click View under the Private Key column to reveal the details.
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  7. Copy your Merchant ID, Public Key and Private Key




Step 2: Integrating Braintree within the App

  1. Log into the Chargeback Management App and access the integrations Section
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  2. Search for the Braintree Icon and click Add

3.Enter your Public Key, Private Key and Merchant ID in this section here
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Step 3: User access!

Please send us user access to onboading@chargebackautomation.com

Other Payment Processors

We can seamlessly integrate with all payment processors that may not be listed in your chargeback management app.

Here's how you can integrate them

Step 1: Sending us User Access

  1. Login to your payment processor

  2. Add us as a user with the ability to refund, respond to chargebacks and export chargebacks and disputes.

  3. User invite can be send to onboarding@chargebackautomation.com

Certain processors may not give you the ability to add a user, in that case you will have to add the main login credentials in step 2. Please be sure to turn off 2 Factor Authentication
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Certain processors may not send emails as user invites and you may need to create a user name and password for us. You can enter that in Step 2

Step 2: Adding the integration in the Chargeback Management App

  1. Login to your chargeback management app

  2. Head over to Settings > Integrations > Add a Custom Processor > Click Add
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  3. Add the processor name and login URL
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  4. If you send us a user invite, please click on the Check Box under onboarding@chargebackautomation.com

  5. If your processor asks you to set a username for us, please add that.

  6. If you aren't able to send a user invite or set a username, then please add the username/email and password to the main login.
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