How to Integrate Your Payment Provider

How to Integrate Your Payment Provider for Seamless Transactions

Integrating a payment provider streamlines payment processing, automates financial workflows, and enhances business efficiency. With this integration, you can manage transactions effortlessly, track payments in real-time, and reduce manual admin work.

Why Integrate a Payment Provider?

✅ Frictionless Payment Processing – Accept both one-time and subscription payments directly within your platform, eliminating manual processing.

✅ All-in-One Product Management – Manage order forms, invoices, online stores, and memberships with ease.

✅ Real-Time Financial Tracking – Monitor payments, track transactions, and streamline order management—all in one place.

✅ Automated Workflows – Use triggers to automate invoices, payment reminders, and other financial workflows, reducing admin tasks.

Step-by-Step: How to Integrate Your Payment Provider

1️⃣ Access Payment Settings

2️⃣ Select Your Payment Provider

Choose your preferred payment provider from the list of available options.
A new panel will open for managing your integration.
Sign in to your payment provider account using your email and password.

3️⃣ Review & Confirm Permissions

Review the required permissions for integration.
Click “Allow” to proceed.

4️⃣ Finalize the Connection

Choose between Live or Test Mode for your integration.
📌 Pro Tip: To connect a test account, launch it from your provider’s Developer Dashboard before proceeding.

🎉 Success! Your payment provider is now connected! You can set it as your default payment method or remove it anytime.

✅ Test Your Integration

Before going live, run a test transaction:

Process a small payment to confirm the system is receiving and reflecting the data correctly.
Verify that the payment appears in both your OS and your payment provider’s dashboard.

By integrating your payment provider, you unlock a fully automated payment system that streamlines transactions, improves efficiency, and enhances the customer experience.

🛠 Troubleshooting Tips

⚠️ Having integration issues?

Double-check for typos in your account credentials.
Ensure you’re using the correct login details for your provider.

⚠️ Payment processing errors?

Confirm your payment provider account is active and properly configured.
Check for any restrictions or verification requirements within your provider’s dashboard.

🙋‍♀️ FAQs

What payment methods are supported?

Your payment provider may support credit/debit cards, Apple Pay, Google Pay, and other digital wallets.

Where can I track payments and manage orders?

All transactions are visible under Payments > Orders & Transactions in your dashboard.